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Semanteon Capital Management’s Dycom Industries DY Stock Holding History

Semanteon 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
2025
Q3 		– Sell
-6,256
Closed -$1.53M – 201
2025
Q2 		$1.53M Buy
+6,256
New +$1.23M 2.31% 4
2024
Q3 		– Sell
-6,867
Closed -$1.16M – 230
2024
Q2 		$1.16M Buy
+6,867
New +$1.07M 0.82% 49

Other funds holding DY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PP
Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Semanteon Capital Management's DY Position: Q3 2025 in Review

Semanteon Capital Management sold out of Dycom Industries (DY) in Q3 2025, closing a stake of 6,256 shares — an estimated $1.53M sold.

Semanteon Capital Management first reported a position in DY in Q2 2024 and held it in 2 quarters. The position peaked at $1.53M in Q2 2025. 414 funds tracked by Wall St. Rank hold DY as of Q3 2025.

  • Semanteon Capital Management reported no remaining Dycom Industries position as of Q3 2025 after selling out during the quarter.
  • Semanteon Capital Management sold 6,256 Dycom Industries shares in Q3 2025, an estimated $1.53M.
  • Semanteon Capital Management first reported a position in Dycom Industries in Q2 2024 and held it in 2 quarters.
  • Semanteon Capital Management's Dycom Industries position peaked at $1.53M in Q2 2025.
  • 414 funds tracked by Wall St. Rank held Dycom Industries as of Q3 2025.

Based on Semanteon Capital Management's 13F filing for Q3 2025, filed 10 Nov 2025.