Position in DY
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$53,723,993
+$18,080,129 QoQ
Shares Held
106,260
+1.0% QoQ
Ownership
0.352%
of shares outstanding
% of Portfolio
6.76%
of 13F equity value
Holder Rank
#41
of 617 holders
Holding Since
Sep 2025
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, 2026Bornite Capital Management LP holds $56,820,165 across 2 Engineering & Construction names. DY ranks #1 (94.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DY |
Dycom Industries Inc
This page
|
106,260 | $53,723,993 | |
| 2 | PWR |
Quanta Services, Inc.
|
4,300 | $3,096,172 |
All Filings in DY
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53,723,993 | 106,260 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $35,643,864 | 105,200 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $43,764,000 | 150,000 | Shares | Sole | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||