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David Shaw’s Dycom Industries DY Stock Holding History

David Shaw’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 		– Sell
-1,200
Closed -$407K – 4957
2026
Q1 		$407K Hold
1,200
– – ﹤0.01% 3949
2025
Q4 		$405K Buy
+1,200
New +$378K ﹤0.01% 4018
2020
Q3 		– Sell
-30,000
Closed -$1.23M – 3913
2020
Q2 		$1.23M Hold
30,000
– – ﹤0.01% 2785
2020
Q1 		$770K Buy
+30,000
New +$1.06M ﹤0.01% 2935
2018
Q1 		– Sell
-10,000
Closed -$1.11M – 3554
2017
Q4 		$1.11M Hold
10,000
– – ﹤0.01% 2512
2017
Q3 		$859K Hold
10,000
– – ﹤0.01% 2580
2017
Q2 		$895K Buy
+10,000
New +$970K ﹤0.01% 2483
2016
Q4 		– Sell
-10,000
Closed -$818K – 3470
2016
Q3 		$818K Buy
+10,000
New +$883K ﹤0.01% 2520
2016
Q2 		– Sell
-38,200
Closed -$2.47M – 3369
2016
Q1 		$2.47M Sell
38,200
-6,100
-14% -$372K ﹤0.01% 1737
2015
Q4 		$3.1M Buy
44,300
+24,700
+126% +$1.96M ﹤0.01% 1798
2015
Q3 		$1.42M Buy
19,600
+6,100
+45% +$422K ﹤0.01% 2354
2015
Q2 		$794K Buy
+13,500
New +$715K ﹤0.01% 2864
2014
Q3 		– Sell
-22,800
Closed -$714K – 4155
2014
Q2 		$714K Hold
22,800
– – ﹤0.01% 3229
2014
Q1 		$721K Buy
+22,800
New +$654K ﹤0.01% 3311

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

David Shaw's DY Position: Q2 2026 in Review

David Shaw reduced its Dycom Industries (DY) stake by 71% in Q2 2026, selling an estimated $18.6M and leaving 17,710 shares worth $8.95M. The position accounts for ﹤0.01% of the portfolio, ranked #1911.

David Shaw first reported a position in DY in Q2 2013 and has held it in 31 quarters since. The position peaked at $38.9M in Q2 2025. 617 funds tracked by Wall St. Rank hold DY as of Q2 2026.

  • David Shaw held 17,710 shares of Dycom Industries worth $8.95M as of Q2 2026.
  • David Shaw sold 42,519 Dycom Industries shares in Q2 2026, an estimated $18.6M.
  • Dycom Industries made up ﹤0.01% of David Shaw's portfolio in Q2 2026, its #1911 holding.
  • David Shaw first reported a position in Dycom Industries in Q2 2013 and has held it in 31 quarters since.
  • David Shaw's Dycom Industries position peaked at $38.9M in Q2 2025.
  • 617 funds tracked by Wall St. Rank held Dycom Industries as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.