Invicta Capital Management’s Dycom Industries DY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-134,000	Closed	-$4.7M	–	25
2014 Q4	$4.7M	Sell	134,000 -103,000	-43%	-$3.61M	3.26%	17
2014 Q3	$7.28M	Sell	237,000 -63,000	-21%	-$1.93M	4.41%	11
2014 Q2	$9.39M	Buy	+300,000	New	+$9.39M	4.9%	11