DY — DYCOM INDS INC COM

Ownership history in PECONIC PARTNERS LLC  ·  58 quarters on record

This page tracks every 13F SEC filing in which PECONIC PARTNERS LLC reported a position in DYCOM INDS INC COM (DY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
33.22% (2025 Q3)
Avg. % of fund
11.89%
First filed
2011 Q3
Last filed
2025 Q4
Quarters held
58
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 4,108,320 -9,000 -0.2% 32.99% $1.39B $337.90
2025 Q3 ADDED 4,117,320 +299,495 +7.8% 33.22% $1.20B $291.76
2025 Q2 ADDED 3,817,825 +105,586 +2.8% 29.91% $933.0M $244.39
2025 Q1 ADDED 3,712,239 +58,747 +1.6% 28.88% $565.5M $152.34
54 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DY price (monthly, adj. close)

Other funds also holding DY

As of 2025 Q4 — sorted by position size

Hill City Capital, LP 3Y 12.88% Applied Fundamental Research, LLC 3Y 11.74% NEUMEIER POMA INVESTMENT COUNSEL LLC 3Y 7Y 3.82% 12th Street Asset Management Company, LLC 3Y 7Y 3.74% First Washington CORP 3Y 7Y 2.93% Rithm Capital Corp. 2.91% G2 Investment Partners Management LLC 3Y 7Y 2.91% Aristotle Capital Boston, LLC 3Y 7Y 2.27% IRONWOOD INVESTMENT MANAGEMENT LLC 3Y 7Y 2.04% HENNESSY ADVISORS INC 3Y 7Y 1.9%
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