VarCov Co’s Dycom Industries DY Stock Holding History

VarCov 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 Q1	–	Sell	-1,740	Closed	-$588K	–	447
2025 Q4	$588K	Buy	+1,740	New	+$549K	0.23%	143

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 Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

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

VarCov Co's DY Position: Q1 2026 in Review

VarCov Co sold out of Dycom Industries (DY) in Q1 2026, closing a stake of 1,740 shares — an estimated $588K sold.

VarCov Co first reported a position in DY in Q4 2025 and held it in 1 quarter. The position peaked at $588K in Q4 2025. 517 funds tracked by Wall St. Rank hold DY as of Q1 2026.

VarCov Co reported no remaining Dycom Industries position as of Q1 2026 after selling out during the quarter.
VarCov Co sold 1,740 Dycom Industries shares in Q1 2026, an estimated $588K.
VarCov Co first reported a position in Dycom Industries in Q4 2025 and held it in 1 quarter.
VarCov Co's Dycom Industries position peaked at $588K in Q4 2025.
517 funds tracked by Wall St. Rank held Dycom Industries as of Q1 2026.

Based on VarCov Co's 13F filing for Q1 2026, filed 15 May 2026.