Position in DY
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$161,912,250
+$24,866,770 QoQ
Shares Held
477,871
+17.8% QoQ
Ownership
1.59%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 13.696792649062195.ToString("F0")%
Shared 0.ToString("F0")%
None 86.30320735093781.ToString("F0")%
Common Shares in DY Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Mar 31, 2026NORDEA INVESTMENT MANAGEMENT AB holds $1,114,054,848 across 14 Engineering & Construction names. DY ranks #4 (14.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EME |
EMCOR Group, Inc.
|
390,768 | $288,507,919 | |
| 2 | MTZ |
Mastec Inc
|
733,628 | $236,037,471 | |
| 3 | PWR |
Quanta Services, Inc.
|
388,119 | $213,085,092 | |
| 4 | DY |
Dycom Industries Inc
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|
477,871 | $161,912,250 | |
| 5 | BLD |
QXO Insulation, LLC
|
303,368 | $106,573,177 | |
| 6 | ACM |
Aecom
|
593,862 | $50,371,373 | |
| 7 | FIX |
Comfort Systems USA Inc
|
12,685 | $17,492,488 | |
| 8 | STRL |
Sterling Infrastructure, Inc.
|
37,783 | $15,387,882 |
All Filings in DY
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $161,912,250 | 477,871 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $137,045,480 | 405,580 | Shares | Defined | 2026-01-08 | |
| 2025-09-30 | $2,074,705 | 7,111 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $1,748,609 | 7,155 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $1,031,493 | 6,771 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $1,164,286 | 6,689 | Shares | Sole | 2025-01-06 | |
| No filing history on record for this holder in this stock. | ||||||