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Bornite Capital Management’s Dycom Industries DY Stock Holding History

Bornite Capital 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
2026
Q2 		$53.7M Buy
106,260
+1,060
+1% +$463K 6.76% 4
2026
Q1 		$35.6M Buy
+105,200
New +$39.5M 5.99% 8
2025
Q4 		– Sell
-150,000
Closed -$43.8M – 34
2025
Q3 		$43.8M Buy
+150,000
New +$39.4M 4.06% 9

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

Bornite Capital Management's DY Position: Q2 2026 in Review

Bornite Capital Management increased its Dycom Industries (DY) stake by 1% in Q2 2026, buying an estimated $463K and bringing the position to 106,260 shares worth $53.7M. The position accounts for 6.76% of the portfolio, ranked #4.

Bornite Capital Management first reported a position in DY in Q3 2025 and has held it in 3 quarters since. 621 funds tracked by Wall St. Rank hold DY as of Q2 2026.

  • Bornite Capital Management held 106,260 shares of Dycom Industries worth $53.7M as of Q2 2026.
  • Bornite Capital Management bought 1,060 Dycom Industries shares in Q2 2026, an estimated $463K.
  • Dycom Industries made up 6.76% of Bornite Capital Management's portfolio in Q2 2026, its #4 holding.
  • Bornite Capital Management first reported a position in Dycom Industries in Q3 2025 and has held it in 3 quarters since.
  • 621 funds tracked by Wall St. Rank held Dycom Industries as of Q2 2026.

Based on Bornite Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.