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Leuthold Group’s Dycom Industries DY Stock Holding History

Leuthold Group’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 		$7.95M Sell
15,719
-1,023
-6% -$447K 0.8% 39
2026
Q1 		$5.67M Buy
16,742
+603
+4% +$227K 0.6% 67
2025
Q4 		$5.45M Buy
16,139
+69
+0.4% +$21.8K 0.59% 60
2025
Q3 		$4.69M Buy
16,070
+677
+4% +$178K 0.51% 77
2025
Q2 		$3.76M Buy
+15,393
New +$3.03M 0.45% 81

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

Leuthold Group's DY Position: Q2 2026 in Review

Leuthold Group reduced its Dycom Industries (DY) stake by 6.1% in Q2 2026, selling an estimated $447K and leaving 15,719 shares worth $7.95M. The position accounts for 0.8% of the portfolio, ranked #39.

Leuthold Group first reported a position in DY in Q2 2025 and has held it in 5 quarters since. 621 funds tracked by Wall St. Rank hold DY as of Q2 2026.

  • Leuthold Group held 15,719 shares of Dycom Industries worth $7.95M as of Q2 2026.
  • Leuthold Group sold 1,023 Dycom Industries shares in Q2 2026, an estimated $447K.
  • Dycom Industries made up 0.8% of Leuthold Group's portfolio in Q2 2026, its #39 holding.
  • Leuthold Group first reported a position in Dycom Industries in Q2 2025 and has held it in 5 quarters since.
  • 621 funds tracked by Wall St. Rank held Dycom Industries as of Q2 2026.

Based on Leuthold Group's 13F filing for Q2 2026, filed 4 Aug 2026.