Position in DY
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$7,164,210
+$1,402,576 QoQ
Shares Held
14,170
-16.7% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
1.60%
of 13F equity value
Holder Rank
#145
of 617 holders
Holding Since
Mar 2022
10 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, 2026Lisanti Capital Growth, LLC holds $22,547,361 across 6 Engineering & Construction names. DY ranks #1 (31.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DY |
Dycom Industries Inc
This page
|
14,170 | $7,164,210 | |
| 2 | AGX |
Argan Inc
|
6,005 | $4,795,292 | |
| 3 | ROAD |
Construction Partners, Inc.
|
33,648 | $3,996,372 | |
| 4 | CDNL |
Cardinal Infrastructure Group Inc.
|
33,690 | $3,173,598 | |
| 5 | STRL |
Sterling Infrastructure, Inc.
|
2,490 | $2,090,006 | |
| 6 | LGN |
Legence Corp.
|
15,580 | $1,327,883 |
All Filings in DY
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,164,210 | 14,170 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $5,761,634 | 17,005 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $6,940,466 | 20,540 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $5,547,816 | 19,015 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,795,821 | 11,440 | Shares | Sole | 2025-08-07 | |
| 2024-12-31 | $4,036,451 | 23,190 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $4,444,605 | 22,550 | Shares | Sole | 2024-11-04 | |
| 2022-09-30 | $7,783,402 | 81,476 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $5,902,085 | 63,436 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $4,882,075 | 51,250 | Shares | Sole | 2022-05-12 | |
| No filing history on record for this holder in this stock. | ||||||