AAM
ACK Asset Management’s Dycom Industries DY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $54.9M | Sell |
224,700
-158,100
| -41% | -$38.6M | 7.21% | 3 |
|
|
2025
Q1 | $58.3M | Sell |
382,800
-62,700
| -14% | -$9.55M | 9.58% | 1 |
|
|
2024
Q4 | $77.5M | Sell |
445,500
-90,000
| -17% | -$15.7M | 10.39% | 1 |
|
|
2024
Q3 | $106M | Hold |
535,500
| – | – | 13.04% | 1 |
|
|
2024
Q2 | $90.4M | Hold |
535,500
| – | – | 11.15% | 1 |
|
|
2024
Q1 | $76.9M | Hold |
535,500
| – | – | 8.95% | 2 |
|
|
2023
Q4 | $61.6M | Buy |
+535,500
| New | +$61.6M | 7.41% | 2 |
|
|
2023
Q2 | – | Sell |
-485,000
| Closed | -$45.4M | – | 25 |
|
|
2023
Q1 | $45.4M | Buy |
485,000
+70,000
| +17% | +$6.56M | 6.93% | 5 |
|
|
2022
Q4 | $38.8M | Buy |
415,000
+285,000
| +219% | +$26.7M | 7.13% | 5 |
|
|
2022
Q3 | $12.4M | Buy |
130,000
+47,021
| +57% | +$4.49M | 3.29% | 14 |
|
|
2022
Q2 | $7.72M | Buy |
+82,979
| New | +$7.72M | 2.16% | 20 |
|
|
2021
Q2 | – | Sell |
-435,225
| Closed | -$18.1M | – | 25 |
|
|
2021
Q1 | $18.1M | Sell |
435,225
-20,000
| -4% | -$834K | 7.22% | 3 |
|
|
2020
Q4 | $19.2M | Sell |
455,225
-23,400
| -5% | -$986K | 7.9% | 2 |
|
|
2020
Q3 | $20.3M | Sell |
478,625
-49,075
| -9% | -$2.08M | 10.44% | 1 |
|
|
2020
Q2 | $22.8M | Sell |
527,700
-12,300
| -2% | -$532K | 10.34% | 1 |
|
|
2020
Q1 | $24.8M | Sell |
540,000
-160,000
| -23% | -$7.34M | 12.38% | 1 |
|
|
2019
Q4 | $35.8M | Buy |
700,000
+285,000
| +69% | +$14.6M | 10.38% | 1 |
|
|
2019
Q3 | $21.4M | Buy |
415,000
+100,000
| +32% | +$5.16M | 6.02% | 6 |
|
|
2019
Q2 | $16.7M | Buy |
+315,000
| New | +$16.7M | 4.84% | 9 |
|
|
2019
Q1 | – | Sell |
-420,000
| Closed | -$26.4M | – | 30 |
|
|
2018
Q4 | $26.4M | Buy |
420,000
+117,300
| +39% | +$7.38M | 8.97% | 2 |
|
|
2018
Q3 | $25.6M | Sell |
302,700
-100,000
| -25% | -$8.46M | 7.04% | 5 |
|
|
2018
Q2 | $27.9M | Buy |
402,700
+42,700
| +12% | +$2.96M | 7.46% | 3 |
|
|
2018
Q1 | $38.7M | Hold |
360,000
| – | – | 9.74% | 2 |
|
|
2017
Q4 | $40.1M | Sell |
360,000
-92,550
| -20% | -$10.3M | 9.01% | 1 |
|
|
2017
Q3 | $38.9M | Buy |
452,550
+32,550
| +8% | +$2.8M | 10.73% | 1 |
|
|
2017
Q2 | $37.6M | Buy |
420,000
+60,000
| +17% | +$5.37M | 8.48% | 1 |
|
|
2017
Q1 | $24M | Buy |
360,000
+20,000
| +6% | +$1.33M | 7.11% | 3 |
|
|
2016
Q4 | $27.3M | Sell |
340,000
-61,100
| -15% | -$4.91M | 8.03% | 1 |
|
|
2016
Q3 | $32.8M | Hold |
401,100
| – | – | 9.94% | 1 |
|
|
2016
Q2 | $36M | Buy |
401,100
+5,000
| +1% | +$449K | 10.7% | 1 |
|
|
2016
Q1 | $25.6M | Buy |
396,100
+177,262
| +81% | +$11.5M | 10.08% | 2 |
|
|
2015
Q4 | $15.3M | Sell |
218,838
-41,162
| -16% | -$2.88M | 7.85% | 4 |
|
|
2015
Q3 | $18.8M | Sell |
260,000
-317,300
| -55% | -$23M | 7.88% | 3 |
|
|
2015
Q2 | $34M | Sell |
577,300
-40,200
| -7% | -$2.37M | 9.5% | 1 |
|
|
2015
Q1 | $30.2M | Sell |
617,500
-123,800
| -17% | -$6.05M | 9.53% | 3 |
|
|
2014
Q4 | $26M | Sell |
741,300
-32,000
| -4% | -$1.12M | 9.38% | 3 |
|
|
2014
Q3 | $23.7M | Buy |
773,300
+10,000
| +1% | +$307K | 8.53% | 1 |
|
|
2014
Q2 | $23.9M | Buy |
763,300
+2,000
| +0.3% | +$62.6K | 7.18% | 2 |
|
|
2014
Q1 | $24.1M | Buy |
761,300
+131,900
| +21% | +$4.17M | 7.92% | 1 |
|
|
2013
Q4 | $17.5M | Buy |
629,400
+106,320
| +20% | +$2.95M | 5.77% | 4 |
|
|
2013
Q3 | $14.6M | Buy |
523,080
+333,080
| +175% | +$9.32M | 5.63% | 5 |
|
|
2013
Q2 | $4.4M | Buy |
+190,000
| New | +$4.4M | 1.78% | 23 |
|