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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 		$708K Sell
1,400
-1,600
-53% -$699K ﹤0.01% 3982
2026
Q1 		$1.02M Buy
3,000
+1,400
+88% +$526K ﹤0.01% 3428
2025
Q4 		$541K Buy
+1,600
New +$504K ﹤0.01% 3888
2020
Q4 		– Sell
-14,400
Closed -$761K – 3971
2020
Q3 		$761K Hold
14,400
– – ﹤0.01% 3021
2020
Q2 		$589K Hold
14,400
– – ﹤0.01% 3255
2020
Q1 		$369K Buy
14,400
+3,100
+27% +$110K ﹤0.01% 3363
2019
Q4 		$533K Sell
11,300
-700
-6% -$34.1K ﹤0.01% 3362
2019
Q3 		$613K Buy
12,000
+7,400
+161% +$373K ﹤0.01% 3104
2019
Q2 		$271K Sell
4,600
-1,000
-18% -$51.2K ﹤0.01% 3353
2019
Q1 		$257K Buy
+5,600
New +$307K ﹤0.01% 3284
2016
Q1 		– Sell
-41,600
Closed -$2.91M – 3501
2015
Q4 		$2.91M Sell
41,600
-14,300
-26% -$1.14M ﹤0.01% 1837
2015
Q3 		$4.04M Buy
55,900
+41,600
+291% +$2.88M 0.01% 1553
2015
Q2 		$842K Buy
+14,300
New +$757K ﹤0.01% 2831

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.