GIPM
DY icon

G2 Investment Partners Management’s Dycom Industries DY Stock Holding History

G2 Investment Partners 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 		$12.6M Sell
25,000
-20,835
-45% -$9.11M 2.3% 12
2026
Q1 		$15.5M Buy
45,835
+9,635
+27% +$3.62M 3.82% 4
2025
Q4 		$12.2M Buy
+36,200
New +$11.4M 2.91% 8
2022
Q4 		– Sell
-16,500
Closed -$1.58M – 81
2022
Q3 		$1.58M Buy
+16,500
New +$1.73M 0.49% 52

Other funds holding DY

PP
Peconic Partners New York $8.04B AUM 107.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

G2 Investment Partners Management's DY Position: Q2 2026 in Review

G2 Investment Partners Management reduced its Dycom Industries (DY) stake by 45% in Q2 2026, selling an estimated $9.11M and leaving 25,000 shares worth $12.6M. The position accounts for 2.3% of the portfolio, ranked #12.

G2 Investment Partners Management first reported a position in DY in Q3 2022 and has held it in 4 quarters since. The position peaked at $15.5M in Q1 2026. 621 funds tracked by Wall St. Rank hold DY as of Q2 2026.

  • G2 Investment Partners Management held 25,000 shares of Dycom Industries worth $12.6M as of Q2 2026.
  • G2 Investment Partners Management sold 20,835 Dycom Industries shares in Q2 2026, an estimated $9.11M.
  • Dycom Industries made up 2.3% of G2 Investment Partners Management's portfolio in Q2 2026, its #12 holding.
  • G2 Investment Partners Management first reported a position in Dycom Industries in Q3 2022 and has held it in 4 quarters since.
  • G2 Investment Partners Management's Dycom Industries position peaked at $15.5M in Q1 2026.
  • 621 funds tracked by Wall St. Rank held Dycom Industries as of Q2 2026.

Based on G2 Investment Partners Management's 13F filing for Q2 2026, filed 14 Aug 2026.