111 Capital’s Dycom Industries DY Stock Holding History

111 Capital’s Portfolio DY Stock Details DY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$352K	Buy	+697	New	+$305K	0.06%	309
2026 Q1	–	Sell	-756	Closed	-$255K	–	369
2025 Q4	$255K	Buy	+756	New	+$238K	0.06%	263
2025 Q3	–	Sell	-2,834	Closed	-$693K	–	529
2025 Q2	$693K	Buy	+2,834	New	+$558K	0.12%	198

Other funds holding DY

Peconic Partners New York $8.04B AUM 107.18% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

HCC

Hill City Capital Boston, Massachusetts $4.28B AUM 80.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

111 Capital's DY Position: Q2 2026 in Review

111 Capital opened a new position in Dycom Industries (DY) in Q2 2026: 697 shares worth $352K. The stake represents 0.06% of the portfolio and ranks #309 among its holdings. This is a return to the name: 111 Capital previously reported a position in DY as recently as Q4 2025.

111 Capital first reported a position in DY in Q2 2025 and has held it in 3 quarters since. The position peaked at $693K in Q2 2025. 618 funds tracked by Wall St. Rank hold DY as of Q2 2026.

111 Capital held 697 shares of Dycom Industries worth $352K as of Q2 2026.
Dycom Industries was a new 111 Capital position in Q2 2026.
Dycom Industries made up 0.06% of 111 Capital's portfolio in Q2 2026, its #309 holding.
111 Capital first reported a position in Dycom Industries in Q2 2025 and has held it in 3 quarters since.
111 Capital's Dycom Industries position peaked at $693K in Q2 2025.
618 funds tracked by Wall St. Rank held Dycom Industries as of Q2 2026.

Based on 111 Capital's 13F filing for Q2 2026, filed 5 Aug 2026.