Dnow Inc. (NYSE:DNOW) Q3 2025 Earnings Call Transcript
Operator: Good morning. My name is Van, and I will be your conference operator today. At this time, I would like to welcome everyone to the DNOW Third Quarter 2025 Earnings Conference Call.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Renaissance Technologies Jim Simons | 3,788,914 | $57,780,939 | +3% | 0.08% |
| 2. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 2,075,846 | $31,656,652 | +16% | 0.02% |
| 3. | Balyasny Asset Management Dmitry Balyasny | 1,182,713 | $18,036,373 | +88% | 0.02% |
| 4. | D E Shaw D. E. Shaw | 1,127,068 | $17,187,787 | -7% | 0.01% |
| 5. | Southpoint Capital Advisors John Smith Clark | 805,000 | $12,276,250 | 0.32% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $7.44 | 14,000 | $104,160.00 | 245,876 | 2021-08-16 | Filing | |
| $10.51 | 28,550 | $300,060.50 | 583,616 | 2018-03-06 | Filing | |
| $17.53 | 5,000 | $87,650.00 | 27,562 | 2017-05-25 | Filing | |
| $18.99 | 5,264 | $99,963.36 | 21,046 | 2017-03-07 | Filing | |
| $28.00 | 5,610 | $157,069.64 | 16,256 | 2014-11-07 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $17.47 | 10,000 | $174,700.00 | 114,975 | 2025-02-19 | Filing | |
| $15.08 | 26,186 | $394,884.88 | 56,568 | 2024-12-02 | Filing | |
| $15.35 | 26,186 | $401,955.10 | 56,568 | 2024-11-27 | Filing | |
| $12.66 | 3,500 | $44,310.00 | 43,648 | 2024-08-12 | Filing | |
| $13.51 | 93,284 | $1,260,266.84 | 283,837 | 2024-05-14 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 17,671,268 | $269,486,839 | 0% | |
| 2. | 11,736,133 | $178,976,029 | 0% | |
| 3. | 6,453,854 | $98,420,811 | 0.02% | |
| 4. | 4,735,136 | $72,302,116 | 0.07% | |
| 5. | 4,093,403 | $62,424,396 | 0% |