First Eagle Investment Management’s Dycom Industries DY Stock Holding History

First Eagle Investment Management’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	$14.2M	Sell	28,037 -3,355	-11%	-$1.47M	0.02%	196
2026 Q1	$10.6M	Sell	31,392 -6,400	-17%	-$2.4M	0.02%	174
2025 Q4	$12.8M	Sell	37,792 -8,650	-19%	-$2.73M	0.02%	129
2025 Q3	$13.5M	Sell	46,442 -16,013	-26%	-$4.2M	0.02%	121
2025 Q2	$15.3M	Sell	62,455 -547	-0.9%	-$108K	0.03%	98
2025 Q1	$9.6M	Buy	+63,002	New	+$10.9M	0.02%	152

Other funds holding DY

Peconic Partners New York $8.04B AUM 107.18% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

First Eagle Investment Management's DY Position: Q2 2026 in Review

First Eagle Investment Management reduced its Dycom Industries (DY) stake by 11% in Q2 2026, selling an estimated $1.47M and leaving 28,037 shares worth $14.2M. The position accounts for 0.02% of the portfolio, ranked #196.

First Eagle Investment Management first reported a position in DY in Q1 2025 and has held it in 6 quarters since. The position peaked at $15.3M in Q2 2025. 618 funds tracked by Wall St. Rank hold DY as of Q2 2026.

First Eagle Investment Management held 28,037 shares of Dycom Industries worth $14.2M as of Q2 2026.
First Eagle Investment Management sold 3,355 Dycom Industries shares in Q2 2026, an estimated $1.47M.
Dycom Industries made up 0.02% of First Eagle Investment Management's portfolio in Q2 2026, its #196 holding.
First Eagle Investment Management first reported a position in Dycom Industries in Q1 2025 and has held it in 6 quarters since.
First Eagle Investment Management's Dycom Industries position peaked at $15.3M in Q2 2025.
618 funds tracked by Wall St. Rank held Dycom Industries as of Q2 2026.

Based on First Eagle Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.