HCC
Hill City Capital’s Dycom Industries DY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $247M | Buy |
1,009,784
+40,000
| +4% | +$9.78M | 12.21% | 3 |
|
|
2025
Q1 | $148M | Buy |
969,784
+120,000
| +14% | +$18.3M | 11% | 4 |
|
|
2024
Q4 | $148M | Buy |
849,784
+170,000
| +25% | +$29.6M | 9.47% | 4 |
|
|
2024
Q3 | $134M | Buy |
679,784
+15,000
| +2% | +$2.96M | 8.85% | 3 |
|
|
2024
Q2 | $112M | Buy |
664,784
+20,000
| +3% | +$3.38M | 8.06% | 4 |
|
|
2024
Q1 | $92.5M | Buy |
644,784
+42,500
| +7% | +$6.1M | 6.82% | 5 |
|
|
2023
Q4 | $69.3M | Hold |
602,284
| – | – | 6.12% | 8 |
|
|
2023
Q3 | $53.6M | Hold |
602,284
| – | – | 7.19% | 7 |
|
|
2023
Q2 | $68.4M | Buy |
602,284
+3,380
| +0.6% | +$384K | 10.47% | 2 |
|
|
2023
Q1 | $56.1M | Hold |
598,904
| – | – | 11.02% | 2 |
|
|
2022
Q4 | $56.1M | Buy |
598,904
+30,000
| +5% | +$2.81M | 9.76% | 3 |
|
|
2022
Q3 | $54.3M | Hold |
568,904
| – | – | 10.87% | 3 |
|
|
2022
Q2 | $52.9M | Hold |
568,904
| – | – | 12.19% | 2 |
|
|
2022
Q1 | $54.2M | Buy |
568,904
+20,000
| +4% | +$1.91M | 10.33% | 2 |
|
|
2021
Q4 | $51.5M | Sell |
548,904
-34,096
| -6% | -$3.2M | 11.72% | 2 |
|
|
2021
Q3 | $41.5M | Hold |
583,000
| – | – | 10.54% | 2 |
|
|
2021
Q2 | $43.5M | Buy |
583,000
+29,000
| +5% | +$2.16M | 13.17% | 2 |
|
|
2021
Q1 | $51.4M | Buy |
554,000
+10,000
| +2% | +$929K | 21.34% | 1 |
|
|
2020
Q4 | $41.1M | Buy |
+544,000
| New | +$41.1M | 22.28% | 1 |
|