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SummitTX Capital’s Dycom Industries DY Stock Holding History

SummitTX 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 		$804K Buy
+1,591
New +$695K 0.02% 496
2025
Q4 		– Sell
-6,543
Closed -$1.91M – 761
2025
Q3 		$1.91M Buy
6,543
+4,648
+245% +$1.22M 0.08% 263
2025
Q2 		$463K Sell
1,895
-4,018
-68% -$791K 0.02% 524
2025
Q1 		$901K Buy
+5,913
New +$1.02M 0.04% 427

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

SummitTX Capital's DY Position: Q2 2026 in Review

SummitTX Capital opened a new position in Dycom Industries (DY) in Q2 2026: 1,591 shares worth $804K. The stake represents 0.02% of the portfolio and ranks #496 among its holdings. This is a return to the name: SummitTX Capital previously reported a position in DY as recently as Q3 2025.

SummitTX Capital first reported a position in DY in Q1 2025 and has held it in 4 quarters since. The position peaked at $1.91M in Q3 2025. 621 funds tracked by Wall St. Rank hold DY as of Q2 2026.

  • SummitTX Capital held 1,591 shares of Dycom Industries worth $804K as of Q2 2026.
  • Dycom Industries was a new SummitTX Capital position in Q2 2026.
  • Dycom Industries made up 0.02% of SummitTX Capital's portfolio in Q2 2026, its #496 holding.
  • SummitTX Capital first reported a position in Dycom Industries in Q1 2025 and has held it in 4 quarters since.
  • SummitTX Capital's Dycom Industries position peaked at $1.91M in Q3 2025.
  • 621 funds tracked by Wall St. Rank held Dycom Industries as of Q2 2026.

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