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Havemeyer Place’s Dycom Industries DY Stock Holding History

Havemeyer Place’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 		$2.34M Sell
4,627
-7,512
-62% -$3.28M 0.23% 152
2026
Q1 		$4.11M Buy
+12,139
New +$4.56M 0.47% 39

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

Havemeyer Place's DY Position: Q2 2026 in Review

Havemeyer Place reduced its Dycom Industries (DY) stake by 62% in Q2 2026, selling an estimated $3.28M and leaving 4,627 shares worth $2.34M. The position accounts for 0.23% of the portfolio, ranked #152.

Havemeyer Place first reported a position in DY in Q1 2026 and has held it in 2 quarters since. The position peaked at $4.11M in Q1 2026. 618 funds tracked by Wall St. Rank hold DY as of Q2 2026.

  • Havemeyer Place held 4,627 shares of Dycom Industries worth $2.34M as of Q2 2026.
  • Havemeyer Place sold 7,512 Dycom Industries shares in Q2 2026, an estimated $3.28M.
  • Dycom Industries made up 0.23% of Havemeyer Place's portfolio in Q2 2026, its #152 holding.
  • Havemeyer Place first reported a position in Dycom Industries in Q1 2026 and has held it in 2 quarters since.
  • Havemeyer Place's Dycom Industries position peaked at $4.11M in Q1 2026.
  • 618 funds tracked by Wall St. Rank held Dycom Industries as of Q2 2026.

Based on Havemeyer Place's 13F filing for Q2 2026, filed 13 Aug 2026.