Millennium Management
DY icon

Millennium Management’s Dycom Industries DY Stock Holding History

Millennium Management’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
Q1 		$203K Buy
+600
New +$225K ﹤0.01% 5179
2023
Q2 		– Sell
-25,000
Closed -$2.34M – 6210
2023
Q1 		$2.34M Buy
+25,000
New +$2.32M ﹤0.01% 3285
2021
Q4 		– Sell
-50,000
Closed -$3.56M – 6924
2021
Q3 		$3.56M Buy
+50,000
New +$3.53M ﹤0.01% 3272

Other funds holding DY

PP
Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HCC
Hill City Capital Boston, Massachusetts $2.8B AUM 79.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Millennium Management's DY Position: Q1 2026 in Review

Millennium Management reduced its Dycom Industries (DY) stake by 17% in Q1 2026, selling an estimated $62.9M and leaving 805,770 shares worth $273M. The position accounts for 0.11% of the portfolio, ranked #152.

Millennium Management first reported a position in DY in Q2 2013 and has held it in 49 quarters since. The position peaked at $387M in Q3 2025. 516 funds tracked by Wall St. Rank hold DY as of Q1 2026.

  • Millennium Management held 805,770 shares of Dycom Industries worth $273M as of Q1 2026.
  • Millennium Management sold 167,410 Dycom Industries shares in Q1 2026, an estimated $62.9M.
  • Dycom Industries made up 0.11% of Millennium Management's portfolio in Q1 2026, its #152 holding.
  • Millennium Management first reported a position in Dycom Industries in Q2 2013 and has held it in 49 quarters since.
  • Millennium Management's Dycom Industries position peaked at $387M in Q3 2025.
  • 516 funds tracked by Wall St. Rank held Dycom Industries as of Q1 2026.

Based on Millennium Management's 13F filing for Q1 2026, filed 15 May 2026.