1SAMC
12th Street Asset Management Company’s Dycom Industries DY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11M | Buy |
45,161
+17,962
| +66% | +$4.39M | 1.9% | 20 |
|
|
2025
Q1 | $4.14M | Buy |
+27,199
| New | +$4.14M | 0.71% | 26 |
|
|
2020
Q1 | – | Sell |
-127,762
| Closed | -$6.02M | – | 27 |
|
|
2019
Q4 | $6.02M | Buy |
127,762
+83,261
| +187% | +$3.93M | 1.49% | 19 |
|
|
2019
Q3 | $2.27M | Buy |
+44,501
| New | +$2.27M | 0.6% | 23 |
|
|
2019
Q1 | – | Sell |
-241,454
| Closed | -$13M | – | 27 |
|
|
2018
Q4 | $13M | Buy |
+241,454
| New | +$13M | 4.29% | 11 |
|
|
2018
Q3 | – | Sell |
-348,873
| Closed | -$33.5M | – | 25 |
|
|
2018
Q2 | $33.5M | Sell |
348,873
-45,537
| -12% | -$4.37M | 8.08% | 3 |
|
|
2018
Q1 | $42.5M | Buy |
394,410
+29,123
| +8% | +$3.13M | 10% | 2 |
|
|
2017
Q4 | $40.7M | Buy |
365,287
+12,711
| +4% | +$1.42M | 10.21% | 2 |
|
|
2017
Q3 | $30.3M | Buy |
352,576
+44,718
| +15% | +$3.84M | 7.84% | 3 |
|
|
2017
Q2 | $27.6M | Buy |
307,858
+1,257
| +0.4% | +$113K | 7.09% | 5 |
|
|
2017
Q1 | $28.5M | Buy |
306,601
+12,663
| +4% | +$1.18M | 8.26% | 2 |
|
|
2016
Q4 | $23.6M | Buy |
293,938
+94,805
| +48% | +$7.61M | 7.14% | 3 |
|
|
2016
Q3 | $16.3M | Sell |
199,133
-165,440
| -45% | -$13.5M | 6.18% | 7 |
|
|
2016
Q2 | $32.7M | Buy |
364,573
+39,597
| +12% | +$3.55M | 12.96% | 1 |
|
|
2016
Q1 | $20.9M | Buy |
324,976
+165,662
| +104% | +$10.6M | 10.12% | 3 |
|
|
2015
Q4 | $11.1M | Sell |
159,314
-173,926
| -52% | -$12.2M | 7.03% | 8 |
|
|
2015
Q3 | $24.1M | Sell |
333,240
-177,046
| -35% | -$12.8M | 8.84% | 5 |
|
|
2015
Q2 | $32.1M | Sell |
510,286
-140,108
| -22% | -$8.82M | 10.36% | 3 |
|
|
2015
Q1 | $30.9M | Buy |
650,394
+37,899
| +6% | +$1.8M | 11.32% | 1 |
|
|
2014
Q4 | $19.7M | Buy |
+612,495
| New | +$19.7M | 8.5% | 6 |
|