Havemeyer Place LP

Position in DY — Dycom Industries Inc

CIK 2026128 GREENWICH, CT

Position in DY

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$2,339,364

-$1,773,571 QoQ

Shares Held

4,627

-61.9% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#242

of 617 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Havemeyer Place LP holds $7,450,551 across 4 Engineering & Construction names. DY ranks #2 (31.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STRL	Sterling Infrastructure, Inc.	3,268	$2,743,028
2	DY	Dycom Industries Inc This page	4,627	$2,339,364
3	FIX	Comfort Systems USA Inc	1,037	$2,055,282
4	MTZ	Mastec Inc	752	$312,877

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,339,364	4,627	-61.9%	Shares	Sole	2026-08-13
2026-03-31	$4,112,935	12,139	—	Shares	Sole	2026-05-13
No filing history on record for this holder in this stock.