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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
Q3 		– Sell
-28,435
Closed -$6.95M – 34
2025
Q2 		$6.95M Sell
28,435
-161,250
-85% -$31.7M 1.54% 15
2025
Q1 		$28.9M Buy
189,685
+98,542
+108% +$17M 6.47% 7
2024
Q4 		$15.9M Sell
91,143
-111,408
-55% -$20.6M 3.3% 10
2024
Q3 		$39.9M Buy
202,551
+30,207
+18% +$5.45M 8.98% 4
2024
Q2 		$29.1M Sell
172,344
-25,020
-13% -$3.9M 7.45% 5
2024
Q1 		$28.3M Buy
197,364
+90,198
+84% +$11.1M 7.43% 4
2023
Q4 		$12.3M Buy
107,166
+57,627
+116% +$5.47M 2.59% 11
2023
Q3 		$4.41M Buy
+49,539
New +$4.94M 1.05% 26
2023
Q2 		– Sell
-153,600
Closed -$14.4M – 28
2023
Q1 		$14.4M Buy
+153,600
New +$14.3M 4.81% 8

Other funds holding DY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PP
Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HCC
Hill City Capital Boston, Massachusetts $2.8B AUM 79.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Appian Way Asset Management's DY Position: Q3 2025 in Review

Appian Way Asset Management sold out of Dycom Industries (DY) in Q3 2025, closing a stake of 28,435 shares — an estimated $6.95M sold.

Appian Way Asset Management first reported a position in DY in Q1 2023 and held it in 9 quarters. The position peaked at $39.9M in Q3 2024. 414 funds tracked by Wall St. Rank hold DY as of Q3 2025.

  • Appian Way Asset Management reported no remaining Dycom Industries position as of Q3 2025 after selling out during the quarter.
  • Appian Way Asset Management sold 28,435 Dycom Industries shares in Q3 2025, an estimated $6.95M.
  • Appian Way Asset Management first reported a position in Dycom Industries in Q1 2023 and held it in 9 quarters.
  • Appian Way Asset Management's Dycom Industries position peaked at $39.9M in Q3 2024.
  • 414 funds tracked by Wall St. Rank held Dycom Industries as of Q3 2025.

Based on Appian Way Asset Management's 13F filing for Q3 2025, filed 14 Nov 2025.