Position in DY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,763,277
+$1,282,186 QoQ
Shares Held
13,377
-17.3% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
#153
of 617 holders
Holding Since
Dec 2024
7 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, 2026SIR Capital Management, L.P. holds $53,440,141 across 6 Engineering & Construction names. DY ranks #5 (12.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTZ |
Mastec Inc
|
50,469 | $20,998,132 | |
| 2 | PRIM |
Primoris Services Corp
|
93,640 | $9,281,596 | |
| 3 | FIX |
Comfort Systems USA Inc
|
4,394 | $8,708,688 | |
| 4 | FLR |
Fluor Corp
|
132,415 | $6,937,221 | |
| 5 | DY |
Dycom Industries Inc
This page
|
13,377 | $6,763,277 | |
| 6 | STRL |
Sterling Infrastructure, Inc.
|
895 | $751,227 |
All Filings in DY
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,763,277 | 13,377 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,481,091 | 16,177 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,236,068 | 9,577 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $7,724,929 | 26,477 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $9,232,321 | 37,777 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $8,679,876 | 56,977 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,616,444 | 20,777 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||