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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
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 $5.78B AUM 127.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HCC
Hill City Capital Boston, Massachusetts $2.8B AUM 79.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Bornite Capital Management's DY Position: Q1 2026 in Review

Bornite Capital Management opened a new position in Dycom Industries (DY) in Q1 2026: 105,200 shares worth $35.6M. The stake represents 5.99% of the portfolio and ranks #8 among its holdings. This is a return to the name: Bornite Capital Management previously reported a position in DY as recently as Q3 2025.

Bornite Capital Management first reported a position in DY in Q3 2025 and has held it in 2 quarters since. The position peaked at $43.8M in Q3 2025. 517 funds tracked by Wall St. Rank hold DY as of Q1 2026.

  • Bornite Capital Management held 105,200 shares of Dycom Industries worth $35.6M as of Q1 2026.
  • Dycom Industries was a new Bornite Capital Management position in Q1 2026.
  • Dycom Industries made up 5.99% of Bornite Capital Management's portfolio in Q1 2026, its #8 holding.
  • Bornite Capital Management first reported a position in Dycom Industries in Q3 2025 and has held it in 2 quarters since.
  • Bornite Capital Management's Dycom Industries position peaked at $43.8M in Q3 2025.
  • 517 funds tracked by Wall St. Rank held Dycom Industries as of Q1 2026.

Based on Bornite Capital Management's 13F filing for Q1 2026, filed 15 May 2026.