DNOW Inc.
MX ˙ BMV ˙ US67011P1003
SecurityMX:DNOW / DNOW Inc.
InstitutionSchwerin Boyle Capital Management Inc
Latest Disclosed Ownership12,684 shares
Latest Disclosed Value $ 151,066
Schwerin Boyle Capital Management Inc ownership in DNOW / DNOW Inc.

On May 14, 2026 - Schwerin Boyle Capital Management Inc filed a 13F-HR form disclosing ownership of 12,684 shares of DNOW Inc. (MX:DNOW) valued at $151,066 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 12,684 shares of DNOW Inc.. This represents a change in shares of 0.00% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F NOW COM 67011P100 12,684 0 0.00 151 -10.12 0.0192
2026-02-12 2025-12-31 13F NOW COM 67011P100 12,684 -114 -0.89 168 -13.85 0.0184
2025-11-13 2025-09-30 13F NOW COM 67011P100 12,798 -300 -2.29 195 0.52 0.0213
2025-08-14 2025-06-30 13F NOW COM 67011P100 13,098 -2,236 -14.58 194 -25.67 0.0217
2025-05-14 2025-03-31 13F NOW COM 67011P100 15,334 -654 -4.09 262 25.48 0.0270
2025-02-13 2024-12-31 13F NOW COM 67011P100 15,988 94 0.59 208 1.46 0.0213
2024-11-13 2024-09-30 13F NOW COM 67011P100 15,894 -1,206 -7.05 206 -12.39 0.0215
2024-08-13 2024-06-30 13F NOW COM 67011P100 17,100 0 0.00 235 -9.65 0.0246
2024-05-14 2024-03-31 13F NOW COM 67011P100 17,100 0 0.00 260 34.20 0.0259
2024-02-13 2023-12-31 13F NOW COM 67011P100 17,100 -350 -2.01 194 -6.76 0.0216
2023-11-13 2023-09-30 13F NOW COM 67011P100 17,450 -9,248 -34.64 207 -25.00 0.0243
2023-08-14 2023-06-30 13F NOW COM 67011P100 26,698 -750 -2.73 277 -9.80 0.0261
2023-05-12 2023-03-31 13F NOW COM 67011P100 27,448 -2,858 -9.43 306 -20.31 0.0314
2023-02-09 2022-12-31 13F NOW COM 67011P100 30,306 -212 -0.69 385 25.08 0.0388
2022-11-14 2022-09-30 13F NOW COM 67011P100 30,518 -137 -0.45 307 2.33 0.0334
2022-08-15 2022-06-30 13F NOW COM 67011P100 30,655 0 0.00 300 -11.24 0.0306
2022-05-13 2022-03-31 13F NOW COM 67011P100 30,655 -262 -0.85 338 28.03 0.0282
2022-02-11 2021-12-31 13F NOW COM 67011P100 30,917 -150 -0.48 264 10.92 0.0215
2021-11-15 2021-09-30 13F NOW COM 67011P100 31,067 0 0.00 238 -19.32 0.0200
2021-08-16 2021-06-30 13F NOW COM 67011P100 31,067 -100 -0.32 295 -6.05 0.0243
2021-05-17 2021-03-31 13F NOW COM 67011P100 31,167 -700 -2.20 314 37.12 0.0279
2021-02-12 2020-12-31 13F NOW COM 67011P100 31,867 0 0.00 229 57.93 0.0214
2020-11-13 2020-09-30 13F NOW COM 67011P100 31,867 -650 -2.00 145 -48.40 0.0166
2020-08-14 2020-06-30 13F NOW COM 67011P100 32,517 -3,859 -10.61 281 49.47 0.0353
2020-05-14 2020-03-31 13F NOW COM 67011P100 36,376 -275 -0.75 188 -54.37 0.0262
2020-02-13 2019-12-31 13F NOW COM 67011P100 36,651 -1,575 -4.12 412 -5.94 0.0394
2019-11-13 2019-09-30 13F NOW COM 67011P100 38,226 0 0.00 438 -22.34 0.0452
2019-08-13 2019-06-30 13F NOW COM 67011P100 38,226 -150 -0.39 564 5.22 0.0589
2019-05-13 2019-03-31 13F NOW COM 67011P100 38,376 -425 -1.10 536 18.58 0.0589
2019-02-12 2018-12-31 13F NOW COM 67011P100 38,801 -1,506 -3.74 452 -32.23 0.0567
2018-11-13 2018-09-30 13F NOW COM 67011P100 40,307 -350 -0.86 667 23.06 0.0708
2018-08-14 2018-06-30 13F NOW COM 67011P100 40,657 0 0.00 542 30.29 0.0594
2018-05-15 2018-03-31 13F NOW COM 67011P100 40,657 0 0.00 416 -7.14 0.0457
2018-02-13 2017-12-31 13F NOW COM 67011P100 40,657 -2 -0.00 448 -20.28 0.0488
2017-11-14 2017-09-30 13F NOW COM 67011P100 40,659 -1,075 -2.58 562 -16.24 0.0633
2017-08-14 2017-06-30 13F NOW COM 67011P100 41,734 0 0.00 671 -5.23 0.0788
2017-05-12 2017-03-31 13F NOW COM 67011P100 41,734 -100 -0.24 708 -17.29 0.0866
2017-02-14 2016-12-31 13F NOW COM 67011P100 41,834 -137 -0.33 856 -4.78 0.1059
2016-11-14 2016-09-30 13F NOW COM 67011P100 41,971 -106 -0.25 899 17.82 0.1247
2016-08-15 2016-06-30 13F NOW COM 67011P100 42,077 -2,681 -5.99 763 -3.78 0.1094
2016-05-13 2016-03-31 13F NOW COM 67011P100 44,758 -2,862 -6.01 793 5.31 0.1114
2016-02-17 2015-12-31 13F NOW COM 67011P100 47,620 -100 -0.21 753 6.66 0.1045
2015-11-12 2015-09-30 13F NOW COM 67011P100 47,720 0 0.00 706 -25.68 0.1013
2015-08-11 2015-06-30 13F NOW COM 67011P100 47,720 -387 -0.80 950 -8.74 0.1247
2015-05-05 2015-03-31 13F NOW COM 67011P100 48,107 0 0.00 1,041 -15.91 0.1462
2015-02-09 2014-12-31 13F NOW COM 67011P100 48,107 -250 -0.52 1,238 -15.84 0.1678
2014-11-17 2014-09-30 13F NOW COM 67011P100 48,357 -1,900 -3.78 1,471 -19.18 0.2053
2014-08-12 2014-06-30 13F NOW COM 67011P100 50,257 50,257 1,820 0.2626
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.