Position in DY
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$680,689
+$19,757 QoQ
Shares Held
2,009
+2.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in DY Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Mar 31, 2026CWM, LLC holds $133,728,374 across 37 Engineering & Construction names. DY ranks #17 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FIX |
Comfort Systems USA Inc
|
35,299 | $48,676,968 | |
| 2 | J |
Jacobs Solutions Inc.
|
174,315 | $22,186,813 | |
| 3 | EME |
EMCOR Group, Inc.
|
24,625 | $18,180,883 | |
| 4 | MTZ |
Mastec Inc
|
38,107 | $12,260,546 | |
| 5 | PWR |
Quanta Services, Inc.
|
16,221 | $8,905,653 | |
| 6 | FLR |
Fluor Corp
|
104,357 | $4,868,254 | |
| 7 | AGX |
Argan Inc
|
7,319 | $3,986,293 | |
| 8 | STRL |
Sterling Infrastructure, Inc.
|
5,080 | $2,068,931 |
All Filings in DY
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $680,689 | 2,009 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $660,932 | 1,956 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $560,179 | 1,920 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $381,737 | 1,562 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $119,586 | 785 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $97,125 | 558 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $104,660 | 531 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $59,066 | 350 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $46,216 | 322 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $33,376 | 290 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $41,474 | 466 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $49,210 | 433 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $40,269 | 430 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $29,764 | 318 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $23,978 | 251 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $23,353 | 251 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $23,529 | 247 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $21,377 | 228 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $16,992 | 228 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $21,169 | 228 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $17,218 | 228 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $12,042 | 228 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $9,322 | 228 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $5,848 | 228 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||