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Which hedge funds own DY? DYCOM INDS INC, Q2 2026 13F holders

IndustrialsEngineering & Construction

71 tracked hedge funds disclosed a position in DY (DYCOM INDS INC) in their Q2 2026 13F filings, worth $4.2bn in total. The largest holder by portfolio weight is Peconic Partners LLC at 29.9% of its book. 25 opened a new position this quarter: Shellback Capital, LP, Tribune Investment Group LP, Shannon River Fund Management LLC, Cartenna Capital, LP. 12 exited: Troluce Capital Advisors LLC, KR Capital LP, Sentinel Dome Partners, LLC.

71
Holders
Tracked managers whose filing for the quarter reports a long equity position in the security.
25
New this quarter
Holders whose previous filing (at most two quarters earlier) did not report the security.
12
Exited this quarter
Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
$184m
Inflow, new holders
Combined value of the positions the new holders reported for the quarter.
$69.7m
Outflow, exits
Combined value the exiting managers reported for the security in their previous filing.
$4.2bn
Combined value
Sum of the holders' reported positions in the security.
5.7%
Share of managers holding
Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.

Holders, Q2 2026

71 rows
Peconic Partners LLC Hedge fund29.9%$2.2bn4.44m+8.0%added
Applied Fundamental Research, LLC Hedge fund22.7%$19.2m37,923+8.4%added
Hill City Capital, LP Hedge fund11.9%$511m1.01m0.0%held
Bornite Capital Management LP Hedge fund6.8%$53.7m106,260+1.0%added
Shellback Capital, LP Hedge fund3.2%$36.7m72,663–new
G2 Investment Partners Management LLC Hedge fund2.3%$12.6m25,000−45%reduced
Tribune Investment Group LP Hedge fund2.0%$2.9m5,830–new
Shannon River Fund Management LLC Hedge fund1.8%$20.0m39,473–new
Cartenna Capital, LP Hedge fund1.5%$40.4m80,000–new
Engle Capital Management, L.P. Hedge fund1.3%$4.6m9,160–new
SIR Capital Management, L.P. Hedge fund0.8%$6.8m13,377−17%reduced
Sandler Capital Management Hedge fund0.7%$1.2m2,466+23%added
Catalyst Funds Management Pty Ltd Hedge fund0.7%$12.8m25,280–new
Hel Ved Capital Management Ltd Hedge fund0.5%$3.4m6,7200.0%held
Jain Global LLC Hedge fund0.4%$34.4m68,129+2251%added
Aventail Capital Group, LP Hedge fund0.4%$6.9m13,704−31%reduced
Alyeska Investment Group, L.P. Hedge fund0.4%$142m280,486−21%reduced
Hillsdale Investment Management Inc. Hedge fund0.3%$14.3m28,275+8.9%added
Numerai GP LLC Hedge fund0.3%$4.0m7,828−16%reduced
Fox Run Management, L.L.C. Hedge fund0.3%$1.9m3,780–new
Gladstone Capital Management LLP Hedge fund0.3%$3.1m6,040–new
ExodusPoint Capital Management, LP Hedge fund0.3%$30.8m61,002+181%added
Freestone Grove Partners LP Hedge fund0.2%$32.7m64,662−60%reduced
Millennium Management LLC Hedge fund0.2%$300m593,715−26%reduced
Y-Intercept (Hong Kong) Ltd Hedge fund0.2%$10.0m19,766+79%added
Twin Tree Management, LP Hedge fund0.2%$1.1m2,198+278%added
Campbell & CO Investment Adviser LLC Hedge fund0.2%$3.1m6,175–new
Weiss Asset Management LP Hedge fund0.2%$14.2m28,012–new
Boothbay Fund Management, LLC Hedge fund0.2%$8.1m15,976−18%reduced
Squarepoint Ops LLC Hedge fund0.1%$77.2m152,596+245%added
Point72 Asset Management, L.P. Hedge fund0.1%$90.3m178,570+36%added
Quantbot Technologies LP Hedge fund0.1%$3.4m6,820−5.9%reduced
Graham Capital Management, L.P. Hedge fund0.1%$4.2m8,214–new
Arrowstreet Capital, Limited Partnership Hedge fund0.09%$207m409,139+3.3%added
Aquatic Capital Management LLC Hedge fund0.07%$2.0m3,951–new
Caxton Associates LLP Hedge fund0.06%$3.4m6,811+22%added
Engineers Gate Manager LP Hedge fund0.06%$4.9m9,739−48%reduced
Gsa Capital Partners LLP Hedge fund0.06%$1.0m1,993−52%reduced
111 Capital Hedge fund0.06%$352k697–new
Occudo Quantitative Strategies LP Hedge fund0.06%$1.1m2,109−3.5%reduced
Schonfeld Strategic Advisors LLC Hedge fund0.05%$9.7m19,241+120%added
Citadel Advisors LLC Hedge fund0.04%$77.9m153,980+106%added
Mirabella Financial Services LLP Hedge fund0.04%$451k892+39%added
Bridgewater Associates, LP Hedge fund0.04%$10.6m20,897−22%reduced
Brevan Howard Capital Management LP Hedge fund0.04%$3.0m5,911+650%added
Diametric Capital, LP Hedge fund0.04%$390k772–new
CastleKnight Management LP Hedge fund0.04%$1.1m2,200−42%reduced
Laurion Capital Management LP Hedge fund0.04%$532k1,052–new
WCM Investment Management Long-only investor0.04%$20.4m40,321−3.0%reduced
Qsemble Capital Management, LP Hedge fund0.03%$267k529−73%reduced