Dark Forest Capital Management’s Dycom Industries DY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-3,062	Closed	-$893K	–	1071
2025 Q3	$893K	Sell	3,062 -10,120	-77%	-$2.66M	0.03%	783
2025 Q2	$3.22M	Buy	+13,182	New	+$2.59M	0.13%	247
2024 Q3	–	Sell	-5,388	Closed	-$909K	–	1007
2024 Q2	$909K	Buy	+5,388	New	+$841K	0.17%	120
2023 Q4	–	Sell	-3,447	Closed	-$307K	–	645
2023 Q3	$307K	Buy	+3,447	New	+$344K	0.03%	898
2022 Q3	–	Sell	-14	Closed	-$1K	–	1209
2022 Q2	$1K	Buy	+14	New	+$1.25K	﹤0.01%	780
2022 Q1	–	Sell	-97	Closed	-$9K	–	1397
2021 Q4	$9K	Sell	97 -8,742	-99%	-$739K	﹤0.01%	962
2021 Q3	$630K	Buy	8,839 +8,501	+2,515%	+$601K	0.22%	98
2021 Q2	$25K	Buy	+338	New	+$29.1K	0.01%	535