Peconic Partners’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 | $1.39B | Buy |
4,113,320
+5,000
| +0.1% | +$1.88M | 24.11% | 2 |
|
|
2025
Q4 | $1.39B | Sell |
4,108,320
-9,000
| -0.2% | -$2.84M | 32.99% | 2 |
|
|
2025
Q3 | $1.2B | Buy |
4,117,320
+299,495
| +8% | +$78.6M | 33.22% | 2 |
|
|
2025
Q2 | $933M | Buy |
3,817,825
+105,586
| +3% | +$20.8M | 29.91% | 2 |
|
|
2025
Q1 | $566M | Buy |
3,712,239
+58,747
| +2% | +$10.1M | 28.88% | 2 |
|
|
2024
Q4 | $636M | Buy |
3,653,492
+35,000
| +1% | +$6.48M | 25.85% | 2 |
|
|
2024
Q3 | $713M | Sell |
3,618,492
-9,163
| -0.3% | -$1.65M | 29.84% | 2 |
|
|
2024
Q2 | $612M | Buy |
3,627,655
+31,073
| +0.9% | +$4.85M | 26.24% | 2 |
|
|
2024
Q1 | $516M | Buy |
3,596,582
+330,900
| +10% | +$40.8M | 22.92% | 2 |
|
|
2023
Q4 | $376M | Buy |
3,265,682
+21,635
| +0.7% | +$2.05M | 18.04% | 3 |
|
|
2023
Q3 | $289M | Buy |
3,244,047
+91,093
| +3% | +$9.09M | 16.83% | 3 |
|
|
2023
Q2 | $358M | Buy |
3,152,954
+462,572
| +17% | +$45.7M | 17.31% | 3 |
|
|
2023
Q1 | $252M | Buy |
2,690,382
+170,490
| +7% | +$15.8M | 14.3% | 3 |
|
|
2022
Q4 | $236M | Buy |
2,519,892
+37,905
| +2% | +$3.82M | 15.22% | 3 |
|
|
2022
Q3 | $237M | Buy |
2,481,987
+199,950
| +9% | +$20.9M | 16.38% | 3 |
|
|
2022
Q2 | $212M | Buy |
2,282,037
+364,050
| +19% | +$32.4M | 15.57% | 3 |
|
|
2022
Q1 | $183M | Buy |
1,917,987
+449,757
| +31% | +$41.2M | 14% | 3 |
|
|
2021
Q4 | $138M | Buy |
1,468,230
+369,003
| +34% | +$31.2M | 11.06% | 3 |
|
|
2021
Q3 | $78.3M | Buy |
1,099,227
+125,843
| +13% | +$8.9M | 6.95% | 3 |
|
|
2021
Q2 | $72.5M | Buy |
973,384
+245,719
| +34% | +$21.2M | 7.26% | 3 |
|
|
2021
Q1 | $67.6M | Buy |
727,665
+220,660
| +44% | +$19.1M | 7.09% | 3 |
|
|
2020
Q4 | $38.3M | Buy |
507,005
+501,005
| +8,350% | +$34.5M | 4.59% | 3 |
|
|
2020
Q3 | $317K | Sell |
6,000
-100,000
| -94% | -$4.85M | 0.06% | 38 |
|
|
2020
Q2 | $4.33M | Sell |
106,000
-401,007
| -79% | -$13.9M | 1.21% | 8 |
|
|
2020
Q1 | $13M | Buy |
507,007
+441,007
| +668% | +$15.6M | 5.03% | 4 |
|
|
2019
Q4 | $3.11M | Buy |
66,000
+60,000
| +1,000% | +$2.92M | 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% | -$2.74M | 0.06% | 35 |
|
|
2018
Q4 | $3.03M | Buy |
56,000
+50,000
| +833% | +$3.36M | 0.74% | 12 |
|
|
2018
Q3 | $508K | Sell |
6,000
-122,960
| -95% | -$10.6M | 0.13% | 24 |
|
|
2018
Q2 | $12.2M | Buy |
128,960
+122,960
| +2,049% | +$12.6M | 2.24% | 8 |
|
|
2018
Q1 | $646K | Sell |
6,000
-13,000
