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Callahan Advisors’s Dycom Industries DY Stock Holding History

Callahan Advisors’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 		$14.2M Sell
28,125
-4
-0% -$1.75K 1.07% 30
2026
Q1 		$9.53M Sell
28,129
-1,880
-6% -$706K 0.8% 37
2025
Q4 		$10.1M Sell
30,009
-2,562
-8% -$808K 0.83% 35
2025
Q3 		$9.5M Sell
32,571
-2,290
-7% -$601K 0.81% 41
2025
Q2 		$8.52M Sell
34,861
-1,065
-3% -$210K 0.77% 42
2025
Q1 		$5.47M Buy
35,926
+4,478
+14% +$772K 0.52% 55
2024
Q4 		$5.47M Buy
31,448
+316
+1% +$58.5K 0.52% 52
2024
Q3 		$6.14M Sell
31,132
-609
-2% -$110K 0.6% 51
2024
Q2 		$5.36M Buy
31,741
+1,208
+4% +$189K 0.56% 52
2024
Q1 		$4.38M Buy
30,533
+7,876
+35% +$970K 0.46% 57
2023
Q4 		$2.61M Buy
22,657
+8,277
+58% +$786K 0.3% 70
2023
Q3 		$1.28M Buy
+14,380
New +$1.43M 0.16% 84
2019
Q1 		– Sell
-14,170
Closed -$766K – 136
2018
Q4 		$766K Sell
14,170
-6,660
-32% -$448K 0.16% 93
2018
Q3 		$1.76M Sell
20,830
-33,760
-62% -$2.92M 0.33% 67
2018
Q2 		$5.16M Sell
54,590
-1,860
-3% -$190K 1.02% 38
2018
Q1 		$6.08M Sell
56,450
-4,080
-7% -$463K 1.25% 34
2017
Q4 		$6.75M Buy
60,530
+1,170
+2% +$113K 1.34% 32
2017
Q3 		$5.1M Buy
59,360
+1,800
+3% +$152K 1.07% 41
2017
Q2 		$5.15M Buy
57,560
+6,955
+14% +$674K 1.12% 39
2017
Q1 		$4.7M Buy
50,605
+3,545
+8% +$301K 1.06% 38
2016
Q4 		$3.78M Buy
47,060
+2,575
+6% +$208K 0.91% 42
2016
Q3 		$3.64M Buy
44,485
+6,920
+18% +$611K 0.91% 44
2016
Q2 		$3.37M Buy
37,565
+20,320
+118% +$1.53M 0.89% 45
2016
Q1 		$1.11M Buy
+17,245
New +$1.05M 0.31% 63

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

Callahan Advisors's DY Position: Q2 2026 in Review

Callahan Advisors reduced its Dycom Industries (DY) stake by 0.01% in Q2 2026, selling an estimated $1.75K and leaving 28,125 shares worth $14.2M. The position accounts for 1.07% of the portfolio, ranked #30.

Callahan Advisors first reported a position in DY in Q1 2016 and has held it in 24 quarters since. 621 funds tracked by Wall St. Rank hold DY as of Q2 2026.

  • Callahan Advisors held 28,125 shares of Dycom Industries worth $14.2M as of Q2 2026.
  • Callahan Advisors sold 4 Dycom Industries shares in Q2 2026, an estimated $1.75K.
  • Dycom Industries made up 1.07% of Callahan Advisors's portfolio in Q2 2026, its #30 holding.
  • Callahan Advisors first reported a position in Dycom Industries in Q1 2016 and has held it in 24 quarters since.
  • 621 funds tracked by Wall St. Rank held Dycom Industries as of Q2 2026.

Based on Callahan Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.