Appian Way Asset Management’s Dycom Industries DY Stock Holding History

Appian Way Asset Management’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
2025 Q2	$6.95M	Sell
2025 Q1	$28.9M	Buy
2024 Q4	$15.9M	Sell
2024 Q3	$39.9M	Buy
2024 Q2	$29.1M	Sell
2024 Q1	$28.3M	Buy
2023 Q4	$12.3M	Buy
2023 Q3	$4.41M	Buy
2023 Q2	–	Sell
2023 Q1	$14.4M	Buy