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Bayforest Capital’s Dycom Industries DY Stock Holding History

Bayforest Capital’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 		$19.7K Sell
39
-114
-75% -$49.8K 0.02% 786
2026
Q1 		$51.8K Sell
153
-921
-86% -$346K 0.06% 547
2025
Q4 		$363K Sell
1,074
-505
-32% -$159K 0.27% 86
2025
Q3 		$461K Buy
1,579
+663
+72% +$174K 0.22% 164
2025
Q2 		$224K Buy
+916
New +$180K 0.1% 356
2025
Q1 		– Sell
-309
Closed -$53.8K – 770
2024
Q4 		$53.8K Buy
+309
New +$57.2K 0.07% 460

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

Bayforest Capital's DY Position: Q2 2026 in Review

Bayforest Capital reduced its Dycom Industries (DY) stake by 75% in Q2 2026, selling an estimated $49.8K and leaving 39 shares worth $19.7K. The position accounts for 0.02% of the portfolio, ranked #786.

Bayforest Capital first reported a position in DY in Q4 2024 and has held it in 6 quarters since. The position peaked at $461K in Q3 2025. 618 funds tracked by Wall St. Rank hold DY as of Q2 2026.

  • Bayforest Capital held 39 shares of Dycom Industries worth $19.7K as of Q2 2026.
  • Bayforest Capital sold 114 Dycom Industries shares in Q2 2026, an estimated $49.8K.
  • Dycom Industries made up 0.02% of Bayforest Capital's portfolio in Q2 2026, its #786 holding.
  • Bayforest Capital first reported a position in Dycom Industries in Q4 2024 and has held it in 6 quarters since.
  • Bayforest Capital's Dycom Industries position peaked at $461K in Q3 2025.
  • 618 funds tracked by Wall St. Rank held Dycom Industries as of Q2 2026.

Based on Bayforest Capital's 13F filing for Q2 2026, filed 5 Aug 2026.