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Steven Cohen’s Dycom Industries DY Stock Holding History

Steven Cohen’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 		$3.08M Sell
6,100
-3,000
-33% -$1.31M ﹤0.01% 2108
2026
Q1 		$3.08M Buy
9,100
+3,300
+57% +$1.24M ﹤0.01% 2024
2025
Q4 		$1.96M Buy
+5,800
New +$1.83M ﹤0.01% 2488
2017
Q3 		– Sell
-30,000
Closed -$2.69M – 914
2017
Q2 		$2.69M Buy
+30,000
New +$2.91M 0.02% 606

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

Steven Cohen's DY Position: Q2 2026 in Review

Steven Cohen increased its Dycom Industries (DY) stake by 36% in Q2 2026, buying an estimated $20.7M and bringing the position to 178,570 shares worth $90.3M. The position accounts for 0.1% of the portfolio, ranked #234.

Steven Cohen first reported a position in DY in Q2 2014 and has held it in 24 quarters since. 617 funds tracked by Wall St. Rank hold DY as of Q2 2026.

  • Steven Cohen held 178,570 shares of Dycom Industries worth $90.3M as of Q2 2026.
  • Steven Cohen bought 47,323 Dycom Industries shares in Q2 2026, an estimated $20.7M.
  • Dycom Industries made up 0.1% of Steven Cohen's portfolio in Q2 2026, its #234 holding.
  • Steven Cohen first reported a position in Dycom Industries in Q2 2014 and has held it in 24 quarters since.
  • 617 funds tracked by Wall St. Rank held Dycom Industries as of Q2 2026.

Based on Point72 Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.