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Concentric Capital Strategies’s Dycom Industries DY Stock Holding History

Concentric Capital Strategies’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 		$302K Buy
+597
New +$261K 0.02% 304
2025
Q4 		– Sell
-8,036
Closed -$2.34M – 291
2025
Q3 		$2.34M Buy
+8,036
New +$2.11M 0.1% 162
2023
Q1 		– Sell
-30,668
Closed -$2.87M – 146
2022
Q4 		$2.87M Buy
+30,668
New +$3.09M 1.31% 14

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

Concentric Capital Strategies's DY Position: Q2 2026 in Review

Concentric Capital Strategies opened a new position in Dycom Industries (DY) in Q2 2026: 597 shares worth $302K. The stake represents 0.02% of the portfolio and ranks #304 among its holdings. This is a return to the name: Concentric Capital Strategies previously reported a position in DY as recently as Q3 2025.

Concentric Capital Strategies first reported a position in DY in Q4 2022 and has held it in 3 quarters since. The position peaked at $2.87M in Q4 2022. 621 funds tracked by Wall St. Rank hold DY as of Q2 2026.

  • Concentric Capital Strategies held 597 shares of Dycom Industries worth $302K as of Q2 2026.
  • Dycom Industries was a new Concentric Capital Strategies position in Q2 2026.
  • Dycom Industries made up 0.02% of Concentric Capital Strategies's portfolio in Q2 2026, its #304 holding.
  • Concentric Capital Strategies first reported a position in Dycom Industries in Q4 2022 and has held it in 3 quarters since.
  • Concentric Capital Strategies's Dycom Industries position peaked at $2.87M in Q4 2022.
  • 621 funds tracked by Wall St. Rank held Dycom Industries as of Q2 2026.

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