NOW Inc. (DNOW)

Sector:Industrials
Super Investor Stats:
Ownership count:2
Ownership rank:245
% of all portfolios:0.131%
Hold Price * :$20.48
History Portfolio Manager Activity Share change % change to portfolio
Q4  2016
Allan Mecham - Arlington Value Capital Reduce 18.28% 646,603 1.82
Warren Buffett - Berkshire Hathaway Sell 100.00% 1,825,569 0.03
Q3  2016
Allan Mecham - Arlington Value Capital Reduce 23.42% 1,082,025 2.69
Jean-Marie Eveillard - First Eagle U.S. Value Reduce 83.25% 492,783 0.65
Q2  2016
Allan Mecham - Arlington Value Capital Reduce 2.35% 111,194 0.22
Jean-Marie Eveillard - First Eagle U.S. Value Reduce 20.22% 150,000 0.17
Bruce Berkowitz - Fairholme Capital Sell 100.00% 6,781,500 7.26
Thomas Gayner - Markel Asset Management Sell 100.00% 118,500 0.06
Q1  2016
Bruce Berkowitz - Fairholme Capital Reduce 5.62% 403,500 0.43
Allan Mecham - Arlington Value Capital Reduce 22.28% 1,356,111 2.94
Dodge & Cox Team - Dodge & Cox Sell 100.00% 1,690,218 0.05
Q4  2015
Allan Mecham - Arlington Value Capital Add 10.28% 567,266 1.13
Bruce Berkowitz - Fairholme Capital Add 6.41% 432,600 0.28
Jean-Marie Eveillard - First Eagle U.S. Value Reduce 6.78% 53,946 0.04
Dodge & Cox Team - Dodge & Cox Reduce 13.47% 263,011 0.01
Q3  2015
Allan Mecham - Arlington Value Capital Add 51.54% 1,877,293 3.74
Bruce Berkowitz - Fairholme Capital Buy 6,752,400 2.88
Q2  2015
Thomas Gayner - Markel Asset Management Add 26.74% 25,000 0.01
Jean-Marie Eveillard - First Eagle U.S. Value Reduce 2.99% 24,571 0.02
Dodge & Cox Team - Dodge & Cox Reduce 6.58% 137,471 0.00
Allan Mecham - Arlington Value Capital Reduce 10.33% 419,532 1.17
Q1  2015
Allan Mecham - Arlington Value Capital Add 123.99% 2,248,263 7.03
Jean-Marie Eveillard - First Eagle U.S. Value Reduce 7.14% 63,037 0.07
Robert Olstein - Olstein Value Sell 100.00% 252,000 0.95
Q4  2014
Allan Mecham - Arlington Value Capital Add 747.21% 1,599,296 7.29
Robert Olstein - Olstein Value Add 61.54% 96,000 0.36
Q3  2014
Robert Olstein - Olstein Value Add 48.57% 51,000 0.23
Allan Mecham - Arlington Value Capital Buy 214,037 1.47
Dodge & Cox Team - Dodge & Cox Reduce 1.03% 21,800 0.00
David Rolfe - Wedgewood Partners Sell 100.00% 478,947 0.30

* "Hold Price" is the term we use to indicate the price at which our Super Investors are comfortable owning a security. It is the price of the security as of the portfolio date (usually quarter end). It's a reasonable indicator of a stock's undervaluation at that price, otherwise it would have been sold. We only provide this value when a security is owned by at least two Super Investors. In the case of reporting dates being different, we calculate a weighted average price.