Informed Momentum Co LLC

Position in DY — Dycom Industries Inc

CIK 1510989 Solana Beach, CA

Position in DY

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$6,575,140

-$656,933 QoQ

Shares Held

19,406

-9.3% QoQ

Ownership

0.065%

of shares outstanding

% of Portfolio

0.77%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

9 quarters on record

Voting authority Sole 21.297536844274966.ToString("F0")% Shared 0.ToString("F0")% None 78.70246315572503.ToString("F0")%

Industrials · as of Mar 31, 2026

Informed Momentum Co LLC holds $37,635,753 across 11 Engineering & Construction names. DY ranks #2 (17.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MYRG	Myr Group Inc.	24,990	$7,055,176
2	DY	Dycom Industries Inc This page	19,406	$6,575,140
3	AGX	Argan Inc	11,269	$6,137,660
4	PRIM	Primoris Services Corp	28,143	$4,025,574
5	ECG	Everus Construction Group, Inc.	28,768	$3,396,350
6	STRL	Sterling Infrastructure, Inc.	7,083	$2,884,693
7	IESC	IES Holdings, Inc.	5,650	$2,692,055
8	TPC	Tutor Perini Corp	27,754	$2,142,331

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$6,575,140	19,406	-9.3%	Shares	Sole	2026-05-13
2025-12-31	$7,232,073	21,403	+95.0%	Shares	Sole	2026-02-12
2025-09-30	$3,202,649	10,977	-57.2%	Shares	Sole	2025-11-14
2025-06-30	$6,272,758	25,667	-7.8%	Shares	Sole	2025-08-12
2024-09-30	$5,484,307	27,825	-20.6%	Shares	Sole	2024-11-13
2024-06-30	$5,910,481	35,023	-0.5%	Shares	Sole	2024-08-12
2024-03-31	$5,054,265	35,214	+132.8%	Shares	Sole	2024-05-13
2022-09-30	$1,445,177	15,128	-35.9%	Shares	Sole	2022-11-14
2020-09-30	$1,247,080	23,610	—	Shares	Sole	2020-11-13
No filing history on record for this holder in this stock.