PP
Peconic Partners’s Dycom Industries DY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $933M | Buy |
3,817,825
+105,586
| +3% | +$25.8M | 29.91% | 2 |
|
|
2025
Q1 | $566M | Buy |
3,712,239
+58,747
| +2% | +$8.95M | 28.88% | 2 |
|
|
2024
Q4 | $636M | Buy |
3,653,492
+35,000
| +1% | +$6.09M | 25.85% | 2 |
|
|
2024
Q3 | $713M | Sell |
3,618,492
-9,163
| -0.3% | -$1.81M | 29.84% | 2 |
|
|
2024
Q2 | $612M | Buy |
3,627,655
+31,073
| +0.9% | +$5.24M | 26.24% | 2 |
|
|
2024
Q1 | $516M | Buy |
3,596,582
+330,900
| +10% | +$47.5M | 22.92% | 2 |
|
|
2023
Q4 | $376M | Buy |
3,265,682
+21,635
| +0.7% | +$2.49M | 18.04% | 3 |
|
|
2023
Q3 | $289M | Buy |
3,244,047
+91,093
| +3% | +$8.11M | 16.83% | 3 |
|
|
2023
Q2 | $358M | Buy |
3,152,954
+462,572
| +17% | +$52.6M | 17.31% | 3 |
|
|
2023
Q1 | $252M | Buy |
2,690,382
+170,490
| +7% | +$16M | 14.3% | 3 |
|
|
2022
Q4 | $236M | Buy |
2,519,892
+37,905
| +2% | +$3.55M | 15.22% | 3 |
|
|
2022
Q3 | $237M | Buy |
2,481,987
+199,950
| +9% | +$19.1M | 16.38% | 3 |
|
|
2022
Q2 | $212M | Buy |
2,282,037
+364,050
| +19% | +$33.9M | 15.57% | 3 |
|
|
2022
Q1 | $183M | Buy |
1,917,987
+449,757
| +31% | +$42.8M | 14% | 3 |
|
|
2021
Q4 | $138M | Buy |
1,468,230
+369,003
| +34% | +$34.6M | 11.06% | 3 |
|
|
2021
Q3 | $78.3M | Buy |
1,099,227
+125,843
| +13% | +$8.97M | 6.95% | 3 |
|
|
2021
Q2 | $72.5M | Buy |
973,384
+245,719
| +34% | +$18.3M | 7.26% | 3 |
|
|
2021
Q1 | $67.6M | Buy |
727,665
+220,660
| +44% | +$20.5M | 7.09% | 3 |
|
|
2020
Q4 | $38.3M | Buy |
507,005
+501,005
| +8,350% | +$37.8M | 4.59% | 3 |
|
|
2020
Q3 | $317K | Sell |
6,000
-100,000
| -94% | -$5.28M | 0.06% | 38 |
|
|
2020
Q2 | $4.33M | Sell |
106,000
-401,007
| -79% | -$16.4M | 1.21% | 8 |
|
|
2020
Q1 | $13M | Buy |
507,007
+441,007
| +668% | +$11.3M | 5.03% | 4 |
|
|
2019
Q4 | $3.11M | Buy |
66,000
+60,000
| +1,000% | +$2.83M | 0.63% | 23 |
|
|
2019
Q3 | $306K | Hold |
6,000
| – | – | 0.07% | 38 |
|
|
2019
Q2 | $353K | Hold |
6,000
| – | – | 0.07% | 32 |
|
|
2019
Q1 | $276K | Sell |
6,000
-50,000
| -89% | -$2.3M | 0.06% | 35 |
|
|
2018
Q4 | $3.03M | Buy |
56,000
+50,000
| +833% | +$2.7M | 0.74% | 12 |
|
|
2018
Q3 | $508K | Sell |
6,000
-122,960
| -95% | -$10.4M | 0.13% | 24 |
|
|
2018
Q2 | $12.2M | Buy |
128,960
+122,960
| +2,049% | +$11.6M | 2.24% | 8 |
|
|
2018
Q1 | $646K | Sell |
6,000
-13,000
| -68% | -$1.4M | 0.12% | 22 |
|
|
2017
Q4 | $2.12M | Sell |
19,000
-12,000
| -39% | -$1.34M | 0.3% | 25 |
|
|
2017
Q3 | $2.66M | Sell |
31,000
-578,389
| -95% | -$49.7M | 0.43% | 16 |
|
|
2017
Q2 | $54.6M | Sell |
609,389
-779,237
| -56% | -$69.8M | 8.79% | 3 |
|
|
2017
Q1 | $129M | Hold |
1,388,626
| – | – | 14.82% | 2 |
|
|
2016
Q4 | $111M | Sell |
1,388,626
-789,486
| -36% | -$63.4M | 14.73% | 2 |
|
|
2016
Q3 | $178M | Buy |
2,178,112
+204,845
| +10% | +$16.8M | 22.55% | 1 |
|
|
2016
Q2 | $177M | Buy |
1,973,267
+48,270
| +3% | +$4.33M | 21.99% | 2 |
|
|
2016
Q1 | $124M | Buy |
1,924,997
+20,000
| +1% | +$1.29M | 27.02% | 1 |
|
|
2015
Q4 | $35.9M | Sell |
1,904,997
-26,345
| -1% | -$497K | 11.89% | 3 |
|
|
2015
Q3 | $140M | Hold |
1,931,342
| – | – | 22.84% | 1 |
|
|
2015
Q2 | $114M | Sell |
1,931,342
-14,343
| -0.7% | -$844K | 18.39% | 1 |
|
|
2015
Q1 | $95M | Sell |
1,945,685
-180,494
| -8% | -$8.82M | 14.79% | 1 |
|
|
2014
Q4 | $74.6M | Sell |
2,126,179
-188,525
| -8% | -$6.62M | 16.2% | 1 |
|
|
2014
Q3 | $71.1M | Buy |
2,314,704
+3,000
| +0.1% | +$92.1K | 9.77% | 2 |
|
|
2014
Q2 | $72.4M | Buy |
2,311,704
+62,400
| +3% | +$1.95M | 8.22% | 2 |
|
|
2014
Q1 | $71.1M | Buy |
2,249,304
+36,000
| +2% | +$1.14M | 6.72% | 5 |
|
|
2013
Q4 | $61.5M | Hold |
2,213,304
| – | – | 6.41% | 4 |
|
|
2013
Q3 | $62M | Buy |
2,213,304
+31,497
| +1% | +$882K | 7.67% | 3 |
|
|
2013
Q2 | $50.5M | Buy |
+2,181,807
| New | +$50.5M | 6.68% | 3 |
|