Position in DY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$90,283,206
+$45,814,098 QoQ
Shares Held
178,570
+36.1% QoQ
Ownership
0.592%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#31
of 620 holders
Holding Since
Sep 2021
11 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in DY Over Time
Shares Held
Position Value (USD)
Derivatives in DY
reported options exposure · as of Jun 30, 2026CallValue
$3,084,099
CallShares
6,100
PutValue
$4,145,838
PutShares
8,200
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Engineering & Construction
Industrials · as of Jun 30, 2026Point72 Asset Management, L.P. holds $845,150,245 across 23 Engineering & Construction names. DY ranks #2 (10.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FIX |
Comfort Systems USA Inc
|
179,727 | $356,209,927 | |
| 2 | DY |
Dycom Industries Inc
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|
178,570 | $90,283,206 | |
| 3 | PRIM |
Primoris Services Corp
|
876,484 | $86,877,094 | |
| 4 | MTZ |
Mastec Inc
|
156,309 | $65,033,922 | |
| 5 | STRL |
Sterling Infrastructure, Inc.
|
69,781 | $58,571,380 | |
| 6 | FLR |
Fluor Corp
|
831,678 | $43,571,610 | |
| 7 | TTEK |
Tetra Tech Inc
|
1,011,149 | $29,212,094 | |
| 8 | EXPO |
Exponent Inc
|
394,502 | $23,180,937 |
All Filings in DY
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,084,099 | 6,100 | Call | Defined | 2026-08-14 | |
| 2026-06-30 | $4,145,838 | 8,200 | Put | Defined | 2026-08-14 | |
| 2026-06-30 | $90,283,206 | 178,570 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $4,438,542 | 13,100 | Put | Defined | 2026-05-15 | |
| 2026-03-31 | $3,083,262 | 9,100 | Call | Defined | 2026-05-15 | |
| 2026-03-31 | $44,469,108 | 131,247 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $87,156,574 | 257,936 | Shares | Defined | 2026-02-17 | |
| 2025-12-31 | $1,959,820 | 5,800 | Call | Defined | 2026-02-17 | |
| 2025-12-31 | $3,818,270 | 11,300 | Put | Defined | 2026-02-17 | |
| 2025-09-30 | $5,426,736 | 18,600 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $10,803,504 | 44,206 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $69,228,932 | 454,437 | Shares | Defined | 2025-07-21 | |
| 2024-12-31 | $39,037,654 | 224,277 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $12,223,156 | 62,015 | Shares | Defined | 2024-11-14 | |
| 2024-03-31 | $4,765,196 | 33,200 | Shares | Defined | 2024-05-15 | |
| 2022-09-30 | $30,636,471 | 320,700 | Shares | Defined | 2022-11-14 | |
| 2021-09-30 | $25,439,804 | 357,100 | Shares | Defined | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||