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Lisanti Capital Growth’s Dycom Industries DY Stock Holding History

Lisanti Capital Growth’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 		$7.16M Sell
14,170
-2,835
-17% -$1.24M 1.58% 11
2026
Q1 		$5.76M Sell
17,005
-3,535
-17% -$1.33M 1.45% 21
2025
Q4 		$6.94M Buy
20,540
+1,525
+8% +$481K 1.64% 10
2025
Q3 		$5.55M Buy
19,015
+7,575
+66% +$1.99M 1.36% 27
2025
Q2 		$2.8M Buy
+11,440
New +$2.25M 0.77% 59
2025
Q1 		– Sell
-23,190
Closed -$4.04M – 123
2024
Q4 		$4.04M Buy
23,190
+640
+3% +$118K 0.97% 46
2024
Q3 		$4.44M Buy
+22,550
New +$4.07M 1.13% 35
2022
Q4 		– Sell
-81,476
Closed -$7.78M – 136
2022
Q3 		$7.78M Buy
81,476
+18,040
+28% +$1.89M 1.04% 38
2022
Q2 		$5.9M Buy
63,436
+12,186
+24% +$1.09M 0.8% 54
2022
Q1 		$4.88M Buy
+51,250
New +$4.69M 0.55% 79
2018
Q2 		– Sell
-6,450
Closed -$694K – 141
2018
Q1 		$694K Sell
6,450
-1,700
-21% -$193K 0.34% 103
2017
Q4 		$908K Buy
+8,150
New +$787K 0.52% 75
2017
Q3 		– Sell
-13,090
Closed -$1.17M – 113
2017
Q2 		$1.17M Buy
+13,090
New +$1.27M 0.78% 50
2016
Q4 		– Sell
-5,667
Closed -$463K – 95
2016
Q3 		$463K Sell
5,667
-12,100
-68% -$1.07M 0.59% 78
2016
Q2 		$1.59M Buy
17,767
+10,565
+147% +$798K 2.41% 1
2016
Q1 		$466K Sell
7,202
-6,785
-49% -$414K 0.55% 83
2015
Q4 		$979K Sell
13,987
-2,078
-13% -$165K 1.03% 54
2015
Q3 		$1.16M Buy
+16,065
New +$1.11M 1.05% 49

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

Lisanti Capital Growth's DY Position: Q2 2026 in Review

Lisanti Capital Growth reduced its Dycom Industries (DY) stake by 17% in Q2 2026, selling an estimated $1.24M and leaving 14,170 shares worth $7.16M. The position accounts for 1.58% of the portfolio, ranked #11.

Lisanti Capital Growth first reported a position in DY in Q3 2015 and has held it in 18 quarters since. The position peaked at $7.78M in Q3 2022. 620 funds tracked by Wall St. Rank hold DY as of Q2 2026.

  • Lisanti Capital Growth held 14,170 shares of Dycom Industries worth $7.16M as of Q2 2026.
  • Lisanti Capital Growth sold 2,835 Dycom Industries shares in Q2 2026, an estimated $1.24M.
  • Dycom Industries made up 1.58% of Lisanti Capital Growth's portfolio in Q2 2026, its #11 holding.
  • Lisanti Capital Growth first reported a position in Dycom Industries in Q3 2015 and has held it in 18 quarters since.
  • Lisanti Capital Growth's Dycom Industries position peaked at $7.78M in Q3 2022.
  • 620 funds tracked by Wall St. Rank held Dycom Industries as of Q2 2026.

Based on Lisanti Capital Growth's 13F filing for Q2 2026, filed 10 Aug 2026.