Bornite Capital Management
DY icon

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
Q3 		– Sell
-106,260
Closed -$53.7M – 25
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Hill City Capital
Hill City Capital Boston, Massachusetts $3.02B AUM 12.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bornite Capital Management's DY Position: Q3 2026 in Review

Bornite Capital Management sold out of Dycom Industries (DY) in Q3 2026, closing a stake of 106,260 shares — an estimated $53.7M sold.

Bornite Capital Management first reported a position in DY in Q3 2025 and held it in 3 quarters. The position peaked at $53.7M in Q2 2026. 423 funds tracked by Wall St. Rank hold DY as of Q3 2026.

  • Bornite Capital Management reported no remaining Dycom Industries position as of Q3 2026 after selling out during the quarter.
  • Bornite Capital Management sold 106,260 Dycom Industries shares in Q3 2026, an estimated $53.7M.
  • Bornite Capital Management first reported a position in Dycom Industries in Q3 2025 and held it in 3 quarters.
  • Bornite Capital Management's Dycom Industries position peaked at $53.7M in Q2 2026.
  • 423 funds tracked by Wall St. Rank held Dycom Industries as of Q3 2026.

Based on Bornite Capital Management's 13F filing for Q3 2026, filed 10 Nov 2026.