Lisanti Capital Growth’s Dycom Industries DY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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