Position in DY
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$20,385,894
+$6,301,825 QoQ
Shares Held
40,321
-3.0% QoQ
Ownership
0.134%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in DY Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026WCM INVESTMENT MANAGEMENT, LLC holds $356,879,811 across 8 Engineering & Construction names. DY ranks #3 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FIX |
Comfort Systems USA Inc
|
144,923 | $287,230,139 | |
| 2 | AGX |
Argan Inc
|
27,035 | $21,588,799 | |
| 3 | DY |
Dycom Industries Inc
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|
40,321 | $20,385,894 | |
| 4 | STRL |
Sterling Infrastructure, Inc.
|
22,952 | $19,264,990 | |
| 5 | MTZ |
Mastec Inc
|
11,611 | $4,830,872 | |
| 6 | APG |
APi Group Corp
|
40,998 | $1,736,265 | |
| 7 | TTEK |
Tetra Tech Inc
|
33,914 | $979,775 | |
| 8 | ACM |
Aecom
|
12,365 | $863,077 |
All Filings in DY
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,385,894 | 40,321 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $14,084,069 | 41,568 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $14,303,307 | 42,330 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $15,623,748 | 53,550 | Shares | Sole | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||