Gruber & McBaine Capital Management’s Dycom Industries DY Stock Holding History

Gruber & McBaine Capital 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
2015 Q2	$4.98M	Sell	84,623 -5,377	-6%	-$285K	1.35%	15
2015 Q1	$4.4M	Sell	90,000 -30,000	-25%	-$1.18M	1.17%	17
2014 Q4	$4.21M	Buy	120,000 +3,526	+3%	+$105K	1.16%	13
2014 Q3	$3.58M	Sell	116,474 -4,026	-3%	-$123K	1.01%	20
2014 Q2	$3.77M	Buy	120,500 +10,500	+10%	+$327K	1.01%	13
2014 Q1	$3.48M	Buy	110,000 +20,000	+22%	+$574K	0.91%	23
2013 Q4	$2.5M	Sell	90,000 -9,930	-10%	-$285K	0.65%	41
2013 Q3	$2.8M	Sell	99,930 -70	-0.1%	-$1.83K	0.84%	31
2013 Q2	$2.31M	Buy	+100,000	New	+$2.07M	0.79%	30

Other funds holding DY

YCMGA

York Capital Management Global Advisors New York $87.8M AUM 45.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return

NRECA

National Rural Electric Cooperative Association Arlington, Virginia $5.58B AUM 0.17% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Gruber & McBaine Capital Management's DY Position: Q2 2015 in Review

Gruber & McBaine Capital Management reduced its Dycom Industries (DY) stake by 6% in Q2 2015, selling an estimated $285K and leaving 84,623 shares worth $4.98M. The position accounts for 1.35% of the portfolio, ranked #15.

Gruber & McBaine Capital Management first reported a position in DY in Q2 2013 and has held it in 9 quarters since. 204 funds tracked by Wall St. Rank hold DY as of Q2 2015.

Gruber & McBaine Capital Management held 84,623 shares of Dycom Industries worth $4.98M as of Q2 2015.
Gruber & McBaine Capital Management sold 5,377 Dycom Industries shares in Q2 2015, an estimated $285K.
Dycom Industries made up 1.35% of Gruber & McBaine Capital Management's portfolio in Q2 2015, its #15 holding.
Gruber & McBaine Capital Management first reported a position in Dycom Industries in Q2 2013 and has held it in 9 quarters since.
204 funds tracked by Wall St. Rank held Dycom Industries as of Q2 2015.

Based on Gruber & McBaine Capital Management's 13F filing for Q2 2015, filed 13 Aug 2015.