Position in DNOW
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$5,499
+$450 QoQ
Shares Held
424
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#250
of 300 holders
Holding Since
Dec 2025
3 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, 2026LRI Investments, LLC holds $751,525 across 13 Industrial Distribution names. DNOW ranks #10 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | QXO |
QXO, Inc.
|
23,118 | $399,479 | |
| 2 | FAST |
Fastenal Co
|
3,197 | $153,551 | |
| 3 | FERG |
Ferguson Enterprises Inc. /DE/
|
370 | $87,811 | |
| 4 | GWW |
W.W. Grainger, Inc.
|
31 | $42,171 | |
| 5 | WCC |
Wesco International Inc
|
59 | $20,380 | |
| 6 | REZI |
Resideo Technologies, Inc.
|
849 | $18,380 | |
| 7 | MSM |
Msc Industrial Direct Co Inc
|
76 | $9,040 | |
| 8 | AIT |
Applied Industrial Technologies Inc
|
22 | $7,439 |
All Filings in DNOW
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,499 | 424 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $5,049 | 424 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $6,598 | 498 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||