12th Street Asset Management Company, LLC
Position in DY — Dycom Industries Inc
CIK 1633703
Nashville, TN
Position in DY
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$27,860,536
+$4,658,821 QoQ
Shares Held
55,105
-19.5% QoQ
Ownership
0.183%
of shares outstanding
% of Portfolio
4.03%
of 13F equity value
Holder Rank
#60
of 617 holders
Holding Since
Mar 2025
6 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 Jun 30, 202612th Street Asset Management Company, LLC holds $46,617,683 across 3 Engineering & Construction names. DY ranks #1 (59.8% of the industry book) .
All Filings in DY
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,860,536 | 55,105 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $23,201,715 | 68,478 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $22,724,788 | 67,253 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $19,617,358 | 67,238 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $11,036,896 | 45,161 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $4,143,495 | 27,199 | Shares | Sole | 2025-05-08 | |
| No filing history on record for this holder in this stock. | ||||||