FULLER & THALER ASSET MANAGEMENT, INC.
Position in DY — Dycom Industries Inc
CIK 1082327
SAN MATEO, CA
Position in DY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$78,725,924
+$67,335,348 QoQ
Shares Held
155,711
+21.7% QoQ
Ownership
0.518%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#35
of 617 holders
Holding Since
Mar 2023
4 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in DY Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026FULLER & THALER ASSET MANAGEMENT, INC. holds $1,419,378,663 across 10 Engineering & Construction names. DY ranks #9 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EME |
EMCOR Group, Inc.
|
439,676 | $364,878,318 | |
| 2 | FIX |
Comfort Systems USA Inc
|
130,833 | $259,304,464 | |
| 3 | MYRG |
Myr Group Inc.
|
286,686 | $143,457,674 | |
| 4 | TTEK |
Tetra Tech Inc
|
4,921,268 | $142,175,432 | |
| 5 | ECG |
Everus Construction Group, Inc.
|
808,959 | $134,246,746 | |
| 6 | GVA |
Granite Construction Inc
|
715,246 | $113,066,087 | |
| 7 | AGX |
Argan Inc
|
116,481 | $93,015,902 | |
| 8 | STRL |
Sterling Infrastructure, Inc.
|
106,898 | $89,725,905 |
All Filings in DY
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $78,725,924 | 155,711 | Shares | Sole | 2026-08-12 | |
| 2023-09-30 | $11,390,576 | 127,984 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $13,547,307 | 119,202 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $10,019,988 | 106,994 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||