Applied Fundamental Research’s Dycom Industries DY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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
VPM
VCM
HCC
