Covalis Capital
DY icon

Covalis Capital’s Dycom Industries DY Stock Holding History

Covalis 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
Q3 		$5.08M Buy
+18,882
New +$6.89M 0.41% 55
2025
Q1 		– Sell
-55,099
Closed -$9.6M – 64
2024
Q4 		$9.6M Buy
55,099
+33,778
+158% +$6.25M 1.4% 26
2024
Q3 		$4.2M Buy
+21,321
New +$3.85M 0.59% 38

Other funds holding DY

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Hill City Capital
Hill City Capital Boston, Massachusetts $3.02B AUM 12.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Covalis Capital's DY Position: Q3 2026 in Review

Covalis Capital opened a new position in Dycom Industries (DY) in Q3 2026: 18,882 shares worth $5.08M. The stake represents 0.41% of the portfolio and ranks #55 among its holdings. This is a return to the name: Covalis Capital previously reported a position in DY as recently as Q4 2024.

Covalis Capital first reported a position in DY in Q3 2024 and has held it in 3 quarters since. The position peaked at $9.6M in Q4 2024. 423 funds tracked by Wall St. Rank hold DY as of Q3 2026.

  • Covalis Capital held 18,882 shares of Dycom Industries worth $5.08M as of Q3 2026.
  • Dycom Industries was a new Covalis Capital position in Q3 2026.
  • Dycom Industries made up 0.41% of Covalis Capital's portfolio in Q3 2026, its #55 holding.
  • Covalis Capital first reported a position in Dycom Industries in Q3 2024 and has held it in 3 quarters since.
  • Covalis Capital's Dycom Industries position peaked at $9.6M in Q4 2024.
  • 423 funds tracked by Wall St. Rank held Dycom Industries as of Q3 2026.

Based on Covalis Capital's 13F filing for Q3 2026, filed 13 Nov 2026.