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Applied Fundamental Research’s Dycom Industries DY Stock Holding History

Applied Fundamental Research’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 		$19.2M Buy
37,923
+2,951
+8% +$1.29M 22.68% 1
2026
Q1 		$11.8M Hold
34,972
– – 15.64% 2
2025
Q4 		$11.8M Sell
34,972
-19,046
-35% -$6M 11.74% 2
2025
Q3 		$15.8M Sell
54,018
-13,728
-20% -$3.6M 15.31% 1
2025
Q2 		$16.6M Sell
67,746
-7,780
-10% -$1.53M 14.67% 2
2025
Q1 		$11.5M Buy
75,526
+24,495
+48% +$4.22M 9.64% 5
2024
Q4 		$8.88M Sell
51,031
-296
-0.6% -$54.8K 6.95% 8
2024
Q3 		$10.1M Sell
51,327
-3,228
-6% -$582K 6.68% 8
2024
Q2 		$9.21M Sell
54,555
-30,710
-36% -$4.79M 6.77% 9
2024
Q1 		$12.2M Sell
85,265
-33,474
-28% -$4.12M 9.06% 7
2023
Q4 		$13.7M Sell
118,739
-10,474
-8% -$994K 9.86% 4
2023
Q3 		$11.5M Sell
129,213
-535
-0.4% -$53.4K 8.36% 8
2023
Q2 		$14.7M Buy
129,748
+1,515
+1% +$150K 9.25% 3
2023
Q1 		$12M Buy
128,233
+9,910
+8% +$921K 8.65% 8
2022
Q4 		$11.1M Hold
118,323
– – 7.97% 8
2022
Q3 		$11.3M Sell
118,323
-61,882
-34% -$6.48M 9.17% 6
2022
Q2 		$16.8M Sell
180,205
-38,866
-18% -$3.46M 9.35% 8
2022
Q1 		$20.9M Sell
219,071
-74,513
-25% -$6.82M 9.4% 6
2021
Q4 		$27.5M Sell
293,584
-37,537
-11% -$3.17M 13.23% 2
2021
Q3 		$26.3M Buy
331,121
+82,322
+33% +$5.82M 14.04% 2
2021
Q2 		$18.5M Buy
248,799
+42,492
+21% +$3.66M 12.46% 2
2021
Q1 		$19.2M Buy
206,307
+4,399
+2% +$381K 16.16% 1
2020
Q4 		$15.2M Buy
+201,908
New +$13.9M 14.53% 2

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 $3.37T AUM 44.26% 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

Applied Fundamental Research's DY Position: Q2 2026 in Review

Applied Fundamental Research increased its Dycom Industries (DY) stake by 8.4% in Q2 2026, buying an estimated $1.29M and bringing the position to 37,923 shares worth $19.2M. The position accounts for 22.68% of the portfolio, ranked #1.

Applied Fundamental Research first reported a position in DY in Q4 2020 and has held it in 23 quarters since. The position peaked at $27.5M in Q4 2021. 620 funds tracked by Wall St. Rank hold DY as of Q2 2026.

  • Applied Fundamental Research held 37,923 shares of Dycom Industries worth $19.2M as of Q2 2026.
  • Applied Fundamental Research bought 2,951 Dycom Industries shares in Q2 2026, an estimated $1.29M.
  • Dycom Industries made up 22.68% of Applied Fundamental Research's portfolio in Q2 2026, its #1 holding.
  • Applied Fundamental Research first reported a position in Dycom Industries in Q4 2020 and has held it in 23 quarters since.
  • Applied Fundamental Research's Dycom Industries position peaked at $27.5M in Q4 2021.
  • 620 funds tracked by Wall St. Rank held Dycom Industries as of Q2 2026.

Based on Applied Fundamental Research's 13F filing for Q2 2026, filed 13 Aug 2026.