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Cartenna Capital’s Dycom Industries DY Stock Holding History

Cartenna Capital’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 		$40.4M Buy
+80,000
New +$35M 0.96% 35
2026
Q1 		– Sell
-100,000
Closed -$33.8M – 53
2025
Q4 		$33.8M Sell
100,000
-40,000
-29% -$12.6M 1.12% 36
2025
Q3 		$40.8M Buy
+140,000
New +$36.7M 1.16% 30

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

Cartenna Capital's DY Position: Q2 2026 in Review

Cartenna Capital opened a new position in Dycom Industries (DY) in Q2 2026: 80,000 shares worth $40.4M. The stake represents 0.96% of the portfolio and ranks #35 among its holdings. This is a return to the name: Cartenna Capital previously reported a position in DY as recently as Q4 2025.

Cartenna Capital first reported a position in DY in Q3 2025 and has held it in 3 quarters since. The position peaked at $40.8M in Q3 2025. 621 funds tracked by Wall St. Rank hold DY as of Q2 2026.

  • Cartenna Capital held 80,000 shares of Dycom Industries worth $40.4M as of Q2 2026.
  • Dycom Industries was a new Cartenna Capital position in Q2 2026.
  • Dycom Industries made up 0.96% of Cartenna Capital's portfolio in Q2 2026, its #35 holding.
  • Cartenna Capital first reported a position in Dycom Industries in Q3 2025 and has held it in 3 quarters since.
  • Cartenna Capital's Dycom Industries position peaked at $40.8M in Q3 2025.
  • 621 funds tracked by Wall St. Rank held Dycom Industries as of Q2 2026.

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