First Eagle Investment Management, LLC
Position in DY — Dycom Industries Inc
CIK 1325447
NEW YORK, NY
Position in DY
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$10,636,237
-$2,133,679 QoQ
Shares Held
31,392
-16.9% QoQ
Ownership
0.105%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in DY Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Mar 31, 2026First Eagle Investment Management, LLC holds $53,705,217 across 6 Engineering & Construction names. DY ranks #3 (19.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMRC |
Ameresco, Inc.
|
555,334 | $14,161,016 | |
| 2 | ACA |
Arcosa, Inc.
|
126,636 | $13,441,144 | |
| 3 | DY |
Dycom Industries Inc
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|
31,392 | $10,636,237 | |
| 4 | MTRX |
Matrix Service Co
|
850,809 | $9,767,286 | |
| 5 | BBCP |
Concrete Pumping Holdings, Inc.
|
656,001 | $4,683,847 | |
| 6 | PWR |
Quanta Services, Inc.
|
1,850 | $1,015,687 |
All Filings in DY
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,636,237 | 31,392 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $12,769,916 | 37,792 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $13,549,917 | 46,442 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $15,263,377 | 62,455 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $9,597,724 | 63,002 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||