DNOW NOW INC

held 9 mo · 3 quarters on record · no longer held DNOW across all managers

Position over time

Period	Shares	% of portfolio	Activity	Value
Q3 2021	150,000	2.75%	NEW	$1M
Q1 2021	700,000	6.07%	Reduce 53.3%	$7M
Q4 2020	1,500,000	7.70%	NEW	$11M

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