Position in DY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$6,726,369
+$2,468,758 QoQ
Shares Held
13,304
+5.9% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#154
of 616 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in DY Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $405,340,290 across 31 Engineering & Construction names. DY ranks #7 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PWR |
Quanta Services, Inc.
|
355,834 | $256,214,712 | |
| 2 | FIX |
Comfort Systems USA Inc
|
21,919 | $43,442,361 | |
| 3 | EME |
EMCOR Group, Inc.
|
31,986 | $26,544,539 | |
| 4 | MTZ |
Mastec Inc
|
40,605 | $16,894,115 | |
| 5 | STRL |
Sterling Infrastructure, Inc.
|
13,136 | $11,025,832 | |
| 6 | J |
Jacobs Solutions Inc.
|
71,788 | $9,045,288 | |
| 7 | DY |
Dycom Industries Inc
This page
|
13,304 | $6,726,369 | |
| 8 | ECG |
Everus Construction Group, Inc.
|
35,576 | $5,903,836 |
All Filings in DY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,726,369 | 13,304 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $4,257,611 | 12,566 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $5,351,321 | 15,837 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $4,649,194 | 15,935 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $3,111,571 | 12,732 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,647,059 | 17,376 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $3,455,611 | 19,853 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $3,987,725 | 20,232 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,331,249 | 13,814 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,988,033 | 13,851 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,683,996 | 14,632 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $1,678,896 | 18,864 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,763,847 | 15,520 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,672,213 | 17,856 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,778,867 | 19,005 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,869,713 | 19,572 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,298,466 | 13,956 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $1,274,959 | 13,384 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $1,516,286 | 16,172 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,640,300 | 23,025 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,075,138 | 27,843 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $2,053,748 | 22,119 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,120,263 | 14,834 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $724,162 | 13,710 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $1,522,825 | 37,242 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $713,480 | 27,816 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||