Position in DY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$300,176,366
+$27,165,375 QoQ
Shares Held
593,715
-26.3% QoQ
Ownership
1.97%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#10
of 620 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DY Over Time
Shares Held
Position Value (USD)
Derivatives in DY
reported options exposure · as of Jun 30, 2026CallValue
$303,354
CallShares
600
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Engineering & Construction
Industrials · as of Jun 30, 2026MILLENNIUM MANAGEMENT LLC holds $1,903,317,460 across 37 Engineering & Construction names. DY ranks #1 (15.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DY |
Dycom Industries Inc
This page
|
593,715 | $300,176,366 | |
| 2 | STRL |
Sterling Infrastructure, Inc.
|
294,821 | $247,460,954 | |
| 3 | PWR |
Quanta Services, Inc.
|
284,766 | $205,042,910 | |
| 4 | GVA |
Granite Construction Inc
|
1,086,252 | $171,714,716 | |
| 5 | PRIM |
Primoris Services Corp
|
1,492,740 | $147,960,388 | |
| 6 | EME |
EMCOR Group, Inc.
|
160,534 | $133,223,955 | |
| 7 | ACM |
Aecom
|
1,321,296 | $92,226,460 | |
| 8 | FIX |
Comfort Systems USA Inc
|
36,443 | $72,228,203 |
All Filings in DY
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $300,176,366 | 593,715 | Shares | Sole | 2026-08-14 | |
| 2026-06-30 | $303,354 | 600 | Call | Sole | 2026-08-14 | |
| 2026-03-31 | $203,292 | 600 | Call | Sole | 2026-05-15 | |
| 2026-03-31 | $273,010,991 | 805,770 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $328,837,522 | 973,180 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $386,563,910 | 1,324,938 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $267,694,786 | 1,095,359 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $225,675,561 | 1,481,394 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $249,920,917 | 1,435,832 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $299,252,002 | 1,518,275 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $275,324,008 | 1,631,453 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $220,262,142 | 1,534,607 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $158,558,457 | 1,377,691 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $116,802,087 | 1,312,383 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $132,500,102 | 1,165,861 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,341,250 | 25,000 | Call | Sole | 2023-05-15 | |
| 2023-03-31 | $38,227,555 | 408,196 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $82,694,570 | 883,489 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $33,847,329 | 354,311 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $27,698,287 | 297,703 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $24,302,731 | 255,120 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $21,043,213 | 224,437 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,562,000 | 50,000 | Call | Sole | 2021-11-15 | |
| 2021-09-30 | $35,195,267 | 494,038 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $10,569,770 | 141,819 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $24,765,509 | 266,726 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $7,598,067 | 100,610 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $4,441,580 | 84,089 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $2,042,210 | 49,944 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $7,113,642 | 277,335 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||