SEC 13F Intelligence

Medina Value Partners, LLC / DNOW

Medina Value Partners, LLC’s Dnow Inc Position

Does Medina Value Partners, LLC own Dnow Inc (DNOW)? Yes1.40M shares worth $17M (+3.50% of its 13F portfolio) as of Q1 2026, down from 1.48M shares the prior filed quarter.

Position Value
$17M
Q1 2026
Shares
1.40M
% of Portfolio
+3.50%
Quarters Held
2
currently held

Position History DNOW

Reported value by quarter
Q4 ’25: $20MQ4 ’25Q1 ’26: $17MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.40M$17M+3.50%
Q4 20251.48M$20M+4.59%

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