What Makes DNOW (DNOW) a Lucrative Investment?
Rewey Asset Management, an investment management firm, released its “RAM Smid Composite” investor letter for the first quarter of 2026. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Pzena Investment Management Richard S. Pzena | 3,095,315 | $36,865,202 | -26% | 0.12% |
| 2. | Greenhaven Associates Edgar Wachenheim | 824,487 | $9,819,640 | 0.16% | |
| 3. | Polaris Capital Management Bernard Horn | 121,000 | $1,441,110 | +13% | 0.12% |
| 4. | Skylands Capital Charles Paquelet | 91,650 | $1,091,552 | +85% | 0.14% |
| 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. | 10,423,553 | $124,144,516 | 0.01% | |
| 2. | 10,382,620 | $123,654,123 | 0.03% | |
| 3. | 8,331,559 | $99,228,868 | 0% | |
| 4. | 4,009,225 | $47,749,870 | 0.54% | |
| 5. | 3,297,904 | $39,278,037 | 6.43% |