Position in DY
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$14,084,069
-$219,238 QoQ
Shares Held
41,568
-1.8% QoQ
Ownership
0.138%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in DY Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Mar 31, 2026WCM INVESTMENT MANAGEMENT, LLC holds $241,715,026 across 11 Engineering & Construction names. DY ranks #4 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FIX |
Comfort Systems USA Inc
|
116,698 | $160,925,375 | |
| 2 | BLD |
QXO Insulation, LLC
|
52,843 | $18,563,745 | |
| 3 | PRIM |
Primoris Services Corp
|
124,224 | $17,769,000 | |
| 4 | DY |
Dycom Industries Inc
This page
|
41,568 | $14,084,069 | |
| 5 | AGX |
Argan Inc
|
23,016 | $12,535,664 | |
| 6 | STRL |
Sterling Infrastructure, Inc.
|
23,160 | $9,432,373 | |
| 7 | MTZ |
Mastec Inc
|
9,576 | $3,080,982 | |
| 8 | APG |
APi Group Corp
|
71,594 | $2,900,988 |
All Filings in DY
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||