Penn Capital Management Company, LLC

Position in DNOW — DNOW Inc.

CIK 1158202 PHILADELPHIA, PA

Position in DNOW

as of Mar 31, 2026 · filed May 7, 2026 Compact

Position Value

$14,029,074

-$1,592,835 QoQ

Shares Held

1,177,924

-0.1% QoQ

Ownership

0.645%

of shares outstanding

% of Portfolio

1.09%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

19 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Industrials · as of Mar 31, 2026

Penn Capital Management Company, LLC holds $16,924,782 across 4 Industrial Distribution names. DNOW ranks #1 (82.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DNOW	DNOW Inc. This page	1,177,924	$14,029,074
2	DSGR	Distribution Solutions Group, Inc.	43,431	$1,139,629
3	XMTR	Xometry, Inc.	21,754	$888,433
4	QXO	QXO, Inc.	44,678	$867,646

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$14,029,074	1,177,924	-0.1%	Shares	Sole	2026-05-07
2025-12-31	$15,621,909	1,179,012	-1.4%	Shares	Sole	2026-02-09
2025-09-30	$18,240,143	1,196,075	+15.5%	Shares	Sole	2025-11-24
2025-06-30	$15,356,687	1,035,515	+7.7%	Shares	Sole	2025-08-14
2025-03-31	$16,423,188	961,545	+18.2%	Shares	Sole	2025-05-14
2024-12-31	$10,584,285	813,550	-21.3%	Shares	Sole	2025-02-14
2024-09-30	$13,371,908	1,034,177	+5.6%	Shares	Sole	2024-11-14
2024-06-30	$13,441,821	979,011	+0.1%	Shares	Sole	2024-08-13
2024-03-31	$14,859,185	977,578	-26.2%	Shares	Sole	2024-05-15
2023-12-31	$14,999,962	1,325,085	+8.4%	Shares	Sole	2024-02-14
2023-09-30	$14,512,273	1,222,601	+10.2%	Shares	Sole	2023-11-15
2023-06-30	$11,498,035	1,109,849	+5.2%	Shares	Sole	2023-08-14
2023-03-31	$11,764,666	1,055,127	-9.4%	Shares	Sole	2023-05-16
2022-12-31	$14,792,286	1,164,747	+0.5%	Shares	Sole	2023-02-14
2022-09-30	$11,648,211	1,159,026	-18.2%	Shares	Sole	2022-12-09
2022-06-30	$13,853,790	1,416,543	+17.1%	Shares	Sole	2022-08-15
2022-03-31	$13,345,594	1,209,936	+1333.9%	Shares	Sole	2022-05-17
2021-12-31	$720,596	84,379	-42.4%	Shares	Sole	2022-02-17
2020-12-31	$1,052,322	146,563	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.