Position in DY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$36,978,851
+$10,622,384 QoQ
Shares Held
73,140
-6.0% QoQ
Ownership
0.244%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#52
of 616 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in DY Over Time
Shares Held
Position Value (USD)
Derivatives in DY
reported options exposure · as of Jun 30, 2026CallValue
$3,033,540
CallShares
6,000
PutValue
$3,033,540
PutShares
6,000
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, 2026WELLS FARGO & COMPANY/MN holds $1,241,585,733 across 38 Engineering & Construction names. DY ranks #8 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PWR |
Quanta Services, Inc.
|
470,007 | $338,423,838 | |
| 2 | FIX |
Comfort Systems USA Inc
|
103,077 | $204,293,458 | |
| 3 | EME |
EMCOR Group, Inc.
|
205,034 | $170,153,613 | |
| 4 | AGX |
Argan Inc
|
95,901 | $76,581,743 | |
| 5 | GVA |
Granite Construction Inc
|
349,068 | $55,180,667 | |
| 6 | MTZ |
Mastec Inc
|
119,416 | $49,684,218 | |
| 7 | J |
Jacobs Solutions Inc.
|
309,040 | $38,939,040 | |
| 8 | DY |
Dycom Industries Inc
This page
|
73,140 | $36,978,851 |
All Filings in DY
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,033,540 | 6,000 | Call | Defined | 2026-08-14 | |
| 2026-06-30 | $3,033,540 | 6,000 | Put | Defined | 2026-08-14 | |
| 2026-06-30 | $36,978,851 | 73,140 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $26,356,467 | 77,789 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $53,701,432 | 158,927 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $42,261,434 | 144,850 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $33,903,489 | 138,727 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $20,532,078 | 134,778 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $24,627,052 | 141,486 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $25,417,423 | 128,957 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $21,804,296 | 129,203 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $19,578,638 | 136,408 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $15,324,807 | 133,155 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $11,612,008 | 130,472 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $6,599,086 | 58,065 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $4,270,907 | 45,605 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $5,614,313 | 59,982 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $5,773,928 | 60,441 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $4,470,198 | 48,046 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $6,688,965 | 70,218 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $8,078,828 | 86,165 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $5,976,535 | 83,893 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $5,701,097 | 76,494 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $7,981,477 | 85,961 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $10,714,701 | 141,879 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $5,661,297 | 107,181 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $3,418,524 | 83,603 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $1,361,347 | 53,074 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||