Position in DY
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$19,173,489
+$7,324,276 QoQ
Shares Held
37,923
+8.4% QoQ
Ownership
0.126%
of shares outstanding
% of Portfolio
22.79%
of 13F equity value
Holder Rank
#78
of 617 holders
Holding Since
Dec 2020
23 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, 2026Applied Fundamental Research, LLC holds $19,173,489 across 1 Engineering & Construction name. DY ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DY |
Dycom Industries Inc
This page
|
37,923 | $19,173,489 |
All Filings in DY
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,173,489 | 37,923 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $11,849,213 | 34,972 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $11,817,038 | 34,972 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $15,760,291 | 54,018 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $16,556,444 | 67,746 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $11,505,630 | 75,526 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $8,882,455 | 51,031 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $10,116,551 | 51,327 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $9,206,701 | 54,555 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $12,238,085 | 85,265 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $13,665,671 | 118,739 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $11,499,957 | 129,213 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $14,745,860 | 129,748 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $12,009,020 | 128,233 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $11,075,032 | 118,323 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $11,303,396 | 118,323 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $16,766,273 | 180,205 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $20,868,703 | 219,071 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $27,526,435 | 293,584 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $23,589,060 | 331,121 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $18,542,989 | 248,799 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $19,155,604 | 206,307 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $15,248,092 | 201,908 | Shares | Sole | 2021-03-09 | |
| No filing history on record for this holder in this stock. | ||||||