Position in DNOW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$560,472
+$141,219 QoQ
Shares Held
47,059
+71.2% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DNOW Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Mar 31, 2026Aquatic Capital Management LLC holds $10,908,603 across 12 Industrial Distribution names. DNOW ranks #7 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AIT |
Applied Industrial Technologies Inc
|
12,149 | $3,223,372 | |
| 2 | CNM |
Core & Main, Inc.
|
40,970 | $2,023,918 | |
| 3 | REZI |
Resideo Technologies, Inc.
|
57,437 | $1,936,201 | |
| 4 | XMTR |
Xometry, Inc.
|
18,754 | $765,913 | |
| 5 | WSO |
Watsco Inc
|
2,086 | $758,865 | |
| 6 | SITE |
SiteOne Landscape Supply, Inc.
|
5,657 | $753,003 | |
| 7 | DNOW |
DNOW Inc.
This page
|
47,059 | $560,472 | |
| 8 | BXC |
BlueLinx Holdings Inc.
|
7,953 | $430,893 |
All Filings in DNOW
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $560,472 | 47,059 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $419,253 | 27,492 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $176,684 | 11,914 | Shares | Sole | 2025-08-14 | |
| 2024-09-30 | $297,390 | 23,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $223,799 | 16,300 | Shares | Sole | 2024-08-14 | |
| 2023-12-31 | $96,220 | 8,500 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $126,392 | 12,200 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $235,265 | 21,100 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $187,935 | 18,700 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||