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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
Q2 		$1.92M Hold
3,800
– – 2.36% 12
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 $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 $3.37T AUM 44.26% 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

Rithm Capital's DY Position: Q2 2026 in Review

Rithm Capital held its Dycom Industries (DY) position steady in Q2 2026 at 3,800 shares worth $1.92M. The position accounts for 2.36% of the portfolio, ranked #12.

Rithm Capital first reported a position in DY in Q4 2024 and has held it in 7 quarters since. 621 funds tracked by Wall St. Rank hold DY as of Q2 2026.

  • Rithm Capital held 3,800 shares of Dycom Industries worth $1.92M as of Q2 2026.
  • Rithm Capital left its Dycom Industries share count unchanged in Q2 2026.
  • Dycom Industries made up 2.36% of Rithm Capital's portfolio in Q2 2026, its #12 holding.
  • Rithm Capital first reported a position in Dycom Industries in Q4 2024 and has held it in 7 quarters since.
  • 621 funds tracked by Wall St. Rank held Dycom Industries as of Q2 2026.

Based on Rithm Capital's 13F filing for Q2 2026, filed 14 Aug 2026.