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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
Q2 		$11.1K Sell
22
-3,819
-99% -$1.67M ﹤0.01% 1093
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 $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 $3.38T AUM 44.17% 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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Picton Mahoney Asset Management's DY Position: Q2 2026 in Review

Picton Mahoney Asset Management reduced its Dycom Industries (DY) stake by 99% in Q2 2026, selling an estimated $1.67M and leaving 22 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1093.

Picton Mahoney Asset Management first reported a position in DY in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.3M in Q1 2026. 621 funds tracked by Wall St. Rank hold DY as of Q2 2026.

  • Picton Mahoney Asset Management held 22 shares of Dycom Industries worth $11.1K as of Q2 2026.
  • Picton Mahoney Asset Management sold 3,819 Dycom Industries shares in Q2 2026, an estimated $1.67M.
  • Dycom Industries made up ﹤0.01% of Picton Mahoney Asset Management's portfolio in Q2 2026, its #1093 holding.
  • Picton Mahoney Asset Management first reported a position in Dycom Industries in Q4 2025 and has held it in 3 quarters since.
  • Picton Mahoney Asset Management's Dycom Industries position peaked at $1.3M in Q1 2026.
  • 621 funds tracked by Wall St. Rank held Dycom Industries as of Q2 2026.

Based on Picton Mahoney Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.