First Eagle Investment Management, LLC
Position in DY — Dycom Industries Inc
CIK 1325447
NEW YORK, NY
Position in DY
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$14,175,225
+$3,538,988 QoQ
Shares Held
28,037
-10.7% QoQ
Ownership
0.093%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#93
of 617 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DY Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026First Eagle Investment Management, LLC holds $77,196,616 across 6 Engineering & Construction names. DY ranks #3 (18.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMRC |
Ameresco, Inc.
|
749,081 | $20,674,635 | |
| 2 | ACA |
Arcosa, Inc.
|
127,840 | $18,573,873 | |
| 3 | DY |
Dycom Industries Inc
This page
|
28,037 | $14,175,225 | |
| 4 | MTRX |
Matrix Service Co
|
990,217 | $13,565,972 | |
| 5 | BBCP |
Concrete Pumping Holdings, Inc.
|
736,501 | $8,874,837 | |
| 6 | PWR |
Quanta Services, Inc.
|
1,850 | $1,332,074 |
All Filings in DY
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,175,225 | 28,037 | Shares | Sole | 2026-08-05 | |
| 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. | ||||||