Position in DNOW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,967,574
+$2,272,060 QoQ
Shares Held
537,207
+95.4% QoQ
Ownership
0.297%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#55
of 300 holders
Holding Since
Sep 2020
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DNOW Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026ExodusPoint Capital Management, LP holds $84,631,181 across 12 Industrial Distribution names. DNOW ranks #3 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | QXO |
QXO, Inc.
|
2,811,792 | $48,587,765 | |
| 2 | CNM |
Core & Main, Inc.
|
201,418 | $9,718,418 | |
| 3 | DNOW |
DNOW Inc.
This page
|
537,207 | $6,967,574 | |
| 4 | WCC |
Wesco International Inc
|
16,874 | $5,828,785 | |
| 5 | SITE |
SiteOne Landscape Supply, Inc.
|
42,265 | $4,835,538 | |
| 6 | AIT |
Applied Industrial Technologies Inc
|
7,812 | $2,641,627 | |
| 7 | REZI |
Resideo Technologies, Inc.
|
104,228 | $2,255,744 | |
| 8 | DSGR |
Distribution Solutions Group, Inc.
|
40,152 | $1,098,157 |
All Filings in DNOW
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,967,574 | 537,207 | Shares | Sole | 2026-08-14 | |
| 2025-03-31 | $4,695,514 | 274,913 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,228,052 | 94,393 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,851,808 | 143,218 | Shares | Sole | 2024-11-12 | |
| 2024-03-31 | $300,595 | 19,776 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,745,996 | 154,240 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $2,108,021 | 203,477 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $3,279,237 | 294,102 | Shares | Other | 2023-05-11 | |
| 2022-12-31 | $306,806 | 24,158 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $2,457,355 | 244,513 | Shares | Other | 2022-11-10 | |
| 2022-06-30 | $652,013 | 66,668 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $1,359,204 | 123,228 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $880,234 | 103,072 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $461,654 | 60,347 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $845,454 | 89,089 | Shares | Other | 2021-08-16 | |
| 2021-03-31 | $640,321 | 63,461 | Shares | Sole | 2021-05-17 | |
| 2020-09-30 | $348,154 | 76,686 | Shares | Other | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||