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 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

Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return

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 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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Cartenna Capital's DY Position: Q1 2026 in Review

Cartenna Capital sold out of Dycom Industries (DY) in Q1 2026, closing a stake of 100,000 shares — an estimated $33.8M sold.

Cartenna Capital first reported a position in DY in Q3 2025 and held it in 2 quarters. The position peaked at $40.8M in Q3 2025. 516 funds tracked by Wall St. Rank hold DY as of Q1 2026.

Cartenna Capital reported no remaining Dycom Industries position as of Q1 2026 after selling out during the quarter.
Cartenna Capital sold 100,000 Dycom Industries shares in Q1 2026, an estimated $33.8M.
Cartenna Capital first reported a position in Dycom Industries in Q3 2025 and held it in 2 quarters.
Cartenna Capital's Dycom Industries position peaked at $40.8M in Q3 2025.
516 funds tracked by Wall St. Rank held Dycom Industries as of Q1 2026.

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