Richard Pzena's DNOW Position Overview
Richard Pzena (via Pzena Investment Management LLC) currently holds 3.1 M shares of DNOW Inc. (DNOW) worth $36.87 M, representing 0.12% of the portfolio. First purchased in 2025-Q4, this recently established position has been held for 2 quarters.
Based on recent 13F filings, Richard Pzena has initiated a new position in DNOW, representing a fresh investment thesis on this company. Largest reduction occurred in Q1 2026, reducing 1.07 M shares.
Analysis based on 13F filings available since 2013 Q2
Richard Pzena's DNOW (DNOW) Holding Value Over Time
Track share changes against reported price movement
Quarterly DNOW (DNOW) Trades by Richard Pzena
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -1.07 M | Reduce 25.61% | 3.1 M | $11.91 |
| Q4 2025 | +4.16 M | New Buy | 4.16 M | $13.25 |
Richard Pzena's DNOW Investment FAQs
Richard Pzena first purchased DNOW Inc. (DNOW) in Q4 2025, acquiring 4,161,129 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Richard Pzena has held DNOW Inc. (DNOW) for 2 quarters since Q4 2025.
Richard Pzena's largest addition to DNOW Inc. (DNOW) was in Q4 2025, adding 4,161,129 shares worth $55.13 M.
According to the latest 13F filing for Q1 2026, Richard Pzena's firm, Pzena Investment Management LLC, owns 3,095,315 shares of DNOW Inc. (DNOW), valued at approximately $36.87 M.
As of the Q1 2026 filing, DNOW Inc. (DNOW) represents approximately 0.12% of Richard Pzena's publicly disclosed stock portfolio, making it one of their key holdings.
Richard Pzena's peak holding in DNOW Inc. (DNOW) was 4,161,129 shares, as reported at the end of Q4 2025.