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Thompson Davis & Co’s Dycom Industries DY Stock Holding History

Thompson Davis & Co’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 		$1.37M Buy
2,709
+105
+4% +$45.9K 0.82% 20
2026
Q1 		$882K Sell
2,604
-1
-0% -$376 0.59% 32
2025
Q4 		$880K Sell
2,605
-305
-10% -$96.2K 0.53% 37
2025
Q3 		$849K Sell
2,910
-3,665
-56% -$962K 0.52% 39
2025
Q2 		$1.61M Sell
6,575
-675
-9% -$133K 1.1% 12
2025
Q1 		$1.1M Sell
7,250
-250
-3% -$43.1K 0.87% 15
2024
Q4 		$1.31M Sell
7,500
-5
-0.1% -$925 0.84% 13
2024
Q3 		$1.48M Buy
7,505
+240
+3% +$43.3K 1.09% 9
2024
Q2 		$1.23M Buy
7,265
+4,590
+172% +$716K 1.06% 12
2024
Q1 		$384K Buy
2,675
+75
+3% +$9.24K 0.26% 53
2023
Q4 		$299K Buy
2,600
+100
+4% +$9.49K 0.25% 55
2023
Q3 		$223K Hold
2,500
– – 0.28% 66
2023
Q2 		$284K Hold
2,500
– – 0.32% 60
2023
Q1 		$234K Buy
+2,500
New +$232K 0.31% 73
2018
Q3 		$120K Buy
1,421
+1,116
+366% +$96.6K 0.26% 89
2018
Q2 		$29K Buy
305
+205
+205% +$21K 0.07% 265
2018
Q1 		$11K Sell
100
-1,000
-91% -$114K 0.03% 381
2017
Q4 		$123K Sell
1,100
-275
-20% -$26.5K 0.29% 85
2017
Q3 		$118K Sell
1,375
-5,478
-80% -$462K 0.21% 111
2017
Q2 		$613K Sell
6,853
-465
-6% -$45.1K 0.98% 18
2017
Q1 		$680K Buy
7,318
+5,318
+266% +$451K 0.97% 19
2016
Q4 		$161K Buy
2,000
+1,942
+3,348% +$157K 0.27% 83
2016
Q3 		$5K Sell
58
-2,376
-98% -$210K 0.01% 824
2016
Q2 		$218K Sell
2,434
-24
-1% -$1.81K 0.35% 75
2016
Q1 		$159K Sell
2,458
-432
-15% -$26.4K 0.24% 114
2015
Q4 		$202K Sell
2,890
-2,208
-43% -$175K 0.29% 89
2015
Q3 		$369K Buy
5,098
+801
+19% +$55.4K 0.52% 43
2015
Q2 		$253K Buy
4,297
+4,172
+3,338% +$221K 0.29% 80
2015
Q1 		$6K Hold
125
– – 0.01% 855
2014
Q4 		$4K Buy
+125
New +$3.74K ﹤0.01% 978

Other funds holding DY

Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
PA
Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return
WAM
Wilson Asset Management Sydney, Australia $364M AUM 10.92% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Thompson Davis & Co's DY Position: Q2 2026 in Review

Thompson Davis & Co increased its Dycom Industries (DY) stake by 4% in Q2 2026, buying an estimated $45.9K and bringing the position to 2,709 shares worth $1.37M. The position accounts for 0.82% of the portfolio, ranked #20.

Thompson Davis & Co first reported a position in DY in Q4 2014 and has held it in 30 quarters since. The position peaked at $1.61M in Q2 2025. 253 funds tracked by Wall St. Rank hold DY as of Q2 2026.

  • Thompson Davis & Co held 2,709 shares of Dycom Industries worth $1.37M as of Q2 2026.
  • Thompson Davis & Co bought 105 Dycom Industries shares in Q2 2026, an estimated $45.9K.
  • Dycom Industries made up 0.82% of Thompson Davis & Co's portfolio in Q2 2026, its #20 holding.
  • Thompson Davis & Co first reported a position in Dycom Industries in Q4 2014 and has held it in 30 quarters since.
  • Thompson Davis & Co's Dycom Industries position peaked at $1.61M in Q2 2025.
  • 253 funds tracked by Wall St. Rank held Dycom Industries as of Q2 2026.

Based on Thompson Davis & Co's 13F filing for Q2 2026, filed 29 Jul 2026.