Joel Greenblatt - Gotham Asset Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    1749
Portfolio value:    $32,652,425,993
Holdings Activity Buys Sells    History
Holding/activity history for  DNOW Inc. (DNOW)
← All DNOW superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 0 0.00 Sell 100.00% <0.01 $10.94–17.26 · VW $13.12i SEC
2025   Q4 62,472 <0.01 Add 4.35% <0.01 $12.01–16.26 · VW $13.97i $827,754 SEC
2025   Q3 59,869 <0.01 Add 88.73% <0.01 $13.14–16.34 · VW $15.24i $913,002 SEC
2025   Q2 31,722 <0.01 Reduce 22.79% <0.01 $13.83–17.48 · VW $15.35i $470,437 SEC
2025   Q1 41,086 <0.01 Reduce 18.18% <0.01 $12.67–18.45 · VW $15.62i $701,749 SEC
2024   Q4 50,216 <0.01 Buy <0.01 $11.54–15.42 · VW $13.22i $653,310 SEC
2024   Q3 0 0.00 Sell 100.00% <0.01 $11.42–15.65 · VW $13.60i SEC
2024   Q2 35,404 <0.01 Add 31.44% <0.01 $12.41–15.57 · VW $14.11i $486,097 SEC
2024   Q1 26,935 <0.01 Buy <0.01 $9.44–15.48 · VW $13.01i $409,412 SEC
2022   Q3 0 0.00 Sell 100.00% <0.01 $8.83–13.40 · VW $11.03i SEC
2022   Q2 14,763 <0.01 Reduce 71.27% 0.01 $8.79–12.55 · VW $10.72i $144,000 SEC
2022   Q1 51,390 0.02 Reduce 25.26% <0.01 $8.44–11.49 · VW $9.70i $567,000 SEC
2021   Q4 68,760 0.02 Add 15.66% <0.01 $6.99–10.32 · VW $8.27i $587,000 SEC
2021   Q3 59,451 0.02 Reduce 15.79% <0.01 $6.83–10.07 · VW $8.44i $455,000 SEC
2021   Q2 70,595 0.03 Reduce 6.48% <0.01 $9.08–11.87 · VW $10.23i $670,000 SEC
2021   Q1 75,483 0.03 Reduce 59.21% 0.03 $7.07–11.98 · VW $9.38i $762,000 SEC
2020   Q4 185,040 0.04 Reduce 14.98% <0.01 $4.03–7.32 · VW $5.45i $1,329,000 SEC
2020   Q3 217,640 0.03 Reduce 7.94% <0.01 $4.51–9.60 · VW $6.79i $988,000 SEC
2020   Q2 236,412 0.06 Reduce 4.10% <0.01 $4.61–9.29 · VW $7.35i $2,040,000 SEC
2020   Q1 246,527 0.04 Add 54.52% 0.01 $4.05–11.91 · VW $8.07i $1,272,000 SEC
2019   Q4 159,546 0.03 Add 42.87% <0.01 $10.00–12.74 · VW $11.22i $1,793,000 SEC
2019   Q3 111,669 0.02 Add 78.58% 0.01 $11.15–15.33 · VW $12.30i $1,281,000 SEC
2019   Q2 62,530 0.01 Reduce 29.34% <0.01 $12.97–15.72 · VW $14.26i $923,000 SEC
2019   Q1 88,490 0.02 Add 141.56% 0.01 $11.25–15.93 · VW $13.81i $1,235,000 SEC
2018   Q4 36,633 <0.01 Buy <0.01 $10.36–17.18 · VW $13.50i $426,000 SEC
2017   Q2 0 0.00 Sell 100.00% 0.01 $14.98–18.37 · VW $16.79i SEC
2017   Q1 67,160 0.01 Reduce 72.02% 0.05 $15.47–22.86 · VW $19.25i $1,139,000 SEC
2016   Q4 240,070 0.06 Reduce 19.79% 0.02 $17.78–23.53 · VW $21.14i $4,914,000 SEC
2016   Q3 299,307 0.09 Reduce 48.20% 0.06 $17.55–21.75 · VW $19.71i $6,414,000 SEC
2016   Q2 577,844 0.13 Add 62.45% 0.05 $15.77–19.64 · VW $17.63i $10,482,000 SEC
2016   Q1 355,714 0.07 Reduce 57.84% 0.09 $12.03–20.08 · VW $15.52i $6,303,000 SEC
2015   Q4 843,722 0.15 Buy 0.15 $14.85–18.95 · VW $16.96i $13,348,000 SEC
2014   Q4 0 0.00 Sell 100.00% 0.25 $22.03–30.42 · VW $27.33i SEC
2014   Q3 795,140 0.25 Add 110.62% 0.13 $29.85–37.25 · VW $32.36i $24,180,000 SEC
2014   Q2 377,519 0.18 Buy 0.18 $31.37–37.65 · VW $35.08i
IPO/listing quarter
$13,670,000 SEC
Price snapshot:
Current price$13.05
52-week low$10.94
52-week high$17.26