Position in DY
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,301,407
+$404,959 QoQ
Shares Held
3,841
+44.8% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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 Mar 31, 2026PICTON MAHONEY ASSET MANAGEMENT holds $43,898,175 across 15 Engineering & Construction names. DY ranks #3 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PWR |
Quanta Services, Inc.
|
52,789 | $28,982,216 | |
| 2 | PRIM |
Primoris Services Corp
|
70,681 | $10,110,210 | |
| 3 | DY |
Dycom Industries Inc
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|
3,841 | $1,301,407 | |
| 4 | STN |
Stantec Inc
|
9,688 | $837,043 | |
| 5 | MTZ |
Mastec Inc
|
2,494 | $802,419 | |
| 6 | ECG |
Everus Construction Group, Inc.
|
4,081 | $481,802 | |
| 7 | ROAD |
Construction Partners, Inc.
|
3,888 | $432,034 | |
| 8 | FIX |
Comfort Systems USA Inc
|
308 | $424,728 |
All Filings in DY
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,301,407 | 3,841 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $896,448 | 2,653 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||