Position in DY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$665,862
+$361,263 QoQ
Shares Held
1,317
+46.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#355
of 617 holders
Holding Since
Dec 2022
3 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, 2026Truvestments Capital LLC holds $14,719,872 across 15 Engineering & Construction names. DY ranks #6 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STRL |
Sterling Infrastructure, Inc.
|
7,226 | $6,065,215 | |
| 2 | AGX |
Argan Inc
|
4,982 | $3,978,376 | |
| 3 | ROAD |
Construction Partners, Inc.
|
9,485 | $1,126,533 | |
| 4 | PWR |
Quanta Services, Inc.
|
1,169 | $841,726 | |
| 5 | MTZ |
Mastec Inc
|
1,613 | $671,104 | |
| 6 | DY |
Dycom Industries Inc
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|
1,317 | $665,862 | |
| 7 | WLDN |
Willdan Group, Inc.
|
8,112 | $641,659 | |
| 8 | LGN |
Legence Corp.
|
3,890 | $331,544 |
All Filings in DY
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $665,862 | 1,317 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $304,599 | 899 | Shares | Sole | 2026-05-13 | |
| 2022-12-31 | $1,591 | 17 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||