PECONIC PARTNERS LLC

Position in DY — Dycom Industries Inc

CIK 1050464 NEW YORK, NY

Back to DY Full portfolio

Position in DY

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$2,246,498,158

+$852,823,076 QoQ

Shares Held

4,443,320

+8.0% QoQ

Ownership

14.8%

of shares outstanding

% of Portfolio

30.02%

of 13F equity value

Holder Rank

of 617 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in DY Over Time

Shares Held

Position Value (USD)

Position in Engineering & Construction

Industrials · as of Jun 30, 2026

PECONIC PARTNERS LLC holds $7,176,144,832 across 3 Engineering & Construction names. DY ranks #2 (31.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PWR	Quanta Services, Inc.	4,720,847	$3,399,198,673
2	DY	Dycom Industries Inc This page	4,443,320	$2,246,498,158
3	MTZ	Mastec Inc	3,678,431	$1,530,448,001

All Filings in DY

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,246,498,158	4,443,320	+8.0%	Shares	Sole	2026-08-14
2026-03-31	$1,393,675,082	4,113,320	+0.1%	Shares	Sole	2026-05-15
2025-12-31	$1,388,201,328	4,108,320	-0.2%	Shares	Sole	2026-02-17
2025-09-30	$1,201,269,283	4,117,320	+7.8%	Shares	Sole	2025-11-14
2025-06-30	$933,038,251	3,817,825	+2.8%	Shares	Sole	2025-08-14
2025-03-31	$565,522,489	3,712,239	+1.6%	Shares	Sole	2025-05-15
2024-12-31	$635,926,817	3,653,492	+1.0%	Shares	Sole	2025-02-14
2024-09-30	$713,204,773	3,618,492	-0.3%	Shares	Sole	2024-11-14
2024-06-30	$612,203,057	3,627,655	+0.9%	Shares	Sole	2024-08-14
2024-03-31	$516,217,414	3,596,582	+10.1%	Shares	Sole	2024-05-15
2023-12-31	$375,847,341	3,265,682	+0.7%	Shares	Sole	2024-02-14
2023-09-30	$288,720,183	3,244,047	+2.9%	Shares	Sole	2023-11-14
2023-06-30	$358,333,222	3,152,954	+17.2%	Shares	Sole	2023-08-14
2023-03-31	$251,954,274	2,690,382	+6.8%	Shares	Sole	2023-05-15
2022-12-31	$235,861,891	2,519,892	+1.5%	Shares	Sole	2023-02-14
2022-09-30	$237,104,218	2,481,987	+8.8%	Shares	Sole	2022-11-14
2022-06-30	$212,320,722	2,282,037	+19.0%	Shares	Sole	2022-08-15
2022-03-31	$182,707,441	1,917,987	+30.6%	Shares	Sole	2022-05-16
2021-12-31	$137,661,244	1,468,230	+33.6%	Shares	Sole	2022-02-14
2021-09-30	$78,308,931	1,099,227	+12.9%	Shares	Sole	2021-11-15
2021-06-30	$72,546,309	973,384	+33.8%	Shares	Sole	2021-08-16
2021-03-31	$67,563,695	727,665	+43.5%	Shares	Sole	2021-05-17
2020-12-31	$38,289,017	507,005	+8350.1%	Shares	Sole	2021-02-16
2020-09-30	$316,920	6,000	-94.3%	Shares	Sole	2020-11-16
2020-06-30	$4,334,340	106,000	-79.1%	Shares	Sole	2020-08-14
2020-03-31	$13,004,729	507,007	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.