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Thoroughbred Financial Services’s Dycom Industries DY Stock Holding History

Thoroughbred Financial Services’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 		$758K Buy
1,501
+339
+29% +$148K 0.04% 344
2026
Q1 		$393K Buy
+1,162
New +$437K 0.02% 441
2025
Q1 		– Sell
-1,254
Closed -$218K – 691
2024
Q4 		$218K Sell
1,254
-117
-9% -$21.6K 0.01% 638
2024
Q3 		$270K Sell
1,371
-323
-19% -$58.3K 0.02% 545
2024
Q2 		$285K Buy
+1,694
New +$264K 0.02% 514
2024
Q1 		– Sell
-2,777
Closed -$319K – 513
2023
Q4 		$319K Hold
2,777
– – 0.03% 462
2023
Q3 		$247K Buy
+2,777
New +$277K 0.02% 492

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

Thoroughbred Financial Services's DY Position: Q2 2026 in Review

Thoroughbred Financial Services increased its Dycom Industries (DY) stake by 29% in Q2 2026, buying an estimated $148K and bringing the position to 1,501 shares worth $758K. The position accounts for 0.04% of the portfolio, ranked #344.

Thoroughbred Financial Services first reported a position in DY in Q3 2023 and has held it in 7 quarters since. 618 funds tracked by Wall St. Rank hold DY as of Q2 2026.

  • Thoroughbred Financial Services held 1,501 shares of Dycom Industries worth $758K as of Q2 2026.
  • Thoroughbred Financial Services bought 339 Dycom Industries shares in Q2 2026, an estimated $148K.
  • Dycom Industries made up 0.04% of Thoroughbred Financial Services's portfolio in Q2 2026, its #344 holding.
  • Thoroughbred Financial Services first reported a position in Dycom Industries in Q3 2023 and has held it in 7 quarters since.
  • 618 funds tracked by Wall St. Rank held Dycom Industries as of Q2 2026.

Based on Thoroughbred Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.