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Rithm Capital’s Dycom Industries DY Stock Holding History

Rithm Capital’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 		$1.29M Buy
3,800
+100
+3% +$37.6K 1.91% 15
2025
Q4 		$1.25M Hold
3,700
– – 2.91% 8
2025
Q3 		$1.08M Sell
3,700
-1,000
-21% -$262K 2.18% 9
2025
Q2 		$1.15M Hold
4,700
– – 2.3% 8
2025
Q1 		$716K Buy
4,700
+700
+18% +$121K 1.6% 14
2024
Q4 		$696K Buy
+4,000
New +$740K 2.83% 13

Other funds holding DY

PP
Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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 $140B AUM 27.84% 1-Year Est. Return

Rithm Capital's DY Position: Q1 2026 in Review

Rithm Capital increased its Dycom Industries (DY) stake by 2.7% in Q1 2026, buying an estimated $37.6K and bringing the position to 3,800 shares worth $1.29M. The position accounts for 1.91% of the portfolio, ranked #15.

Rithm Capital first reported a position in DY in Q4 2024 and has held it in 6 quarters since. 516 funds tracked by Wall St. Rank hold DY as of Q1 2026.

  • Rithm Capital held 3,800 shares of Dycom Industries worth $1.29M as of Q1 2026.
  • Rithm Capital bought 100 Dycom Industries shares in Q1 2026, an estimated $37.6K.
  • Dycom Industries made up 1.91% of Rithm Capital's portfolio in Q1 2026, its #15 holding.
  • Rithm Capital first reported a position in Dycom Industries in Q4 2024 and has held it in 6 quarters since.
  • 516 funds tracked by Wall St. Rank held Dycom Industries as of Q1 2026.

Based on Rithm Capital's 13F filing for Q1 2026, filed 15 May 2026.