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
Q2 		$303K Hold
600
– – ﹤0.01% 5099
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 $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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Millennium Management's DY Position: Q2 2026 in Review

Millennium Management reduced its Dycom Industries (DY) stake by 26% in Q2 2026, selling an estimated $92.7M and leaving 593,715 shares worth $300M. The position accounts for 0.11% of the portfolio, ranked #139.

Millennium Management first reported a position in DY in Q2 2013 and has held it in 50 quarters since. The position peaked at $387M in Q3 2025. 620 funds tracked by Wall St. Rank hold DY as of Q2 2026.

  • Millennium Management held 593,715 shares of Dycom Industries worth $300M as of Q2 2026.
  • Millennium Management sold 212,055 Dycom Industries shares in Q2 2026, an estimated $92.7M.
  • Dycom Industries made up 0.11% of Millennium Management's portfolio in Q2 2026, its #139 holding.
  • Millennium Management first reported a position in Dycom Industries in Q2 2013 and has held it in 50 quarters since.
  • Millennium Management's Dycom Industries position peaked at $387M in Q3 2025.
  • 620 funds tracked by Wall St. Rank held Dycom Industries as of Q2 2026.

Based on Millennium Management's 13F filing for Q2 2026, filed 14 Aug 2026.