Dnow Inc.
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Dnow Inc.
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
NOW Inc. distributes downstream energy and industrial products for petroleum refining, chemical processing, LNG terminals, power generation utilities, and industrial manufacturing operations in the United States, Canada, and internationally. The company offers its products under the DistributionNOW and DNOW brand names. It provides consumable maintenance, repair, and operating supplies; pipes, valves, fittings, flanges, gaskets, fasteners, electrical products, instrumentations, artificial lift, pumping solutions, valve actuation and modular process, and measurement and control equipment; and mill supplies, tools, safety supplies, and personal protective equipment, as well as applied products and applications, such as artificial lift systems, coatings, and miscellaneous expendable items. The company also offers original equipment manufacturer equipment, including pumps, generator sets, air and gas compressors, dryers, blowers, mixers, and valves; modular oil and gas tank battery solutions; and application systems, work processes, parts integration, optimization solutions, and after-sales support services. In addition, it provides supply chain and materials management solutions that include procurement, inventory planning and management, and warehouse management, as well as solutions for logistics, point-of-issue technology, project management, business process, and performance metrics reporting services. The company serves customers through a network of approximately 180 locations in the upstream, midstream, and downstream sectors of the energy industry, including drilling contractors, well-servicing companies, independent and national oil and gas companies, midstream operators, and refineries, as well as petrochemical, chemical, utilities, and other downstream energy processors; and industrial and manufacturing companies. NOW Inc. was founded in 1862 and is headquartered in Houston, Texas.
NOW Inc. distributes downstream energy and industrial products for petroleum refining, chemical processing, LNG terminals, power generation utilities, and industrial manufacturing operations in the United States, Canada, and internationally. The company offers its products under the DistributionNOW and DNOW brand names. It provides consumable maintenance, repair, and operating supplies; pipes, valves, fittings, flanges, gaskets, fasteners, electrical products, instrumentations, artificial lift, pumping solutions, valve actuation and modular process, and measurement and control equipment; and mill supplies, tools, safety supplies, and personal protective equipment, as well as applied products and applications, such as artificial lift systems, coatings, and miscellaneous expendable items. The company also offers original equipment manufacturer equipment, including pumps, generator sets, air and gas compressors, dryers, blowers, mixers, and valves; modular oil and gas tank battery solutions; and application systems, work processes, parts integration, optimization solutions, and after-sales support services. In addition, it provides supply chain and materials management solutions that include procurement, inventory planning and management, and warehouse management, as well as solutions for logistics, point-of-issue technology, project management, business process, and performance metrics reporting services. The company serves customers through a network of approximately 180 locations in the upstream, midstream, and downstream sectors of the energy industry, including drilling contractors, well-servicing companies, independent and national oil and gas companies, midstream operators, and refineries, as well as petrochemical, chemical, utilities, and other downstream energy processors; and industrial and manufacturing companies. NOW Inc. was founded in 1862 and is headquartered in Houston, Texas.
Last report4 of 8 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
No other changes.
No other changes.
Annual filing, covered
10-K parsed · Feb 26 '26
Supply-chain ties, covered
None disclosed
Fund holders, covered
N-PORT holdings
13F holdings, covered
13F quarter · Jun 30 '26
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Company IR feed, not covered
News via newswires & EDGAR
Products, patents, hiring, not covered
Not covered
Annual filing, covered
10-K parsed · Feb 26 '26
Supply-chain ties, covered
None disclosed
Fund holders, covered
N-PORT holdings
13F holdings, covered
13F quarter · Jun 30 '26
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Company IR feed, not covered
News via newswires & EDGAR
Products, patents, hiring, not covered
Not covered
No thesis.
Same SIC code · 6
Same SEC industry code: Baker Hughes Co, TechnipFMC plc, NOV Inc. and 3 more; of Dnow Inc.'s 6 closest co-movers, 1 shares that code.
Same SIC code · 6
Same SEC industry code: Baker Hughes Co, TechnipFMC plc, NOV Inc. and 3 more; of Dnow Inc.'s 6 closest co-movers, 1 shares that code.
Largest filed tie
0
filed ties
+8.23%
vs ±7.4% implied · ×1.12
shaded = implied · ▲▼ = realized
Dnow Inc.
16.24
+0.44 · +2.78%
Tall tick = annual report · Source: EDGAR
| Manager | Value | % base | |
|---|---|---|---|
| BlackRockindex-like | $374.9M | 14.75% | −2.64% |
| Wellington | $253.1M | 9.95% | +15.60% |
| Vanguard Portfolioindex-like | $134.9M | 5.30% | −0.25% |
| Vanguardindex-like | $106.4M | 4.18% | −1.55% |
| Dimensional | $103.2M | 4.06% | −23.36% |
| Manager | Value | % base | |
|---|---|---|---|
| BlackRockindex-like | $374.9M | 14.75% | −2.64% |
| Wellington | $253.1M | 9.95% | +15.60% |
| Vanguard Portfolioindex-like | $134.9M | 5.30% | −0.25% |
| Vanguardindex-like | $106.4M | 4.18% | −1.55% |
| Dimensional | $103.2M | 4.06% | −23.36% |
Bull1
Bear2
Expected move
Inputs8Q avg ±8.4%·×0.88·fair
straddle ±8.6%
spot 15.80exp Nov 20ATM strike 16ATM straddle 1.60IV 57%