CASTLEARK MANAGEMENT LLC

Position in DY — Dycom Industries Inc

CIK 1106832 CHICAGO, IL

Position in DY

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$11,013,682

-$1,882,609 QoQ

Shares Held

32,506

-14.8% QoQ

Ownership

0.108%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

14 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Industrials · as of Mar 31, 2026

CASTLEARK MANAGEMENT LLC holds $52,125,169 across 10 Engineering & Construction names. DY ranks #1 (21.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DY	Dycom Industries Inc This page	32,506	$11,013,682
2	TPC	Tutor Perini Corp	116,440	$8,988,003
3	STRL	Sterling Infrastructure, Inc.	21,200	$8,634,124
4	APG	APi Group Corp	200,263	$8,114,656
5	ACA	Arcosa, Inc.	74,650	$7,923,351
6	MYRG	Myr Group Inc.	17,560	$4,957,539
7	MTZ	Mastec Inc	2,690	$865,480
8	PWR	Quanta Services, Inc.	1,380	$757,647

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$11,013,682	32,506	-14.8%	Shares	Sole	2026-05-15
2025-12-31	$12,896,291	38,166	+27.1%	Shares	Sole	2026-02-13
2025-09-30	$8,760,385	30,026	+35.9%	Shares	Sole	2025-11-17
2024-12-31	$3,844,985	22,090	-40.1%	Shares	Sole	2025-02-18
2024-09-30	$7,269,048	36,880	-43.5%	Shares	Sole	2024-11-15
2022-12-31	$6,114,888	65,330	+1.6%	Shares	Sole	2023-02-10
2022-09-30	$6,143,534	64,310	+13.3%	Shares	Sole	2022-11-15
2022-06-30	$5,280,020	56,750	+8.2%	Shares	Sole	2022-08-16
2022-03-31	$4,997,339	52,460	-47.5%	Shares	Sole	2022-05-16
2021-06-30	$7,443,534	99,873	-5.2%	Shares	Sole	2021-08-17
2021-03-31	$9,778,312	105,313	+0.0%	Shares	Sole	2021-05-14
2020-12-31	$7,952,331	105,301	-28.0%	Shares	Sole	2021-02-17
2020-09-30	$7,726,826	146,286	-1.6%	Shares	Sole	2020-11-16
2020-06-30	$6,076,254	148,600	—	Shares	Sole	2020-08-14
No filing history on record for this holder in this stock.