Hill City Capital’s Dycom Industries DY Stock Holding History

Hill City Capital’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	$511M	Hold	1,009,784	–	–	11.92%	3
2026 Q1	$342M	Hold	1,009,784	–	–	12.22%	3
2025 Q4	$341M	Hold	1,009,784	–	–	12.88%	3
2025 Q3	$295M	Hold	1,009,784	–	–	12.46%	3
2025 Q2	$247M	Buy	1,009,784 +40,000	+4%	+$7.87M	12.21%	3
2025 Q1	$148M	Buy	969,784 +120,000	+14%	+$20.7M	11%	4
2024 Q4	$148M	Buy	849,784 +170,000	+25%	+$31.5M	9.47%	4
2024 Q3	$134M	Buy	679,784 +15,000	+2%	+$2.71M	8.85%	3
2024 Q2	$112M	Buy	664,784 +20,000	+3%	+$3.12M	8.06%	4
2024 Q1	$92.5M	Buy	644,784 +42,500	+7%	+$5.23M	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%	+$334K	10.47%	2
2023 Q1	$56.1M	Hold	598,904	–	–	11.02%	2
2022 Q4	$56.1M	Buy	598,904 +30,000	+5%	+$3.02M	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%	+$1.83M	10.33%	2
2021 Q4	$51.5M	Sell	548,904 -34,096	-6%	-$2.88M	11.72%	2
2021 Q3	$41.5M	Hold	583,000	–	–	10.54%	2
2021 Q2	$43.5M	Buy	583,000 +29,000	+5%	+$2.5M	13.17%	2
2021 Q1	$51.4M	Buy	554,000 +10,000	+2%	+$867K	21.34%	1
2020 Q4	$41.1M	Buy	+544,000	New	+$37.5M	22.28%	1

Other funds holding DY

Peconic Partners New York $8.04B AUM 107.18% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Hill City Capital's DY Position: Q2 2026 in Review

Hill City Capital held its Dycom Industries (DY) position steady in Q2 2026 at 1,009,784 shares worth $511M. The position accounts for 11.92% of the portfolio, ranked #3.

Hill City Capital first reported a position in DY in Q4 2020 and has held it in 23 quarters since. 620 funds tracked by Wall St. Rank hold DY as of Q2 2026.

Hill City Capital held 1,009,784 shares of Dycom Industries worth $511M as of Q2 2026.
Hill City Capital left its Dycom Industries share count unchanged in Q2 2026.
Dycom Industries made up 11.92% of Hill City Capital's portfolio in Q2 2026, its #3 holding.
Hill City Capital first reported a position in Dycom Industries in Q4 2020 and has held it in 23 quarters since.
620 funds tracked by Wall St. Rank held Dycom Industries as of Q2 2026.

Based on Hill City Capital's 13F filing for Q2 2026, filed 13 Aug 2026.