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Hill City Capital, LP

Position in DY — Dycom Industries Inc

CIK 1837343 BOSTON, MA

Position in DY

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$342,135,014
+$929,001 QoQ
Shares Held
1,009,784
0.0% QoQ
Ownership
3.36%
of shares outstanding
% of Portfolio
12.22%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2020
22 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, 2026

Hill City Capital, LP holds $1,168,557,268 across 3 Engineering & Construction names. DY ranks #2 (29.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 DY
Dycom Industries Inc
This page
1,009,784 $342,135,014

All Filings in DY

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22 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $342,135,014 1,009,784
2025-12-31 $341,206,013 1,009,784
2025-09-30 $294,614,579 1,009,784
2025-06-30 $246,781,111 1,009,784
2025-03-31 $147,736,894 969,784
2024-12-31 $147,913,403 849,784
2024-09-30 $133,985,426 679,784
2024-06-30 $112,188,947 664,784
2024-03-31 $92,545,847 644,784
2023-12-31 $69,316,865 602,284
2023-09-30 $53,603,276 602,284
2023-06-30 $68,449,576 602,284
2023-03-31 $56,087,359 598,904
2022-12-31 $56,057,414 598,904
2022-09-30 $54,347,399 568,904
2022-06-30 $52,930,828 568,904
2022-03-31 $54,193,795 568,904
2021-12-31 $51,465,239 548,904
2021-09-30 $41,532,920 583,000
2021-06-30 $43,450,990 583,000
2021-03-31 $51,438,900 554,000
2020-12-31 $41,082,880 544,000