Position in DY
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$267,457
-$404,423 QoQ
Shares Held
529
-73.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#461
of 617 holders
Holding Since
Sep 2025
4 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, 2026Qsemble Capital Management, LP holds $6,571,566 across 8 Engineering & Construction names. DY ranks #6 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ACM |
Aecom
|
36,232 | $2,528,993 | |
| 2 | BLD |
QXO Insulation, LLC
|
3,993 | $1,415,638 | |
| 3 | APG |
APi Group Corp
|
20,518 | $868,937 | |
| 4 | PWR |
Quanta Services, Inc.
|
873 | $628,594 | |
| 5 | FLR |
Fluor Corp
|
7,947 | $416,343 | |
| 6 | DY |
Dycom Industries Inc
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|
529 | $267,457 | |
| 7 | ECG |
Everus Construction Group, Inc.
|
1,360 | $225,692 | |
| 8 | STRL |
Sterling Infrastructure, Inc.
|
262 | $219,912 |
All Filings in DY
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $267,457 | 529 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $671,880 | 1,983 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $491,306 | 1,454 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $431,221 | 1,478 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||