Position in DY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$47,322,212
+$45,392,820 QoQ
Shares Held
93,598
+245.6% QoQ
Ownership
0.310%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#44
of 617 holders
Holding Since
Sep 2021
2 quarters on record
Voting authority
Sole 99%
Shared 1%
None 0%
Common Shares in DY Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026LMR Partners LLP holds $86,598,835 across 12 Engineering & Construction names. DY ranks #1 (54.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DY |
Dycom Industries Inc
This page
|
93,598 | $47,322,212 | |
| 2 | MTZ |
Mastec Inc
|
19,503 | $8,114,418 | |
| 3 | FLR |
Fluor Corp
|
150,000 | $7,858,500 | |
| 4 | STRL |
Sterling Infrastructure, Inc.
|
7,792 | $6,540,293 | |
| 5 | 15,527 | $5,504,787 | |||
| 6 | PWR |
Quanta Services, Inc.
|
5,006 | $3,604,520 | |
| 7 | EXPO |
Exponent Inc
|
35,081 | $2,061,359 | |
| 8 | ACA |
Arcosa, Inc.
|
13,963 | $2,028,684 |
All Filings in DY
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $47,322,212 | 93,598 | Shares | Sole | 2026-08-14 | |
| 2021-09-30 | $1,929,392 | 27,083 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||