Portolan Capital Management’s Dycom Industries DY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-81,002	Closed	-$12.3M	–	121
2025 Q1	$12.3M	Buy	81,002 +57,754	+248%	+$8.8M	0.94%	38
2024 Q4	$4.05M	Buy	+23,248	New	+$4.05M	0.27%	98