Dmitry Balyasny’s Dycom Industries DY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-1,508
| Closed | -$511K | – | 3121 |
|
|
2026
Q1 | $511K | Buy |
1,508
+97
| +7% | +$36.4K | ﹤0.01% | 2356 |
|
|
2025
Q4 | $477K | Sell |
1,411
-61,642
| -98% | -$19.4M | ﹤0.01% | 2540 |
|
|
2025
Q3 | $18.4M | Buy |
63,053
+59,669
| +1,763% | +$15.7M | 0.02% | 757 |
|
|
2025
Q2 | $827K | Buy |
3,384
+84
| +3% | +$16.5K | ﹤0.01% | 2107 |
|
|
2025
Q1 | $503K | Buy |
3,300
+575
| +21% | +$99.1K | ﹤0.01% | 2268 |
|
|
2024
Q4 | $474K | Sell |
2,725
-144,179
| -98% | -$26.7M | ﹤0.01% | 2211 |
|
|
2024
Q3 | $29M | Buy |
146,904
+101,144
| +221% | +$18.3M | 0.05% | 499 |
|
|
2024
Q2 | $7.72M | Buy |
45,760
+29,185
| +176% | +$4.55M | 0.01% | 993 |
|
|
2024
Q1 | $2.38M | Buy |
+16,575
| New | +$2.04M | ﹤0.01% | 1487 |
|
|
2023
Q4 | – | Sell |
-133,324
| Closed | -$11.9M | – | 2576 |
|
|
2023
Q3 | $11.9M | Buy |
+133,324
| New | +$13.3M | 0.02% | 782 |
|
|
2023
Q1 | – | Sell |
-105,810
| Closed | -$9.9M | – | 2771 |
|
|
2022
Q4 | $9.9M | Sell |
105,810
-25,755
| -20% | -$2.59M | 0.03% | 754 |
|
|
2022
Q3 | $12.6M | Buy |
131,565
+56,933
| +76% | +$5.96M | 0.04% | 587 |
|
|
2022
Q2 | $6.94M | Sell |
74,632
-22,883
| -23% | -$2.04M | 0.02% | 805 |
|
|
2022
Q1 | $9.29M | Buy |
97,515
+93,340
| +2,236% | +$8.54M | 0.03% | 723 |
|
|
2021
Q4 | $391K | Buy |
+4,175
| New | +$353K | ﹤0.01% | 1682 |
|
|
2021
Q1 | – | Sell |
-17,083
| Closed | -$1.29M | – | 1836 |
|
|
2020
Q4 | $1.29M | Sell |
17,083
-86,158
| -83% | -$5.94M | 0.01% | 970 |
|
|
2020
Q3 | $5.45M | Buy |
103,241
+75,672
| +274% | +$3.67M | 0.04% | 578 |
|
|
2020
Q2 | $1.13M | Buy |
+27,569
| New | +$952K | 0.01% | 808 |
|
|
2020
Q1 | – | Sell |
-30,887
| Closed | -$1.46M | – | 1230 |
|
|
2019
Q4 | $1.46M | Buy |
+30,887
| New | +$1.5M | 0.01% | 819 |
|
|
2019
Q1 | – | Sell |
-4,807
| Closed | -$260K | – | 1441 |
|
|
2018
Q4 | $260K | Buy |
+4,807
| New | +$323K | ﹤0.01% | 1256 |
|
|
2018
Q3 | – | Sell |
-113,839
| Closed | -$10.8M | – | 1744 |
|
|
2018
Q2 | $10.8M | Sell |
113,839
-46,648
| -29% | -$4.77M | 0.05% | 473 |
|
|
2018
Q1 | $17.3M | Buy |
160,487
+147,387
| +1,125% | +$16.7M | 0.07% | 364 |
|
|
2017
Q4 | $1.46M | Sell |
13,100
-149,438
| -92% | -$14.4M | ﹤0.01% | 1238 |
|
|
2017
Q3 | $14M | Buy |
+162,538
| New | +$13.7M | 0.05% | 405 |
|
|
2017
Q2 | – | Sell |
-8,300
| Closed | -$771K | – | 1529 |
|
|
2017
Q1 | $771K | Buy |
+8,300
| New | +$704K | ﹤0.01% | 1187 |
|
|
2016
Q3 | – | Sell |
-3,404
| Closed | -$306K | – | 1060 |
|
|
2016
Q2 | $306K | Sell |
3,404
-17,405
| -84% | -$1.31M | ﹤0.01% | 916 |
|
|
2016
Q1 | $1.35M | Buy |
+20,809
| New | +$1.27M | 0.01% | 741 |
|
Other funds holding DY
PP
HCC
Dmitry Balyasny's DY Position: Q2 2026 in Review
Dmitry Balyasny sold out of Dycom Industries (DY) in Q2 2026, closing a stake of 1,508 shares — an estimated $511K sold.
Dmitry Balyasny first reported a position in DY in Q1 2016 and held it in 27 quarters. The position peaked at $29M in Q3 2024. 617 funds tracked by Wall St. Rank hold DY as of Q2 2026.
- Dmitry Balyasny reported no remaining Dycom Industries position as of Q2 2026 after selling out during the quarter.
- Dmitry Balyasny sold 1,508 Dycom Industries shares in Q2 2026, an estimated $511K.
- Dmitry Balyasny first reported a position in Dycom Industries in Q1 2016 and held it in 27 quarters.
- Dmitry Balyasny's Dycom Industries position peaked at $29M in Q3 2024.
- 617 funds tracked by Wall St. Rank held Dycom Industries as of Q2 2026.
Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.