Impala Asset Management’s Dycom Industries DY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-112,833	Closed	-$10.5M	–	48
2021 Q1	$10.5M	Buy	112,833 +38,949	+53%	+$3.62M	0.69%	38
2020 Q4	$5.58M	Buy	+73,884	New	+$5.58M	0.5%	40