Position in DY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$417,111
+$144,023 QoQ
Shares Held
825
+2.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#405
of 617 holders
Holding Since
Jun 2025
5 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&PARTNERS holds $42,418,650 across 17 Engineering & Construction names. DY ranks #14 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PWR |
Quanta Services, Inc.
|
17,967 | $12,936,958 | |
| 2 | EME |
EMCOR Group, Inc.
|
13,691 | $11,361,887 | |
| 3 | FIX |
Comfort Systems USA Inc
|
4,130 | $8,185,453 | |
| 4 | MTZ |
Mastec Inc
|
3,342 | $1,390,472 | |
| 5 | J |
Jacobs Solutions Inc.
|
10,121 | $1,275,246 | |
| 6 | FLR |
Fluor Corp
|
22,107 | $1,158,185 | |
| 7 | AGX |
Argan Inc
|
1,297 | $1,035,719 | |
| 8 | EXPO |
Exponent Inc
|
15,274 | $897,500 |
All Filings in DY
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $417,111 | 825 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $273,088 | 806 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $355,808 | 1,053 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $299,637 | 1,027 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $238,769 | 977 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||