Position in DY
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,165,890
+$840,155 QoQ
Shares Held
2,306
+139.2% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#295
of 617 holders
Holding Since
Dec 2023
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, 2026AXQ CAPITAL, LP holds $8,549,052 across 8 Engineering & Construction names. DY ranks #5 (13.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FIX |
Comfort Systems USA Inc
|
1,096 | $2,172,217 | |
| 2 | ACM |
Aecom
|
27,487 | $1,918,592 | |
| 3 | FER |
Ferrovial N.V.
|
21,496 | $1,474,840 | |
| 4 | FLR |
Fluor Corp
|
27,425 | $1,436,795 | |
| 5 | DY |
Dycom Industries Inc
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|
2,306 | $1,165,890 | |
| 6 | ROAD |
Construction Partners, Inc.
|
2,626 | $311,890 | |
| 7 | SHIM |
Shimmick Corp
|
15,061 | $68,828 | |
| 8 | IESC |
IES Holdings, Inc.
|
1,242 | $0 |
All Filings in DY
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,165,890 | 2,306 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $325,735 | 964 | Shares | Sole | 2026-02-10 | |
| 2023-12-31 | $255,845 | 2,223 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||