Chuck Royce's DNOW Position Overview
Chuck Royce (via Royce & Associates Lp) currently holds 1.66 M shares of DNOW Inc. (DNOW) worth $19.76 M, representing 0.19% of the portfolio. First purchased in 2014-Q2, this long-term strategic position has been held for 26 quarters.
Based on 13F filings, Chuck Royce has maintained a strategic position in DNOW, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2022, adding 913,890 shares. Largest reduction occurred in Q1 2024, reducing 1.01 M shares.
Analysis based on 13F filings available since 2013 Q2
Chuck Royce's DNOW (DNOW) Holding Value Over Time
Track share changes against reported price movement
Quarterly DNOW (DNOW) Trades by Chuck Royce
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +243,637 | Add 17.22% | 1.66 M | $11.91 |
| Q4 2025 | +745,348 | Add 111.29% | 1.42 M | $13.25 |
| Q3 2025 | +90,695 | Add 15.66% | 669,709 | $15.25 |
| Q2 2025 | -109,352 | Reduce 15.89% | 579,014 | $14.83 |
| Q1 2025 | -17,041 | Reduce 2.42% | 688,366 | $17.08 |
| Q4 2024 | +92,769 | Add 15.14% | 705,407 | $13.01 |
| Q3 2024 | +56,787 | Add 10.22% | 612,638 | $12.93 |
| Q2 2024 | -19,188 | Reduce 3.34% | 555,851 | $13.73 |
| Q1 2024 | -1.01 M | Reduce 63.71% | 575,039 | $15.20 |
| Q4 2023 | -216,850 | Reduce 12.04% | 1.58 M | $11.32 |
| Q3 2023 | -146,019 | Reduce 7.50% | 1.8 M | $11.87 |
| Q2 2023 | +770,615 | Add 65.47% | 1.95 M | $10.36 |
| Q1 2023 | -81,502 | Reduce 6.48% | 1.18 M | $11.15 |
| Q4 2022 | -34,564 | Reduce 2.67% | 1.26 M | $12.70 |
| Q3 2022 | +264,556 | Add 25.72% | 1.29 M | $10.05 |
| Q2 2022 | +913,890 | Add 797.18% | 1.03 M | $9.78 |
| Q1 2022 | +47,667 | Add 71.17% | 114,641 | $11.03 |
| Q4 2021 | +56,871 | Add 562.91% | 66,974 | $8.54 |
| Q3 2021 | +10,103 | New Buy | 10,103 | $7.62 |
| Q3 2020 | -6,279 | Sold Out | 0 | $0.00 |
| Q2 2020 | -600 | Reduce 8.72% | 6,279 | $8.60 |
| Q1 2020 | +1,565 | Add 29.45% | 6,879 | $5.09 |
| Q4 2019 | +5,314 | New Buy | 5,314 | $11.29 |
| Q4 2014 | -1,500 | Sold Out | 0 | $0.00 |
| Q2 2014 | +1,500 | New Buy | 1,500 | $36.00 |
Chuck Royce's DNOW Investment FAQs
Chuck Royce first purchased DNOW Inc. (DNOW) in Q2 2014, acquiring 1,500 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce has held DNOW Inc. (DNOW) for 26 quarters since Q2 2014.
Chuck Royce's largest addition to DNOW Inc. (DNOW) was in Q2 2022, adding 1,028,531 shares worth $10.06 M.
According to the latest 13F filing for Q1 2026, Chuck Royce's firm, Royce & Associates Lp, owns 1,658,694 shares of DNOW Inc. (DNOW), valued at approximately $19.76 M.
As of the Q1 2026 filing, DNOW Inc. (DNOW) represents approximately 0.19% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings.
Chuck Royce's peak holding in DNOW Inc. (DNOW) was 1,947,636 shares, as reported at the end of Q2 2023.