# Now (DNOW): value investors who own it | moatshark

2 value investors held Now in their Q3 2026 13F, led by Baupost Group, First Eagle Investment Management.

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Baupost Group | 0.7% | $36.2m | Trimmed -23% | 2 |
| First Eagle Investment Management | 0.0% | $7.8m | Added +70% | 18 |

## Directors buying and selling (Form 4, last 12 months)

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-08-10 | Cherechinsky David A | President and CEO | Sold | 198213 | $3.3m |
| 2026-08-10 | Cherechinsky David A | President and CEO | Sold | 57929 | $969k |
| 2026-08-10 | Johnson Mark B | See Remarks | Sold | 50181 | $843k |
| 2026-08-10 | Chang Raymond W | VP and General Counsel | Sold | 43621 | $741k |
| 2026-08-10 | Johnson Mark B | See Remarks | Sold | 40675 | $683k |
| 2026-08-10 | Chang Raymond W | VP and General Counsel | Sold | 32617 | $554k |
| 2026-08-10 | Johnson Mark B | See Remarks | Sold | 21985 | $369k |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/dnow). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.