u/cherechinsky-david-a — thesis ledger

Window	Theses	Resolved	Wins	Win rate	Avg return	Median return
1d	1	1	1	100%	-3.3%	-3.3%
3d	1	1	1	100%	-2.4%	-2.4%
1w	1	1	1	100%	-7.3%	-7.3%
1m	1	1	1	100%	-7.1%	-7.1%
3m	0	0	0	—	—	—
6m	0	0	0	—	—	—
1y	0	0	0	—	—	—

Window

Theses

Resolved

Wins

Win rate

Avg return

Median return

100%

-3.3%

100%

-2.4%

100%

-7.3%

100%

-7.1%

—

Thesis history

$DNOWSEC Form 4bearish

Cherechinsky David A · President and CEO at DNOW Inc. · 49d agono track record yet

Sold 256,142 @ $16.73 avg · $4,285,256 · 2026-08-10

Form 4: Cherechinsky David A sold DNOW

Cherechinsky David A (President and CEO at DNOW Inc.) reported an open-market sale of 256,142 shares of DNOW at an average $16.73, roughly $4,285,256, in a Form 4 filed 2026-08-12.

At post $16.84Now $15.59-7.4% since postedas of Sep 18, 4:30 PM ET

1d-3.3%

3d-2.4%

1w-7.3%

1m-7.1%

3m—

6m—

1y—

View filing on SEC.gov →

End of results.