MORGAN STANLEY

Position in DY — Dycom Industries Inc

CIK 895421 NEW YORK, NY

Back to DY Full portfolio

Position in DY

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$117,719,277

+$15,299,765 QoQ

Shares Held

347,439

+14.6% QoQ

Ownership

1.16%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 84.08008312250496.ToString("F0")% Shared 0.ToString("F0")% None 15.91991687749504.ToString("F0")%

Common Shares in DY Over Time

Shares Held

Position Value (USD)

Position in Engineering & Construction

Industrials · as of Mar 31, 2026

MORGAN STANLEY holds $4,785,070,103 across 42 Engineering & Construction names. DY ranks #12 (2.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PWR	Quanta Services, Inc.	2,146,470	$1,178,454,949
2	FIX	Comfort Systems USA Inc	460,135	$634,521,557
3	J	Jacobs Solutions Inc.	3,132,637	$398,722,028
4	EME	EMCOR Group, Inc.	529,288	$390,778,614
5	BLD	QXO Insulation, LLC	568,816	$199,825,054
6	STRL	Sterling Infrastructure, Inc.	467,749	$190,500,131
7	MTZ	Mastec Inc	586,743	$188,778,684
8	ACM	Aecom	1,679,469	$142,452,553

All Filings in DY

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$117,719,277	347,439	+14.6%	Shares	Defined	2026-05-15
2025-12-31	$102,419,512	303,106	-16.6%	Shares	Defined	2026-05-27
2025-09-30	$106,096,186	363,642	-5.6%	Shares	Defined	2026-05-27
2025-06-30	$94,134,136	385,180	-2.0%	Shares	Defined	2025-08-15
2025-03-31	$59,898,865	393,192	+20.2%	Shares	Defined	2025-05-15
2024-12-31	$56,923,184	327,032	-4.4%	Shares	Defined	2025-05-15
2024-09-30	$67,443,279	342,178	-9.2%	Shares	Defined	2025-05-14
2024-06-30	$63,598,722	376,859	+23.2%	Shares	Defined	2025-05-14
2024-03-31	$43,910,128	305,930	+9.4%	Shares	Defined	2024-10-17
2023-12-31	$32,174,672	279,561	+7.4%	Shares	Defined	2024-08-16
2023-09-30	$23,159,491	260,219	-1.8%	Shares	Defined	2023-11-15
2023-06-30	$30,106,108	264,902	-13.8%	Shares	Defined	2023-08-14
2023-03-31	$28,782,011	307,336	+68.4%	Shares	Defined	2023-05-15
2022-12-31	$17,080,968	182,489	+25.5%	Shares	Defined	2023-02-14
2022-09-30	$13,888,815	145,387	-8.3%	Shares	Defined	2022-11-14
2022-06-30	$14,745,625	158,487	+43.4%	Shares	Defined	2022-10-27
2022-03-31	$10,530,894	110,549	-27.6%	Shares	Defined	2022-10-27
2021-12-31	$14,320,430	152,735	+62.2%	Shares	Defined	2022-02-14
2021-09-30	$6,710,235	94,192	-46.1%	Shares	Defined	2021-11-15
2021-06-30	$13,012,637	174,596	+316.4%	Shares	Defined	2021-08-23
2021-03-31	$3,893,012	41,928	-52.2%	Shares	Defined	2021-05-17
2020-12-31	$6,627,936	87,764	+48.0%	Shares	Defined	2021-02-16
2020-09-30	$3,132,964	59,314	+21.7%	Shares	Defined	2020-11-13
2020-06-30	$1,993,509	48,753	+42.6%	Shares	Defined	2020-08-14
2020-03-31	$876,921	34,188	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.