Verbena Value LP

SEC CIK: 0002082932
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

DNOW holding history

DNOW Inc. in every 13F filed by Verbena Value LP, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DNOW overview All 13F holders of DNOW Full Q2 2026 holdings

Shares (Q2 2026): 3,607,059
Value: $46.8M
% of portfolio: 7.7%
Quarters held: 3; Since Q4 2025

Holdings of DNOW by Verbena Value LP, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	3,607,059	$46.8M	7.7%	+309,155+9.4%	Added	Holders
Q1 2026	3,297,904	$39.3M	6.4%	−385,108−10.5%	Reduced	Holders
Q4 2025	3,683,012	$48.8M	8.4%	–	No prior filing	Holders