TwinBeech Capital’s Dycom Industries DY Stock Holding History

TwinBeech 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	–	Sell	-715	Closed	-$242K	–	454
2026 Q1	$242K	Sell	715 -4,560	-86%	-$1.71M	0.03%	486
2025 Q4	$1.78M	Buy	+5,275	New	+$1.66M	0.13%	209
2025 Q3	–	Sell	-37,355	Closed	-$9.13M	–	628
2025 Q2	$9.13M	Buy	+37,355	New	+$7.35M	0.21%	135
2024 Q4	–	Sell	-15,460	Closed	-$3.05M	–	681
2024 Q3	$3.05M	Buy	+15,460	New	+$2.79M	0.06%	349
2024 Q2	–	Sell	-2,127	Closed	-$305K	–	604
2024 Q1	$305K	Sell	2,127 -510	-19%	-$62.8K	0.01%	483
2023 Q4	$303K	Buy	+2,637	New	+$250K	﹤0.01%	579
2023 Q3	–	Sell	-4,890	Closed	-$556K	–	699
2023 Q2	$556K	Sell	4,890 -36,245	-88%	-$3.58M	0.01%	503
2023 Q1	$3.85M	Buy	+41,135	New	+$3.82M	0.08%	279
2022 Q1	–	Sell	-10,950	Closed	-$1.03M	–	560
2021 Q4	$1.03M	Buy	+10,950	New	+$926K	0.06%	338
2021 Q2	–	Sell	-3,991	Closed	-$371K	–	486
2021 Q1	$371K	Buy	+3,991	New	+$346K	0.05%	344

Other funds holding DY

Peconic Partners New York $8.04B AUM 107.18% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

TwinBeech Capital's DY Position: Q2 2026 in Review

TwinBeech Capital sold out of Dycom Industries (DY) in Q2 2026, closing a stake of 715 shares — an estimated $242K sold.

TwinBeech Capital first reported a position in DY in Q1 2021 and held it in 10 quarters. The position peaked at $9.13M in Q2 2025. 621 funds tracked by Wall St. Rank hold DY as of Q2 2026.

TwinBeech Capital reported no remaining Dycom Industries position as of Q2 2026 after selling out during the quarter.
TwinBeech Capital sold 715 Dycom Industries shares in Q2 2026, an estimated $242K.
TwinBeech Capital first reported a position in Dycom Industries in Q1 2021 and held it in 10 quarters.
TwinBeech Capital's Dycom Industries position peaked at $9.13M in Q2 2025.
621 funds tracked by Wall St. Rank held Dycom Industries as of Q2 2026.

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