PCM
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Penn Capital Management’s Dycom Industries DY Stock Holding History

Penn Capital Management’s Portfolio DY Stock Details DY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$22.8M Sell
93,141
-14,318
-13% -$3.5M 1.97% 4
2025
Q1 		$16.4M Buy
107,459
+33,801
+46% +$5.16M 1.6% 17
2024
Q4 		$12.8M Buy
+73,658
New +$12.8M 1.26% 33