ACK Asset Management LLC

Position in DNOW — DNOW Inc.

CIK 1510940 GREENWICH, CT

Position in DNOW

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

Position Value

$38,910,000

New position

Shares Held

3,000,000

first reported quarter

Ownership

1.66%

of shares outstanding

% of Portfolio

4.70%

of 13F equity value

Holder Rank

#16

of 300 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

ACK Asset Management LLC holds $129,257,800 across 3 Industrial Distribution names. DNOW ranks #2 (30.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CNM	Core & Main, Inc.	1,090,000	$52,592,500
2	DNOW	DNOW Inc. This page	3,000,000	$38,910,000
3	SITE	SiteOne Landscape Supply, Inc.	330,000	$37,755,300

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$38,910,000	3,000,000	—	Shares	Sole	2026-08-13
No filing history on record for this holder in this stock.