Y-Intercept (HK)’s Dycom Industries DY Stock Holding History

Y-Intercept (HK)’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	$9.99M	Buy	19,766 +8,723	+79%	+$3.81M	0.2%	88
2026 Q1	$3.74M	Sell	11,043 -30,647	-74%	-$11.5M	0.07%	438
2025 Q4	$14.1M	Buy	41,690 +31,792	+321%	+$10M	0.32%	35
2025 Q3	$2.89M	Buy	+9,898	New	+$2.6M	0.07%	421
2025 Q2	–	Sell	-4,822	Closed	-$735K	–	1714
2025 Q1	$735K	Buy	4,822 +643	+15%	+$111K	0.05%	534
2024 Q4	$727K	Buy	4,179 +1,085	+35%	+$201K	0.05%	560
2024 Q3	$610K	Sell	3,094 -6,507	-68%	-$1.17M	0.04%	680
2024 Q2	$1.62M	Buy	9,601 +7,211	+302%	+$1.13M	0.09%	307
2024 Q1	$343K	Buy	+2,390	New	+$294K	0.03%	898
2023 Q3	–	Sell	-9,268	Closed	-$1.05M	–	1174
2023 Q2	$1.05M	Buy	+9,268	New	+$916K	0.11%	271

Other funds holding DY

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CIM

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

CNAM

Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

RCM

Radnor Capital Management Wayne, Pennsylvania $712M AUM 34.39% 1-Year Est. Return

Y-Intercept (HK)'s DY Position: Q2 2026 in Review

Y-Intercept (HK) increased its Dycom Industries (DY) stake by 79% in Q2 2026, buying an estimated $3.81M and bringing the position to 19,766 shares worth $9.99M. The position accounts for 0.2% of the portfolio, ranked #88.

Y-Intercept (HK) first reported a position in DY in Q2 2023 and has held it in 10 quarters since. The position peaked at $14.1M in Q4 2025. 102 funds tracked by Wall St. Rank hold DY as of Q2 2026.

Y-Intercept (HK) held 19,766 shares of Dycom Industries worth $9.99M as of Q2 2026.
Y-Intercept (HK) bought 8,723 Dycom Industries shares in Q2 2026, an estimated $3.81M.
Dycom Industries made up 0.2% of Y-Intercept (HK)'s portfolio in Q2 2026, its #88 holding.
Y-Intercept (HK) first reported a position in Dycom Industries in Q2 2023 and has held it in 10 quarters since.
Y-Intercept (HK)'s Dycom Industries position peaked at $14.1M in Q4 2025.
102 funds tracked by Wall St. Rank held Dycom Industries as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.