Neo Ivy Capital Management

Position in DNOW — DNOW Inc.

CIK 1727783 NEW YORK, NY

Position in DNOW

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$3,320,851

+$3,097,655 QoQ

Shares Held

256,041

+1420.0% QoQ

Ownership

0.142%

of shares outstanding

% of Portfolio

0.77%

of 13F equity value

Holder Rank

#76

of 300 holders

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Neo Ivy Capital Management holds $6,560,355 across 4 Industrial Distribution names. DNOW ranks #1 (50.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DNOW	DNOW Inc. This page	256,041	$3,320,851
2	FAST	Fastenal Co	40,322	$1,936,665
3	QXO	QXO, Inc.	52,314	$903,985
4	POOL	Pool Corp	1,856	$398,854

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,320,851	256,041	+1420.0%	Shares	Sole	2026-08-14
2025-12-31	$223,196	16,845	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.