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Wilson Asset Management’s Dycom Industries DY Stock Holding History

Wilson Asset Management’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 		$7.64M Buy
22,537
+19,537
+651% +$7.34M 2.16% 18
2025
Q4 		$1.01M Buy
+3,000
New +$946K 0.26% 40

Other funds holding DY

PP
Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HCC
Hill City Capital Boston, Massachusetts $2.8B AUM 79.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Wilson Asset Management's DY Position: Q1 2026 in Review

Wilson Asset Management increased its Dycom Industries (DY) stake by 651% in Q1 2026, buying an estimated $7.34M and bringing the position to 22,537 shares worth $7.64M. The position accounts for 2.16% of the portfolio, ranked #18.

Wilson Asset Management first reported a position in DY in Q4 2025 and has held it in 2 quarters since. 516 funds tracked by Wall St. Rank hold DY as of Q1 2026.

  • Wilson Asset Management held 22,537 shares of Dycom Industries worth $7.64M as of Q1 2026.
  • Wilson Asset Management bought 19,537 Dycom Industries shares in Q1 2026, an estimated $7.34M.
  • Dycom Industries made up 2.16% of Wilson Asset Management's portfolio in Q1 2026, its #18 holding.
  • Wilson Asset Management first reported a position in Dycom Industries in Q4 2025 and has held it in 2 quarters since.
  • 516 funds tracked by Wall St. Rank held Dycom Industries as of Q1 2026.

Based on Wilson Asset Management's 13F filing for Q1 2026, filed 12 May 2026.