Position in DY
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,369,643
+$487,356 QoQ
Shares Held
2,709
+4.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
1.03%
of 13F equity value
Holder Rank
#284
of 617 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DY Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026THOMPSON DAVIS & CO., INC. holds $6,080,173 across 7 Engineering & Construction names. DY ranks #2 (22.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FIX |
Comfort Systems USA Inc
|
862 | $1,708,440 | |
| 2 | DY |
Dycom Industries Inc
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|
2,709 | $1,369,643 | |
| 3 | ESOA |
Energy Services of America CORP
|
54,825 | $1,060,315 | |
| 4 | EME |
EMCOR Group, Inc.
|
775 | $643,157 | |
| 5 | SHIM |
Shimmick Corp
|
104,000 | $475,280 | |
| 6 | TPC |
Tutor Perini Corp
|
5,335 | $442,644 | |
| 7 | MTZ |
Mastec Inc
|
915 | $380,694 |
All Filings in DY
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,369,643 | 2,709 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $882,287 | 2,604 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $880,229 | 2,605 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $849,021 | 2,910 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,606,864 | 6,575 | Shares | Sole | 2025-08-20 | |
| 2025-03-31 | $1,104,465 | 7,250 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,305,450 | 7,500 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,479,235 | 7,505 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,226,041 | 7,265 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $383,942 | 2,675 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $299,234 | 2,600 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $222,500 | 2,500 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $284,125 | 2,500 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $234,125 | 2,500 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||