First Eagle Investment Management, LLC

Position in DNOW — DNOW Inc.

CIK 1325447 NEW YORK, NY

Position in DNOW

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$7,780,779

+$3,567,523 QoQ

Shares Held

599,906

+69.6% QoQ

Ownership

0.332%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#52

of 300 holders

Holding Since

Mar 2020

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

First Eagle Investment Management, LLC holds $210,488,918 across 5 Industrial Distribution names. DNOW ranks #5 (3.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FERG	Ferguson Enterprises Inc. /DE/	659,054	$156,413,285
2	WCC	Wesco International Inc	52,748	$18,220,741
3	TITN	Titan Machinery Inc.	786,899	$16,619,306
4	QXO	QXO, Inc.	662,894	$11,454,807
5	DNOW	DNOW Inc. This page	599,906	$7,780,779

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,780,779	599,906	+69.6%	Shares	Sole	2026-08-05
2026-03-31	$4,213,256	353,758	+52.1%	Shares	Sole	2026-05-14
2025-12-31	$3,081,022	232,530	-0.4%	Shares	Sole	2026-02-04
2025-09-30	$3,561,332	233,530	+5.0%	Shares	Sole	2025-11-12
2025-06-30	$3,298,696	222,434	-11.0%	Shares	Sole	2025-08-06
2025-03-31	$4,268,872	249,934	+2.5%	Shares	Sole	2025-05-12
2024-12-31	$3,173,581	243,934	-0.8%	Shares	Sole	2025-02-10
2024-09-30	$3,179,926	245,934	-7.5%	Shares	Sole	2024-11-12
2024-06-30	$3,651,273	265,934	+3.1%	Shares	Sole	2024-08-12
2024-03-31	$3,922,040	258,029	+0.4%	Shares	Sole	2024-05-09
2023-12-31	$2,909,568	257,029	-0.8%	Shares	Sole	2024-02-08
2023-09-30	$3,074,674	259,029	-0.8%	Shares	Sole	2023-11-08
2023-06-30	$2,705,296	261,129	+0.2%	Shares	Sole	2023-08-09
2023-03-31	$2,906,013	260,629	-0.3%	Shares	Sole	2023-05-11
2022-12-31	$3,318,878	261,329	+7.1%	Shares	Sole	2023-02-09
2022-09-30	$2,452,491	244,029	+15.2%	Shares	Sole	2022-11-10
2022-06-30	$2,071,687	211,829	+138.5%	Shares	Sole	2022-08-10
2022-03-31	$979,651	88,817	-97.0%	Shares	Sole	2022-05-11
2020-03-31	$15,106,369	2,927,591	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.