Position in DNOW
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$39,278,036
-$9,521,873 QoQ
Shares Held
3,297,904
-10.5% QoQ
Ownership
1.81%
of shares outstanding
% of Portfolio
6.53%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in DNOW Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Mar 31, 2026Verbena Value LP holds $39,278,036 across 1 Industrial Distribution name. DNOW ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DNOW |
DNOW Inc.
This page
|
3,297,904 | $39,278,036 |
All Filings in DNOW
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $39,278,036 | 3,297,904 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $48,799,909 | 3,683,012 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||