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Shellback Capital’s Dycom Industries DY Stock Holding History

Shellback 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 		$36.7M Buy
+72,663
New +$31.8M 3.22% 5
2023
Q3 		– Sell
-35,787
Closed -$4.07M – 95
2023
Q2 		$4.07M Sell
35,787
-52,296
-59% -$5.17M 0.36% 67
2023
Q1 		$8.25M Buy
+88,083
New +$8.19M 0.93% 39
2022
Q4 		– Sell
-68,653
Closed -$6.56M – 86
2022
Q3 		$6.56M Sell
68,653
-50,611
-42% -$5.3M 0.95% 38
2022
Q2 		$11.1M Buy
119,264
+67,790
+132% +$6.04M 1.93% 17
2022
Q1 		$4.9M Sell
51,474
-34,058
-40% -$3.12M 0.65% 44
2021
Q4 		$8.02M Buy
+85,532
New +$7.23M 0.46% 65
2021
Q2 		– Sell
-64,949
Closed -$6.03M – 121
2021
Q1 		$6.03M Buy
+64,949
New +$5.63M 0.36% 86
2019
Q3 		– Sell
-110,055
Closed -$6.48M – 65
2019
Q2 		$6.48M Buy
+110,055
New +$5.63M 0.81% 47

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

Shellback Capital's DY Position: Q2 2026 in Review

Shellback Capital opened a new position in Dycom Industries (DY) in Q2 2026: 72,663 shares worth $36.7M. The stake represents 3.22% of the portfolio and ranks #5 among its holdings. This is a return to the name: Shellback Capital previously reported a position in DY as recently as Q2 2023.

Shellback Capital first reported a position in DY in Q2 2019 and has held it in 9 quarters since. 620 funds tracked by Wall St. Rank hold DY as of Q2 2026.

  • Shellback Capital held 72,663 shares of Dycom Industries worth $36.7M as of Q2 2026.
  • Dycom Industries was a new Shellback Capital position in Q2 2026.
  • Dycom Industries made up 3.22% of Shellback Capital's portfolio in Q2 2026, its #5 holding.
  • Shellback Capital first reported a position in Dycom Industries in Q2 2019 and has held it in 9 quarters since.
  • 620 funds tracked by Wall St. Rank held Dycom Industries as of Q2 2026.

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