Fox Run Management’s Dycom Industries DY Stock Holding History

Fox Run 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	$1.91M	Buy	+3,780	New	+$1.65M	0.32%	27
2025 Q4	–	Sell	-2,125	Closed	-$620K	–	993
2025 Q3	$620K	Sell	2,125 -2,960	-58%	-$777K	0.1%	400
2025 Q2	$1.24M	Buy	+5,085	New	+$1M	0.21%	128
2024 Q2	–	Sell	-1,978	Closed	-$284K	–	846
2024 Q1	$284K	Sell	1,978 -1,121	-36%	-$138K	0.06%	549
2023 Q4	$357K	Buy	+3,099	New	+$294K	0.09%	436
2023 Q3	–	Sell	-7,875	Closed	-$895K	–	772
2023 Q2	$895K	Buy	+7,875	New	+$778K	0.25%	105
2022 Q1	–	Sell	-2,979	Closed	-$279K	–	549
2021 Q4	$279K	Buy	+2,979	New	+$252K	0.16%	253
2019 Q3	–	Sell	-7,117	Closed	-$419K	–	410
2019 Q2	$419K	Sell	7,117 -3,409	-32%	-$174K	0.28%	122
2019 Q1	$484K	Buy	+10,526	New	+$576K	0.27%	113
2016 Q4	–	Sell	-3,000	Closed	-$245K	–	540
2016 Q3	$245K	Buy	+3,000	New	+$265K	0.14%	335
2016 Q1	–	Sell	-7,800	Closed	-$546K	–	449
2015 Q4	$546K	Buy	+7,800	New	+$620K	0.42%	32

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

Fox Run Management's DY Position: Q2 2026 in Review

Fox Run Management opened a new position in Dycom Industries (DY) in Q2 2026: 3,780 shares worth $1.91M. The stake represents 0.32% of the portfolio and ranks #27 among its holdings. This is a return to the name: Fox Run Management previously reported a position in DY as recently as Q3 2025.

Fox Run Management first reported a position in DY in Q4 2015 and has held it in 11 quarters since. 620 funds tracked by Wall St. Rank hold DY as of Q2 2026.

Fox Run Management held 3,780 shares of Dycom Industries worth $1.91M as of Q2 2026.
Dycom Industries was a new Fox Run Management position in Q2 2026.
Dycom Industries made up 0.32% of Fox Run Management's portfolio in Q2 2026, its #27 holding.
Fox Run Management first reported a position in Dycom Industries in Q4 2015 and has held it in 11 quarters since.
620 funds tracked by Wall St. Rank held Dycom Industries as of Q2 2026.

Based on Fox Run Management's 13F filing for Q2 2026, filed 4 Aug 2026.