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Contravisory Investment Management’s Dycom Industries DY Stock Holding History

Contravisory Investment Management’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 		$9.05M Buy
17,890
+17,845
+39,656% +$7.8M 1.6% 26
2026
Q1 		$15.2K Buy
+45
New +$16.9K ﹤0.01% 317
2023
Q2 		– Sell
-52
Closed -$4.87K – 320
2023
Q1 		$4.87K Hold
52
– – ﹤0.01% 309
2022
Q4 		$4.87K Hold
52
– – ﹤0.01% 291
2022
Q3 		$5K Hold
52
– – ﹤0.01% 274
2022
Q2 		$5K Hold
52
– – ﹤0.01% 277
2022
Q1 		$5K Buy
+52
New +$4.76K ﹤0.01% 294
2018
Q1 		– Sell
-11
Closed -$1K – 363
2017
Q4 		$1K Hold
11
– – ﹤0.01% 360
2017
Q3 		$1K Buy
+11
New +$927 ﹤0.01% 406

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

Contravisory Investment Management's DY Position: Q2 2026 in Review

Contravisory Investment Management increased its Dycom Industries (DY) stake by 39,656% in Q2 2026, buying an estimated $7.8M and bringing the position to 17,890 shares worth $9.05M. The position accounts for 1.6% of the portfolio, ranked #26.

Contravisory Investment Management first reported a position in DY in Q3 2017 and has held it in 9 quarters since. 618 funds tracked by Wall St. Rank hold DY as of Q2 2026.

  • Contravisory Investment Management held 17,890 shares of Dycom Industries worth $9.05M as of Q2 2026.
  • Contravisory Investment Management bought 17,845 Dycom Industries shares in Q2 2026, an estimated $7.8M.
  • Dycom Industries made up 1.6% of Contravisory Investment Management's portfolio in Q2 2026, its #26 holding.
  • Contravisory Investment Management first reported a position in Dycom Industries in Q3 2017 and has held it in 9 quarters since.
  • 618 funds tracked by Wall St. Rank held Dycom Industries as of Q2 2026.

Based on Contravisory Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.