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Radnor Capital Management’s Dycom Industries DY Stock Holding History

Radnor Capital 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 		$3.98M Sell
7,863
-3,290
-29% -$1.44M 0.56% 37
2026
Q1 		$3.78M Sell
11,153
-50
-0.4% -$18.8K 0.56% 38
2025
Q4 		$3.79M Sell
11,203
-2,480
-18% -$782K 0.56% 39
2025
Q3 		$3.99M Sell
13,683
-2,052
-13% -$538K 0.61% 34
2025
Q2 		$3.85M Buy
15,735
+425
+3% +$83.6K 0.61% 36
2025
Q1 		$2.33M Hold
15,310
– – 0.39% 65
2024
Q4 		$2.67M Sell
15,310
-120
-0.8% -$22.2K 0.45% 54
2024
Q3 		$3.04M Buy
+15,430
New +$2.78M 0.45% 54
2024
Q2 		– Sell
-16,625
Closed -$2.39M – 194
2024
Q1 		$2.39M Hold
16,625
– – 0.41% 57
2023
Q4 		$1.91M Hold
16,625
– – 0.36% 75
2023
Q3 		$1.48M Buy
+16,625
New +$1.66M 0.29% 91
2023
Q2 		– Sell
-15,165
Closed -$1.42M – 164
2023
Q1 		$1.42M Buy
15,165
+90
+0.6% +$8.36K 0.37% 72
2022
Q4 		$1.35M Buy
15,075
+190
+1% +$19.1K 0.33% 88
2022
Q3 		$1.42M Sell
14,885
-1,520
-9% -$159K 0.41% 72
2022
Q2 		$1.53M Buy
16,405
+815
+5% +$72.6K 0.42% 73
2022
Q1 		$1.49M Buy
15,590
+4,875
+45% +$446K 0.37% 81
2021
Q4 		$1M Buy
+10,715
New +$906K 0.25% 98
2020
Q1 		– Sell
-6,320
Closed -$298K – 173
2019
Q4 		$298K Buy
+6,320
New +$308K 0.09% 151

Other funds holding DY

HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Radnor Capital Management's DY Position: Q2 2026 in Review

Radnor Capital Management reduced its Dycom Industries (DY) stake by 29% in Q2 2026, selling an estimated $1.44M and leaving 7,863 shares worth $3.98M. The position accounts for 0.56% of the portfolio, ranked #37.

Radnor Capital Management first reported a position in DY in Q4 2019 and has held it in 18 quarters since. The position peaked at $3.99M in Q3 2025. 70 funds tracked by Wall St. Rank hold DY as of Q2 2026.

  • Radnor Capital Management held 7,863 shares of Dycom Industries worth $3.98M as of Q2 2026.
  • Radnor Capital Management sold 3,290 Dycom Industries shares in Q2 2026, an estimated $1.44M.
  • Dycom Industries made up 0.56% of Radnor Capital Management's portfolio in Q2 2026, its #37 holding.
  • Radnor Capital Management first reported a position in Dycom Industries in Q4 2019 and has held it in 18 quarters since.
  • Radnor Capital Management's Dycom Industries position peaked at $3.99M in Q3 2025.
  • 70 funds tracked by Wall St. Rank held Dycom Industries as of Q2 2026.

Based on Radnor Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.