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12th Street Asset Management Company’s Dycom Industries DY Stock Holding History

12th Street Asset Management Company’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 		$27.9M Sell
55,105
-13,373
-20% -$5.84M 3.97% 11
2026
Q1 		$23.2M Buy
68,478
+1,225
+2% +$460K 3.8% 12
2025
Q4 		$22.7M Buy
67,253
+15
+0% +$4.73K 3.74% 12
2025
Q3 		$19.6M Buy
67,238
+22,077
+49% +$5.79M 3.32% 13
2025
Q2 		$11M Buy
45,161
+17,962
+66% +$3.53M 1.9% 20
2025
Q1 		$4.14M Buy
+27,199
New +$4.69M 0.71% 26
2020
Q1 		– Sell
-127,762
Closed -$6.02M – 27
2019
Q4 		$6.02M Buy
127,762
+83,261
+187% +$4.05M 1.49% 19
2019
Q3 		$2.27M Buy
+44,501
New +$2.25M 0.6% 23
2019
Q1 		– Sell
-241,454
Closed -$13M – 27
2018
Q4 		$13M Buy
+241,454
New +$16.2M 4.29% 11
2018
Q3 		– Sell
-348,873
Closed -$33.5M – 25
2018
Q2 		$33.5M Sell
348,873
-45,537
-12% -$4.66M 8.08% 3
2018
Q1 		$42.5M Buy
394,410
+29,123
+8% +$3.31M 10% 2
2017
Q4 		$40.7M Buy
365,287
+12,711
+4% +$1.23M 10.21% 2
2017
Q3 		$30.3M Buy
352,576
+44,718
+15% +$3.77M 7.84% 3
2017
Q2 		$27.6M Buy
307,858
+1,257
+0.4% +$122K 7.09% 5
2017
Q1 		$28.5M Buy
306,601
+12,663
+4% +$1.07M 8.26% 2
2016
Q4 		$23.6M Buy
293,938
+94,805
+48% +$7.67M 7.14% 3
2016
Q3 		$16.3M Sell
199,133
-165,440
-45% -$14.6M 6.18% 7
2016
Q2 		$32.7M Buy
364,573
+39,597
+12% +$2.99M 12.96% 1
2016
Q1 		$20.9M Buy
324,976
+165,662
+104% +$10.1M 10.12% 3
2015
Q4 		$11.1M Sell
159,314
-173,926
-52% -$13.8M 7.03% 8
2015
Q3 		$24.1M Sell
333,240
-177,046
-35% -$12.3M 8.84% 5
2015
Q2 		$32.1M Sell
510,286
-140,108
-22% -$7.42M 10.36% 3
2015
Q1 		$30.9M Buy
650,394
+37,899
+6% +$1.49M 11.32% 1
2014
Q4 		$19.7M Buy
+612,495
New +$18.3M 8.5% 6

Other funds holding DY

PP
Peconic Partners New York $8.04B AUM 107.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

12th Street Asset Management Company's DY Position: Q2 2026 in Review

12th Street Asset Management Company reduced its Dycom Industries (DY) stake by 20% in Q2 2026, selling an estimated $5.84M and leaving 55,105 shares worth $27.9M. The position accounts for 3.97% of the portfolio, ranked #11.

12th Street Asset Management Company first reported a position in DY in Q4 2014 and has held it in 24 quarters since. The position peaked at $42.5M in Q1 2018. 621 funds tracked by Wall St. Rank hold DY as of Q2 2026.

  • 12th Street Asset Management Company held 55,105 shares of Dycom Industries worth $27.9M as of Q2 2026.
  • 12th Street Asset Management Company sold 13,373 Dycom Industries shares in Q2 2026, an estimated $5.84M.
  • Dycom Industries made up 3.97% of 12th Street Asset Management Company's portfolio in Q2 2026, its #11 holding.
  • 12th Street Asset Management Company first reported a position in Dycom Industries in Q4 2014 and has held it in 24 quarters since.
  • 12th Street Asset Management Company's Dycom Industries position peaked at $42.5M in Q1 2018.
  • 621 funds tracked by Wall St. Rank held Dycom Industries as of Q2 2026.

Based on 12th Street Asset Management Company's 13F filing for Q2 2026, filed 13 Aug 2026.