Cerrano Capital Management’s Dycom Industries DY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-198,400	Closed	-$18.8M	–	8
2018 Q2	$18.8M	Buy	198,400 +12,600	+7%	+$1.19M	3.17%	4
2018 Q1	$20M	Buy	185,800 +61,700	+50%	+$6.64M	4.02%	1
2017 Q4	$13.8M	Buy	+124,100	New	+$13.8M	5.56%	2