Penn Capital Management Company, LLC

Position in DY — Dycom Industries Inc

CIK 1158202 PHILADELPHIA, PA

Position in DY

as of Mar 31, 2026 · filed May 7, 2026 Compact

Position Value

$15,092,736

-$2,654,109 QoQ

Shares Held

44,545

-15.2% QoQ

Ownership

0.148%

of shares outstanding

% of Portfolio

1.18%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2024

6 quarters on record

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

Industrials · as of Mar 31, 2026

Penn Capital Management Company, LLC holds $39,396,769 across 4 Engineering & Construction names. DY ranks #2 (38.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LGN	Legence Corp.	356,315	$20,117,544
2	DY	Dycom Industries Inc This page	44,545	$15,092,736
3	MTZ	Mastec Inc	6,589	$2,119,944
4	AMRC	Ameresco, Inc.	81,041	$2,066,545

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$15,092,736	44,545	-15.2%	Shares	Sole	2026-05-07
2025-12-31	$17,746,845	52,521	-39.0%	Shares	Sole	2026-02-09
2025-09-30	$25,133,373	86,144	-7.5%	Shares	Sole	2025-11-24
2025-06-30	$22,762,728	93,141	-13.3%	Shares	Sole	2025-08-14
2025-03-31	$16,370,304	107,459	+45.9%	Shares	Sole	2025-05-14
2024-12-31	$12,820,911	73,658	—	Shares	Sole	2025-02-14
No filing history on record for this holder in this stock.