12th Street Asset Management Company, LLC
Position in DY — Dycom Industries Inc
CIK 1633703
Nashville, TN
Position in DY
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$23,201,715
+$476,927 QoQ
Shares Held
68,478
+1.8% QoQ
Ownership
0.228%
of shares outstanding
% of Portfolio
4.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in DY Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Mar 31, 202612th Street Asset Management Company, LLC holds $36,411,058 across 3 Engineering & Construction names. DY ranks #1 (63.7% of the industry book) .
All Filings in DY
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||