Position in DY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$804,393
-$1,104,592 QoQ
Shares Held
1,591
-75.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#334
of 617 holders
Holding Since
Mar 2025
4 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, 2026SummitTX Capital, L.P. holds $21,113,567 across 10 Engineering & Construction names. DY ranks #7 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLD |
QXO Insulation, LLC
|
21,520 | $7,629,485 | |
| 2 | ACA |
Arcosa, Inc.
|
27,400 | $3,980,946 | |
| 3 | APG |
APi Group Corp
|
68,818 | $2,914,442 | |
| 4 | PRIM |
Primoris Services Corp
|
21,952 | $2,175,882 | |
| 5 | ACM |
Aecom
|
23,034 | $1,607,773 | |
| 6 | GVA |
Granite Construction Inc
|
6,681 | $1,056,132 | |
| 7 | DY |
Dycom Industries Inc
This page
|
1,591 | $804,393 | |
| 8 | FLR |
Fluor Corp
|
7,659 | $401,255 |
All Filings in DY
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $804,393 | 1,591 | Shares | Sole | 2026-08-14 | |
| 2025-09-30 | $1,908,985 | 6,543 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $463,119 | 1,895 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $900,786 | 5,913 | Shares | Defined | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||