Driehaus 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
2026 Q1	$46.5M	Sell	137,343 -886	-0.6%	-$333K	0.34%	104
2025 Q4	$46.7M	Sell	138,229 -5,475	-4%	-$1.73M	0.32%	107
2025 Q3	$41.9M	Buy	143,704 +81,973	+133%	+$21.5M	0.3%	109
2025 Q2	$15.1M	Buy	+61,731	New	+$12.1M	0.12%	207
2023 Q1	–	Sell	-353,490	Closed	-$33.1M	–	400
2022 Q4	$33.1M	Sell	353,490 -25,478	-7%	-$2.57M	0.49%	58
2022 Q3	$36.2M	Buy	378,968 +194,463	+105%	+$20.4M	0.55%	52
2022 Q2	$17.2M	Buy	184,505 +71,881	+64%	+$6.41M	0.28%	122
2022 Q1	$10.7M	Buy	+112,624	New	+$10.3M	0.13%	219
2021 Q3	–	Sell	-84,200	Closed	-$6.28M	–	415
2021 Q2	$6.28M	Sell	84,200 -43,100	-34%	-$3.71M	0.08%	265
2021 Q1	$11.8M	Buy	+127,300	New	+$11M	0.17%	180
2017 Q3	–	Sell	-3,394	Closed	-$304K	–	506
2017 Q2	$304K	Sell	3,394 -7,630	-69%	-$740K	0.01%	468
2017 Q1	$1.02M	Buy	+11,024	New	+$936K	0.04%	356
2016 Q4	–	Sell	-30,446	Closed	-$2.49M	–	563
2016 Q3	$2.49M	Sell	30,446 -36,047	-54%	-$3.18M	0.08%	239
2016 Q2	$5.97M	Buy	66,493 +11,076	+20%	+$836K	0.21%	106
2016 Q1	$3.58M	Buy	55,417 +7,586	+16%	+$463K	0.12%	180
2015 Q4	$3.35M	Sell	47,831 -31,783	-40%	-$2.53M	0.11%	208
2015 Q3	$5.76M	Buy	79,614 +45,632	+134%	+$3.16M	0.21%	119
2015 Q2	$2M	Buy	+33,982	New	+$1.8M	0.07%	335