| -68% | -$1.48M | 0.12% | 22 |
|
|
2017
Q4 | $2.12M | Sell |
19,000
-12,000
| -39% | -$1.16M | 0.3% | 26 |
|
|
2017
Q3 | $2.66M | Sell |
31,000
-578,389
| -95% | -$48.7M | 0.43% | 16 |
|
|
2017
Q2 | $54.6M | Sell |
609,389
-779,237
| -56% | -$75.6M | 8.79% | 3 |
|
|
2017
Q1 | $129M | Hold |
1,388,626
| – | – | 14.82% | 2 |
|
|
2016
Q4 | $111M | Sell |
1,388,626
-789,486
| -36% | -$63.9M | 14.73% | 2 |
|
|
2016
Q3 | $178M | Buy |
2,178,112
+204,845
| +10% | +$18.1M | 22.55% | 1 |
|
|
2016
Q2 | $177M | Buy |
1,973,267
+48,270
| +3% | +$3.65M | 21.99% | 2 |
|
|
2016
Q1 | $124M | Buy |
1,924,997
+20,000
| +1% | +$1.22M | 27.02% | 1 |
|
|
2015
Q4 | $35.9M | Sell |
1,904,997
-26,345
| -1% | -$2.09M | 11.89% | 3 |
|
|
2015
Q3 | $140M | Hold |
1,931,342
| – | – | 22.84% | 1 |
|
|
2015
Q2 | $114M | Sell |
1,931,342
-14,343
| -0.7% | -$760K | 18.39% | 1 |
|
|
2015
Q1 | $95M | Sell |
1,945,685
-180,494
| -8% | -$7.09M | 14.79% | 1 |
|
|
2014
Q4 | $74.6M | Sell |
2,126,179
-188,525
| -8% | -$5.64M | 16.2% | 1 |
|
|
2014
Q3 | $71.1M | Buy |
2,314,704
+3,000
| +0.1% | +$91.4K | 9.77% | 2 |
|
|
2014
Q2 | $72.4M | Buy |
2,311,704
+62,400
| +3% | +$1.94M | 8.22% | 2 |
|
|
2014
Q1 | $71.1M | Buy |
2,249,304
+36,000
| +2% | +$1.03M | 6.72% | 5 |
|
|
2013
Q4 | $61.5M | Hold |
2,213,304
| – | – | 6.41% | 4 |
|
|
2013
Q3 | $62M | Buy |
2,213,304
+31,497
| +1% | +$824K | 7.67% | 3 |
|
|
2013
Q2 | $50.5M | Buy |
+2,181,807
| New | +$45.2M | 6.68% | 4 |
|
Other funds holding DY
VPM
VCM
HCC
Peconic Partners's DY Position: Q1 2026 in Review
Peconic Partners increased its Dycom Industries (DY) stake by 0.12% in Q1 2026, buying an estimated $1.88M and bringing the position to 4,113,320 shares worth $1.39B. The position accounts for 24.11% of the portfolio, ranked #2.
Peconic Partners first reported a position in DY in Q2 2013 and has held it in 52 quarters since. 516 funds tracked by Wall St. Rank hold DY as of Q1 2026.
- Peconic Partners held 4,113,320 shares of Dycom Industries worth $1.39B as of Q1 2026.
- Peconic Partners bought 5,000 Dycom Industries shares in Q1 2026, an estimated $1.88M.
- Dycom Industries made up 24.11% of Peconic Partners's portfolio in Q1 2026, its #2 holding.
- Peconic Partners first reported a position in Dycom Industries in Q2 2013 and has held it in 52 quarters since.
- 516 funds tracked by Wall St. Rank held Dycom Industries as of Q1 2026.
Based on Peconic Partners's 13F filing for Q1 2026, filed 15 May 2026.