BAUPOST GROUP LLC/MA

Position in DNOW — DNOW Inc.

CIK 1061768 BOSTON, MA

Position in DNOW

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$36,160,360

-$7,013,390 QoQ

Shares Held

2,788,000

-23.1% QoQ

Ownership

1.54%

of shares outstanding

% of Portfolio

0.67%

of 13F equity value

Holder Rank

#21

of 300 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

BAUPOST GROUP LLC/MA holds $609,408,817 across 3 Industrial Distribution names. DNOW ranks #3 (5.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FERG	Ferguson Enterprises Inc. /DE/	1,450,594	$344,269,474
2	WCC	Wesco International Inc	662,881	$228,978,983
3	DNOW	DNOW Inc. This page	2,788,000	$36,160,360

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$36,160,360	2,788,000	-23.1%	Shares	Sole	2026-08-13
2026-03-31	$43,173,750	3,625,000	—	Shares	Sole	2026-05-14
No filing history on record for this holder in this stock.