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John Overdeck’s Dycom Industries DY Stock Holding History

John Overdeck’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 		$354K Buy
+700
New +$306K ﹤0.01% 4414
2021
Q4 		– Sell
-5,800
Closed -$413K – 4406
2021
Q3 		$413K Sell
5,800
-2,200
-28% -$156K ﹤0.01% 3418
2021
Q2 		$596K Buy
8,000
+5,000
+167% +$431K ﹤0.01% 2942
2021
Q1 		$279K Sell
3,000
-1,000
-25% -$86.7K ﹤0.01% 3387
2020
Q4 		$302K Buy
+4,000
New +$276K ﹤0.01% 2867
2019
Q4 		– Sell
-4,000
Closed -$204K – 3717
2019
Q3 		$204K Buy
+4,000
New +$202K ﹤0.01% 3181
2019
Q1 		– Sell
-6,900
Closed -$373K – 3126
2018
Q4 		$373K Buy
6,900
+2,800
+68% +$188K ﹤0.01% 2303
2018
Q3 		$347K Sell
4,100
-4,900
-54% -$424K ﹤0.01% 2678
2018
Q2 		$851K Buy
9,000
+4,000
+80% +$409K ﹤0.01% 2269
2018
Q1 		$538K Buy
+5,000
New +$568K ﹤0.01% 2429
2017
Q4 		– Sell
-7,000
Closed -$601K – 3167
2017
Q3 		$601K Sell
7,000
-9,000
-56% -$758K ﹤0.01% 2035
2017
Q2 		$1.43M Buy
16,000
+11,000
+220% +$1.07M 0.01% 1657
2017
Q1 		$465K Buy
+5,000
New +$424K ﹤0.01% 2374
2016
Q4 		– Sell
-8,000
Closed -$654K – 3186
2016
Q3 		$654K Buy
+8,000
New +$706K ﹤0.01% 2269

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

John Overdeck's DY Position: Q2 2026 in Review

John Overdeck opened a new position in Dycom Industries (DY) in Q2 2026: 18,090 shares worth $9.15M. The stake represents 0.01% of the portfolio and ranks #1587 among its holdings. This is a return to the name: John Overdeck previously reported a position in DY as recently as Q3 2025.

John Overdeck first reported a position in DY in Q2 2013 and has held it in 34 quarters since. The position peaked at $14.9M in Q2 2020. 617 funds tracked by Wall St. Rank hold DY as of Q2 2026.

  • John Overdeck held 18,090 shares of Dycom Industries worth $9.15M as of Q2 2026.
  • Dycom Industries was a new John Overdeck position in Q2 2026.
  • Dycom Industries made up 0.01% of John Overdeck's portfolio in Q2 2026, its #1587 holding.
  • John Overdeck first reported a position in Dycom Industries in Q2 2013 and has held it in 34 quarters since.
  • John Overdeck's Dycom Industries position peaked at $14.9M in Q2 2020.
  • 617 funds tracked by Wall St. Rank held Dycom Industries as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.