Hudson Bay Capital Management
DY icon

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

Hudson 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 		$2.75M Buy
+5,440
New +$2.38M 0.01% 732
2021
Q1 		– Sell
-80,000
Closed -$6.04M – 877
2020
Q4 		$6.04M Buy
+80,000
New +$5.52M 0.07% 195

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

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

Hudson Bay Capital Management opened a new position in Dycom Industries (DY) in Q2 2026: 5,440 shares worth $2.75M. The stake represents 0.01% of the portfolio and ranks #732 among its holdings. This is a return to the name: Hudson Bay Capital Management previously reported a position in DY as recently as Q4 2020.

Hudson Bay Capital Management first reported a position in DY in Q4 2020 and has held it in 2 quarters since. The position peaked at $6.04M in Q4 2020. 621 funds tracked by Wall St. Rank hold DY as of Q2 2026.

  • Hudson Bay Capital Management held 5,440 shares of Dycom Industries worth $2.75M as of Q2 2026.
  • Dycom Industries was a new Hudson Bay Capital Management position in Q2 2026.
  • Dycom Industries made up 0.01% of Hudson Bay Capital Management's portfolio in Q2 2026, its #732 holding.
  • Hudson Bay Capital Management first reported a position in Dycom Industries in Q4 2020 and has held it in 2 quarters since.
  • Hudson Bay Capital Management's Dycom Industries position peaked at $6.04M in Q4 2020.
  • 621 funds tracked by Wall St. Rank held Dycom Industries as of Q2 2026.

Based on Hudson Bay Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.