HCM
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Hilton Capital Management’s Dycom Industries DY Stock Holding History

Hilton 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 		$8.64M Buy
17,091
+538
+3% +$235K 0.59% 40
2026
Q1 		$5.61M Sell
16,553
-326
-2% -$122K 0.42% 53
2025
Q4 		$5.7M Buy
16,879
+389
+2% +$123K 0.43% 59
2025
Q3 		$4.81M Buy
16,490
+842
+5% +$221K 0.39% 62
2025
Q2 		$3.82M Sell
15,648
-2,255
-13% -$444K 0.31% 68
2025
Q1 		$2.73M Sell
17,903
-235
-1% -$40.5K 0.23% 75
2024
Q4 		$3.16M Buy
18,138
+2,578
+17% +$477K 0.27% 72
2024
Q3 		$3.07M Sell
15,560
-4,278
-22% -$772K 0.24% 68
2024
Q2 		$3.35M Buy
19,838
+652
+3% +$102K 0.28% 67
2024
Q1 		$2.75M Buy
19,186
+10,834
+130% +$1.33M 0.25% 69
2023
Q4 		$961K Buy
8,352
+5,619
+206% +$533K 0.1% 72
2023
Q3 		$243K Sell
2,733
-549
-17% -$54.8K 0.03% 86
2023
Q2 		$373K Sell
3,282
-41
-1% -$4.05K 0.04% 63
2023
Q1 		$311K Buy
3,323
+83
+3% +$7.71K 0.04% 67
2022
Q4 		$310K Hold
3,240
– – 0.04% 60
2022
Q3 		$310K Sell
3,240
-646
-17% -$67.6K 0.04% 60
2022
Q2 		$362K Buy
3,886
+447
+13% +$39.8K 0.04% 63
2022
Q1 		$328K Buy
3,439
+123
+4% +$11.3K 0.04% 76
2021
Q4 		$311K Buy
3,316
+151
+5% +$12.8K 0.03% 78
2021
Q3 		$225K Buy
+3,165
New +$224K 0.02% 107
2021
Q2 		– Sell
-2,729
Closed -$253K – 141
2021
Q1 		$253K Sell
2,729
-103
-4% -$8.93K 0.03% 89
2020
Q4 		$214K Buy
+2,832
New +$195K 0.02% 91

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

Hilton Capital Management's DY Position: Q2 2026 in Review

Hilton Capital Management increased its Dycom Industries (DY) stake by 3.3% in Q2 2026, buying an estimated $235K and bringing the position to 17,091 shares worth $8.64M. The position accounts for 0.59% of the portfolio, ranked #40.

Hilton Capital Management first reported a position in DY in Q4 2020 and has held it in 22 quarters since. 621 funds tracked by Wall St. Rank hold DY as of Q2 2026.

  • Hilton Capital Management held 17,091 shares of Dycom Industries worth $8.64M as of Q2 2026.
  • Hilton Capital Management bought 538 Dycom Industries shares in Q2 2026, an estimated $235K.
  • Dycom Industries made up 0.59% of Hilton Capital Management's portfolio in Q2 2026, its #40 holding.
  • Hilton Capital Management first reported a position in Dycom Industries in Q4 2020 and has held it in 22 quarters since.
  • 621 funds tracked by Wall St. Rank held Dycom Industries as of Q2 2026.

Based on Hilton Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.