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Brevan Howard Capital Management’s Dycom Industries DY Stock Holding History

Brevan Howard 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 		$2.99M Buy
5,911
+5,123
+650% +$2.24M 0.02% 552
2026
Q1 		$267K Buy
788
+31
+4% +$11.6K ﹤0.01% 1700
2025
Q4 		$256K Sell
757
-7,720
-91% -$2.43M ﹤0.01% 1451
2025
Q3 		$2.47M Sell
8,477
-10,089
-54% -$2.65M 0.01% 466
2025
Q2 		$4.54M Buy
+18,566
New +$3.65M 0.03% 395
2025
Q1 		– Sell
-5,026
Closed -$875K – 1231
2024
Q4 		$875K Buy
5,026
+140
+3% +$25.9K 0.01% 463
2024
Q3 		$963K Sell
4,886
-2,564
-34% -$463K 0.01% 466
2024
Q2 		$1.26M Buy
7,450
+3,935
+112% +$614K 0.01% 313
2024
Q1 		$505K Buy
3,515
+1,173
+50% +$144K ﹤0.01% 460
2023
Q4 		$270K Buy
+2,342
New +$222K ﹤0.01% 767

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 $3.38T AUM 44.17% 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

Brevan Howard Capital Management's DY Position: Q2 2026 in Review

Brevan Howard Capital Management increased its Dycom Industries (DY) stake by 650% in Q2 2026, buying an estimated $2.24M and bringing the position to 5,911 shares worth $2.99M. The position accounts for 0.02% of the portfolio, ranked #552.

Brevan Howard Capital Management first reported a position in DY in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.54M in Q2 2025. 621 funds tracked by Wall St. Rank hold DY as of Q2 2026.

  • Brevan Howard Capital Management held 5,911 shares of Dycom Industries worth $2.99M as of Q2 2026.
  • Brevan Howard Capital Management bought 5,123 Dycom Industries shares in Q2 2026, an estimated $2.24M.
  • Dycom Industries made up 0.02% of Brevan Howard Capital Management's portfolio in Q2 2026, its #552 holding.
  • Brevan Howard Capital Management first reported a position in Dycom Industries in Q4 2023 and has held it in 10 quarters since.
  • Brevan Howard Capital Management's Dycom Industries position peaked at $4.54M in Q2 2025.
  • 621 funds tracked by Wall St. Rank held Dycom Industries as of Q2 2026.

Based on Brevan Howard Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.