Position in DY
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$85,175,617
+$12,382,497 QoQ
Shares Held
251,389
+16.7% QoQ
Ownership
0.837%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 65.99572773669492.ToString("F0")%
Shared 0.ToString("F0")%
None 34.004272263305076.ToString("F0")%
Common Shares in DY Over Time
Shares Held
Position Value (USD)
Derivatives in DY
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$135,528
PutShares
400
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Engineering & Construction
Industrials · as of Mar 31, 2026RAYMOND JAMES FINANCIAL INC holds $1,153,894,221 across 28 Engineering & Construction names. DY ranks #3 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PWR |
Quanta Services, Inc.
|
728,738 | $400,091,733 | |
| 2 | FIX |
Comfort Systems USA Inc
|
135,009 | $186,176,059 | |
| 3 | DY |
Dycom Industries Inc
This page
|
251,389 | $85,175,617 | |
| 4 | MTZ |
Mastec Inc
|
231,899 | $74,611,181 | |
| 5 | EME |
EMCOR Group, Inc.
|
91,669 | $67,680,139 | |
| 6 | STRL |
Sterling Infrastructure, Inc.
|
151,050 | $61,518,131 | |
| 7 | PRIM |
Primoris Services Corp
|
346,685 | $49,589,820 | |
| 8 | ROAD |
Construction Partners, Inc.
|
425,569 | $47,289,225 |
All Filings in DY
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $135,528 | 400 | Put | Defined | 2026-05-14 | |
| 2026-03-31 | $85,175,617 | 251,389 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $72,793,120 | 215,428 | Shares | Defined | 2026-02-18 | |
| 2025-12-31 | $168,950 | 500 | Put | Defined | 2026-02-18 | |
| 2025-09-30 | $145,880 | 500 | Put | Defined | 2025-11-14 | |
| 2025-09-30 | $59,881,113 | 205,241 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $45,269,824 | 185,236 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $122,195 | 500 | Put | Defined | 2025-08-14 | |
| 2025-03-31 | $76,170 | 500 | Put | Defined | 2025-05-13 | |
| 2025-03-31 | $30,269,194 | 198,695 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $38,814,507 | 222,995 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $87,030 | 500 | Put | Defined | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||