SEC 13F Intelligence

Penn Capital Management Company, LLC / DNOW

Penn Capital Management Company, LLC’s Dnow Inc Position

Does Penn Capital Management Company, LLC own Dnow Inc (DNOW)? Yes1.18M shares worth $14M (+1.09% of its 13F portfolio) as of Q1 2026, down from 1.18M shares the prior filed quarter.

Position Value
$14M
Q1 2026
Shares
1.18M
% of Portfolio
+1.09%
Quarters Held
19
currently held

Position History DNOW

Reported value by quarter
Q4 ’20: $1MQ4 ’20Q4 ’21: $721,000Q1 ’22: $12MQ2 ’22: $14MQ2 ’22Q3 ’22: $1MQ4 ’22: $15MQ1 ’23: $12MQ1 ’23Q2 ’23: $11MQ3 ’23: $15MQ4 ’23: $15MQ4 ’23Q1 ’24: $15MQ2 ’24: $13MQ3 ’24: $13MQ3 ’24Q4 ’24: $11MQ1 ’25: $16MQ2 ’25: $15MQ2 ’25Q3 ’25: $18MQ4 ’25: $16MQ1 ’26: $14MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.18M$14M+1.09%
Q4 20251.18M$16M+1.25%
Q3 20251.20M$18M+1.40%
Q2 20251.04M$15M+1.33%
Q1 2025961.5K$16M+1.60%
Q4 2024813.5K$11M+1.04%
Q3 20241.03M$13M+1.23%
Q2 2024979.0K$13M+1.28%
Q1 2024977.6K$15M+1.32%
Q4 20231.33M$15M+1.38%
Q3 20231.22M$15M+1.49%
Q2 20231.11M$11M+1.12%
Q1 20231.06M$12M+1.19%
Q4 20221.16M$15M+1.51%
Q3 202299.9K$1M+0.65%
Q2 20221.42M$14M+1.49%
Q1 20221.21M$12M+1.20%
Q4 202184.4K$721,000+0.07%
Q4 2020146.6K$1M+0.13%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Penn Capital Management Company, LLC’s full portfolio or all institutional holders of DNOW.