Linden Thomas Advisory Services, LLC
Position in DY — Dycom Industries Inc
CIK 1965702
Charlotte, NC
Position in DY
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$383,237
+$124,718 QoQ
Shares Held
758
-0.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#415
of 617 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DY Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026Linden Thomas Advisory Services, LLC holds $27,196,811 across 10 Engineering & Construction names. DY ranks #8 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGX |
Argan Inc
|
11,464 | $9,154,577 | |
| 2 | FIX |
Comfort Systems USA Inc
|
4,497 | $8,912,829 | |
| 3 | MYRG |
Myr Group Inc.
|
6,749 | $3,377,199 | |
| 4 | ACM |
Aecom
|
41,890 | $2,923,922 | |
| 5 | MTZ |
Mastec Inc
|
2,132 | $887,039 | |
| 6 | IESC |
IES Holdings, Inc.
|
710 | $521,608 | |
| 7 | EME |
EMCOR Group, Inc.
|
495 | $410,790 | |
| 8 | DY |
Dycom Industries Inc
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|
758 | $383,237 |
All Filings in DY
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $383,237 | 758 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $258,519 | 763 | Shares | Sole | 2026-04-10 | |
| No filing history on record for this holder in this stock. | ||||||