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Heron Bay Capital Management’s Dycom Industries DY Stock Holding History

Heron Bay 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
2026
Q2 		$274K Buy
+541
New +$236K 0.02% 85

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

Heron Bay Capital Management's DY Position: Q2 2026 in Review

Heron Bay Capital Management opened a new position in Dycom Industries (DY) in Q2 2026: 541 shares worth $274K. The stake represents 0.02% of the portfolio and ranks #85 among its holdings.

618 funds tracked by Wall St. Rank hold DY as of Q2 2026.

  • Heron Bay Capital Management held 541 shares of Dycom Industries worth $274K as of Q2 2026.
  • Dycom Industries was a new Heron Bay Capital Management position in Q2 2026.
  • Dycom Industries made up 0.02% of Heron Bay Capital Management's portfolio in Q2 2026, its #85 holding.
  • 618 funds tracked by Wall St. Rank held Dycom Industries as of Q2 2026.

Based on Heron Bay Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.