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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 		$556K Buy
+1,100
New +$481K ﹤0.01% 4082
2021
Q3 		– Sell
-3,600
Closed -$268K – 4350
2021
Q2 		$268K Buy
3,600
+600
+20% +$51.7K ﹤0.01% 3591
2021
Q1 		$279K Sell
3,000
-100
-3% -$8.67K ﹤0.01% 3388
2020
Q4 		$234K Buy
+3,100
New +$214K ﹤0.01% 3025
2020
Q2 		– Sell
-8,200
Closed -$210K – 3056
2020
Q1 		$210K Buy
+8,200
New +$290K ﹤0.01% 2617
2019
Q4 		– Sell
-8,200
Closed -$419K – 3718
2019
Q3 		$419K Buy
+8,200
New +$414K ﹤0.01% 2692
2018
Q4 		– Sell
-4,300
Closed -$364K – 3104
2018
Q3 		$364K Sell
4,300
-5,200
-55% -$450K ﹤0.01% 2651
2018
Q2 		$898K Hold
9,500
– – ﹤0.01% 2230
2018
Q1 		$1.02M Buy
+9,500
New +$1.08M ﹤0.01% 1993
2017
Q4 		– Sell
-9,000
Closed -$773K – 3168
2017
Q3 		$773K Sell
9,000
-2,000
-18% -$169K ﹤0.01% 1883
2017
Q2 		$985K Buy
11,000
+6,000
+120% +$582K ﹤0.01% 1902
2017
Q1 		$465K Buy
+5,000
New +$424K ﹤0.01% 2375
2016
Q4 		– Sell
-7,700
Closed -$630K – 3188
2016
Q3 		$630K Buy
+7,700
New +$680K ﹤0.01% 2293

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.