Position in DY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$417,617
-$6,585 QoQ
Shares Held
826
-34.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#404
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, 2026Quantum Portfolio Management LLC holds $7,852,982 across 10 Engineering & Construction names. DY ranks #4 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AGX |
Argan Inc
|
5,756 | $4,596,453 | |
| 2 | MTZ |
Mastec Inc
|
3,231 | $1,344,289 | |
| 3 | PWR |
Quanta Services, Inc.
|
1,278 | $920,211 | |
| 4 | DY |
Dycom Industries Inc
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|
826 | $417,617 | |
| 5 | STRL |
Sterling Infrastructure, Inc.
|
241 | $202,285 | |
| 6 | ECG |
Everus Construction Group, Inc.
|
749 | $124,296 | |
| 7 | FIX |
Comfort Systems USA Inc
|
57 | $112,971 | |
| 8 | GVA |
Granite Construction Inc
|
468 | $73,981 |
All Filings in DY
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $417,617 | 826 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $424,202 | 1,252 | Shares | Sole | 2026-05-01 | |
| No filing history on record for this holder in this stock. | ||||||