Freestone Grove Partners’s Dycom Industries DY Stock Holding History

Freestone Grove Partners’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	$32.7M	Sell	64,662 -98,968	-60%	-$43.3M	0.21%	145
2026 Q1	$55.4M	Buy	163,630 +68,419	+72%	+$25.7M	0.39%	74
2025 Q4	$32.2M	Sell	95,211 -99,184	-51%	-$31.3M	0.23%	141
2025 Q3	$56.7M	Sell	194,395 -132,480	-41%	-$34.8M	0.42%	73
2025 Q2	$79.9M	Buy	326,875 +78,916	+32%	+$15.5M	0.6%	35
2025 Q1	$37.8M	Buy	+247,959	New	+$42.7M	0.39%	83

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

Freestone Grove Partners's DY Position: Q2 2026 in Review

Freestone Grove Partners reduced its Dycom Industries (DY) stake by 60% in Q2 2026, selling an estimated $43.3M and leaving 64,662 shares worth $32.7M. The position accounts for 0.21% of the portfolio, ranked #145.

Freestone Grove Partners first reported a position in DY in Q1 2025 and has held it in 6 quarters since. The position peaked at $79.9M in Q2 2025. 620 funds tracked by Wall St. Rank hold DY as of Q2 2026.

Freestone Grove Partners held 64,662 shares of Dycom Industries worth $32.7M as of Q2 2026.
Freestone Grove Partners sold 98,968 Dycom Industries shares in Q2 2026, an estimated $43.3M.
Dycom Industries made up 0.21% of Freestone Grove Partners's portfolio in Q2 2026, its #145 holding.
Freestone Grove Partners first reported a position in Dycom Industries in Q1 2025 and has held it in 6 quarters since.
Freestone Grove Partners's Dycom Industries position peaked at $79.9M in Q2 2025.
620 funds tracked by Wall St. Rank held Dycom Industries as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.