Position in DY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,397,564
+$1,120,694 QoQ
Shares Held
6,720
0.0% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#216
of 617 holders
Holding Since
Mar 2026
2 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, 2026Hel Ved Capital Management Ltd holds $81,357,000 across 9 Engineering & Construction names. DY ranks #5 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FIX |
Comfort Systems USA Inc
|
13,990 | $27,727,480 | |
| 2 | STRL |
Sterling Infrastructure, Inc.
|
30,730 | $25,793,532 | |
| 3 | MTZ |
Mastec Inc
|
21,260 | $8,845,435 | |
| 4 | PRIM |
Primoris Services Corp
|
53,090 | $5,262,280 | |
| 5 | DY |
Dycom Industries Inc
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|
6,720 | $3,397,564 | |
| 6 | LGN |
Legence Corp.
|
39,165 | $3,338,032 | |
| 7 | ECG |
Everus Construction Group, Inc.
|
18,180 | $3,016,971 | |
| 8 | MYRG |
Myr Group Inc.
|
4,935 | $2,469,474 |
All Filings in DY
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,397,564 | 6,720 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,276,870 | 6,720 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||