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Disclosery

Verbena Value LP: DNOW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Verbena Value LP on DNOW, newest first. How the timeline and the estimate are built.

Verbena Value LP held 3,607,059 DNOW shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,607,059 shares
    Change vs previous 13F +309,155 shares

    7.73% of the 13F portfolio, value $46,783,555.

    13F-HR 0001214659-26-010320 filed by Verbena Value LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 3,297,904 shares
    Change vs previous 13F -385,108 shares

    6.43% of the 13F portfolio, value $39,278,037.

    13F-HR 0001214659-26-005488 filed by Verbena Value LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 3,683,012 shares
    Change vs previous 13F not available

    8.4% of the 13F portfolio, value $48,799,909.

    13F-HR 0001214659-26-001532 filed by Verbena Value LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).