Cliff Asness's DNOW Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 38,149 shares of DNOW Inc. (DNOW) worth $454,355, representing 0.00% of the portfolio. First purchased in 2014-Q2, this long-term strategic position has been held for 47 quarters.
Based on 13F filings since 2013, Cliff Asness has maintained a long-term strategic position in DNOW, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2020, adding 1.32 M shares. Largest reduction occurred in Q3 2020, reducing 1.63 M shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's DNOW (DNOW) Holding Value Over Time
Track share changes against reported price movement
Quarterly DNOW (DNOW) Trades by Cliff Asness
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -70,562 | Reduce 64.91% | 38,149 | $11.91 |
| Q4 2025 | -117,721 | Reduce 51.99% | 108,711 | $13.25 |
| Q3 2025 | +5,585 | Add 2.53% | 226,432 | $15.25 |
| Q2 2025 | -152,825 | Reduce 40.90% | 220,847 | $14.83 |
| Q1 2025 | -174,500 | Reduce 31.83% | 373,672 | $17.08 |
| Q4 2024 | -54,615 | Reduce 9.06% | 548,172 | $13.01 |
| Q3 2024 | -225,178 | Reduce 27.20% | 602,787 | $12.93 |
| Q2 2024 | +148,549 | Add 21.86% | 827,965 | $13.73 |
| Q1 2024 | +239,299 | Add 54.37% | 679,416 | $15.20 |
| Q4 2023 | -11,253 | Reduce 2.49% | 440,117 | $11.32 |
| Q3 2023 | +227,810 | Add 101.90% | 451,370 | $11.87 |
| Q2 2023 | +55,836 | Add 33.29% | 223,560 | $10.36 |
| Q1 2023 | -54,169 | Reduce 24.41% | 167,724 | $11.15 |
| Q4 2022 | -10,875 | Reduce 4.67% | 221,893 | $12.70 |
| Q3 2022 | +68,898 | Add 42.04% | 232,768 | $10.05 |
| Q2 2022 | -15,772 | Reduce 8.78% | 163,870 | $9.78 |
| Q1 2022 | -112,938 | Reduce 38.60% | 179,642 | $11.03 |
| Q4 2021 | -101,292 | Reduce 25.72% | 292,580 | $8.54 |
| Q3 2021 | +42,846 | Add 12.21% | 393,872 | $7.65 |
| Q2 2021 | -105,058 | Reduce 23.03% | 351,026 | $9.49 |
| Q1 2021 | -299,328 | Reduce 39.62% | 456,084 | $10.09 |
| Q4 2020 | -366,841 | Reduce 32.69% | 755,412 | $7.18 |
| Q3 2020 | -1.63 M | Reduce 59.27% | 1.12 M | $4.54 |
| Q2 2020 | +1.32 M | Add 92.61% | 2.76 M | $8.42 |
| Q1 2020 | +252,846 | Add 21.47% | 1.43 M | $5.06 |
| Q4 2019 | +604,589 | Add 105.49% | 1.18 M | $11.24 |
| Q3 2019 | +523,573 | Add 1056.87% | 573,113 | $11.42 |
| Q2 2019 | +11,267 | Add 29.44% | 49,540 | $14.47 |
| Q1 2019 | +3,359 | Add 9.62% | 38,273 | $13.95 |
| Q4 2018 | +24,578 | Add 237.79% | 34,914 | $11.63 |
| Q3 2018 | +10,336 | New Buy | 10,336 | $16.54 |
| Q1 2018 | -10,692 | Sold Out | 0 | $0.00 |
| Q4 2017 | +10,692 | New Buy | 10,692 | $11.04 |
| Q3 2017 | -133,332 | Sold Out | 0 | $0.00 |
| Q2 2017 | -288,177 | Reduce 68.37% | 133,332 | $16.08 |
| Q1 2017 | -433,288 | Reduce 50.69% | 421,509 | $16.96 |
| Q4 2016 | -505,882 | Reduce 37.18% | 854,797 | $20.47 |
| Q3 2016 | +279,749 | Add 25.88% | 1.36 M | $21.43 |
| Q2 2016 | +904,059 | Add 511.14% | 1.08 M | $18.14 |
| Q1 2016 | +37,669 | Add 27.06% | 176,871 | $17.72 |
| Q4 2015 | +139,202 | New Buy | 139,202 | $15.82 |
| Q3 2015 | -18,994 | Sold Out | 0 | $0.00 |
| Q2 2015 | -50,106 | Reduce 72.51% | 18,994 | $19.90 |
| Q1 2015 | -310,663 | Reduce 81.80% | 69,100 | $21.64 |
| Q4 2014 | -233,863 | Reduce 38.11% | 379,763 | $25.73 |
| Q3 2014 | +210,924 | Add 52.38% | 613,626 | $30.41 |
| Q2 2014 | +402,702 | New Buy | 402,702 | $36.21 |
Cliff Asness's DNOW Investment FAQs
Cliff Asness first purchased DNOW Inc. (DNOW) in Q2 2014, acquiring 402,702 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held DNOW Inc. (DNOW) for 47 quarters since Q2 2014.
Cliff Asness's largest addition to DNOW Inc. (DNOW) was in Q2 2020, adding 2,755,366 shares worth $23.2 M.
According to the latest 13F filing for Q1 2026, Cliff Asness's firm, Aqr Capital Management LLC, owns 38,149 shares of DNOW Inc. (DNOW), valued at approximately $454,355.
As of the Q1 2026 filing, DNOW Inc. (DNOW) represents approximately 0.00% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in DNOW Inc. (DNOW) was 2,755,366 shares, as reported at the end of Q2 2020.