1
DNOW
DNOW INC · Industrials
Consensus score 1/100 · #231 this quarter · tier-weighted across tracked managers
Holders
2
tracked managers
New this Q
2
opened a position
Avg weight
0.5%
of their portfolios
Combined value
$53M
held, at quarter-end
Who’s holding it Q1 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Baupost Group Deep value | 0.8% | $43M | NEW |
| Greenhaven Associates Concentrated | 0.2% | $10M | NEW |
Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.