Seth Klarman's DNOW Position Overview
Seth Klarman (via Baupost Group Llc/Ma) currently holds 3.62 M shares of DNOW Inc. (DNOW) worth $43.17 M, representing 0.84% of the portfolio. First purchased in 2026-Q1, this recently established position has been held for 1 quarters.
Based on recent 13F filings, Seth Klarman has initiated a new position in DNOW, representing a fresh investment thesis on this company. Insufficient history to summarize additions or reductions.
Analysis based on 13F filings available since 2013 Q2
Seth Klarman's DNOW (DNOW) Holding Value Over Time
Track share changes against reported price movement
Quarterly DNOW (DNOW) Trades by Seth Klarman
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +3.62 M | New Buy | 3.62 M | $11.91 |
Seth Klarman's DNOW Investment FAQs
Seth Klarman first purchased DNOW Inc. (DNOW) in Q1 2026, acquiring 3,625,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Seth Klarman has held DNOW Inc. (DNOW) for 1 quarters since Q1 2026.
Seth Klarman's largest addition to DNOW Inc. (DNOW) was in Q1 2026, adding 3,625,000 shares worth $43.17 M.
According to the latest 13F filing for Q1 2026, Seth Klarman's firm, Baupost Group Llc/Ma, owns 3,625,000 shares of DNOW Inc. (DNOW), valued at approximately $43.17 M.
As of the Q1 2026 filing, DNOW Inc. (DNOW) represents approximately 0.84% of Seth Klarman's publicly disclosed stock portfolio, making it one of their key holdings.
Seth Klarman's peak holding in DNOW Inc. (DNOW) was 3,625,000 shares, as reported at the end of Q1 2026.