PMAM
DY icon

Picton Mahoney Asset Management’s Dycom Industries DY Stock Holding History

Picton Mahoney Asset 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 		$1.3M Buy
3,841
+1,188
+45% +$446K 0.01% 646
2025
Q4 		$896K Buy
+2,653
New +$836K 0.01% 574

Other funds holding DY

PP
Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Picton Mahoney Asset Management's DY Position: Q1 2026 in Review

Picton Mahoney Asset Management increased its Dycom Industries (DY) stake by 45% in Q1 2026, buying an estimated $446K and bringing the position to 3,841 shares worth $1.3M. The position accounts for 0.01% of the portfolio, ranked #646.

Picton Mahoney Asset Management first reported a position in DY in Q4 2025 and has held it in 2 quarters since. 517 funds tracked by Wall St. Rank hold DY as of Q1 2026.

  • Picton Mahoney Asset Management held 3,841 shares of Dycom Industries worth $1.3M as of Q1 2026.
  • Picton Mahoney Asset Management bought 1,188 Dycom Industries shares in Q1 2026, an estimated $446K.
  • Dycom Industries made up 0.01% of Picton Mahoney Asset Management's portfolio in Q1 2026, its #646 holding.
  • Picton Mahoney Asset Management first reported a position in Dycom Industries in Q4 2025 and has held it in 2 quarters since.
  • 517 funds tracked by Wall St. Rank held Dycom Industries as of Q1 2026.

Based on Picton Mahoney Asset Management's 13F filing for Q1 2026, filed 13 May 2026.