Position in DY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$194,508,561
+$109,332,944 QoQ
Shares Held
384,716
+53.0% QoQ
Ownership
1.28%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#15
of 617 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 77%
Shared 0%
None 23%
Common Shares in DY Over Time
Shares Held
Position Value (USD)
Derivatives in DY
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$151,677
PutShares
300
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 Jun 30, 2026RAYMOND JAMES FINANCIAL INC holds $1,370,680,039 across 29 Engineering & Construction names. DY ranks #3 (14.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PWR |
Quanta Services, Inc.
|
579,909 | $417,557,673 | |
| 2 | FIX |
Comfort Systems USA Inc
|
125,815 | $249,359,036 | |
| 3 | DY |
Dycom Industries Inc
This page
|
384,716 | $194,508,561 | |
| 4 | STRL |
Sterling Infrastructure, Inc.
|
106,970 | $89,786,337 | |
| 5 | EME |
EMCOR Group, Inc.
|
100,999 | $83,817,049 | |
| 6 | MTZ |
Mastec Inc
|
165,376 | $68,806,336 | |
| 7 | ROAD |
Construction Partners, Inc.
|
433,804 | $51,522,900 | |
| 8 | AGX |
Argan Inc
|
48,136 | $38,439,001 |
All Filings in DY
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $151,677 | 300 | Put | Defined | 2026-08-14 | |
| 2026-06-30 | $194,508,561 | 384,716 | Shares | Defined | 2026-08-14 | |
| 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. | ||||||