Position in DY
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$317,510
+$110,153 QoQ
Shares Held
628
+2.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#440
of 617 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 13%
Shared 0%
None 87%
Common Shares in DY Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026Pallas Capital Advisors LLC holds $47,613,802 across 13 Engineering & Construction names. DY ranks #11 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FIX |
Comfort Systems USA Inc
|
12,126 | $24,033,125 | |
| 2 | PWR |
Quanta Services, Inc.
|
9,499 | $6,839,659 | |
| 3 | J |
Jacobs Solutions Inc.
|
40,896 | $5,152,896 | |
| 4 | EME |
EMCOR Group, Inc.
|
4,567 | $3,790,061 | |
| 5 | MTZ |
Mastec Inc
|
7,511 | $3,125,026 | |
| 6 | AGX |
Argan Inc
|
1,881 | $1,502,072 | |
| 7 | STRL |
Sterling Infrastructure, Inc.
|
1,668 | $1,400,052 | |
| 8 | FLR |
Fluor Corp
|
9,406 | $492,780 |
All Filings in DY
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $317,510 | 628 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $207,357 | 612 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $221,324 | 655 | Shares | Sole | 2026-01-14 | |
| No filing history on record for this holder in this stock. | ||||||