Peconic Partners LLC’s Dycom Inds Inc Position
Does Peconic Partners LLC own Dycom Inds Inc (DY)? Yes — 4.11M shares worth $1.4B (+24.11% of its 13F portfolio) as of Q1 2026, up from 4.11M shares the prior filed quarter.
Position Value
$1.4B
Q1 2026
Shares
4.11M
% of Portfolio
+24.11%
Quarters Held
30
currently held
Position History DY
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 4.11M | $1.4B | +24.11% |
| Q4 2025 | 4.11M | $1.4B | +32.99% |
| Q3 2025 | 4.12M | $1.2B | +33.22% |
| Q2 2025 | 3.82M | $933M | +29.91% |
| Q1 2025 | 3.71M | $566M | +28.88% |
| Q4 2024 | 3.65M | $636M | +25.85% |
| Q3 2024 | 3.62M | $713M | +29.84% |
| Q2 2024 | 3.63M | $612M | +26.24% |
| Q1 2024 | 3.60M | $516M | +22.92% |
| Q4 2023 | 3.27M | $376M | +18.04% |
| Q3 2023 | 3.24M | $289M | +16.83% |
| Q2 2023 | 3.15M | $358M | +17.31% |
| Q1 2023 | 2.69M | $252M | +14.30% |
| Q4 2022 | 2.52M | $236M | +15.22% |
| Q3 2022 | 2.48M | $237M | +16.38% |
| Q2 2022 | 2.28M | $212M | +15.57% |
| Q1 2022 | 1.92M | $183M | +14.00% |
| Q4 2021 | 1.47M | $138M | +11.06% |
| Q3 2021 | 1.10M | $78M | +6.95% |
| Q2 2021 | 973.4K | $73M | +7.26% |
| Q1 2021 | 727.7K | $68M | +7.09% |
| Q4 2020 | 507.0K | $38M | +4.59% |
| Q3 2020 | 6.0K | $317,000 | +0.06% |
| Q2 2020 | 106.0K | $4M | +1.21% |
| Q1 2020 | 507.0K | $13M | +5.03% |
| Q4 2019 | 66.0K | $3M | +0.63% |
| Q3 2019 | 6.0K | $306,000 | +0.07% |
| Q2 2019 | 6.0K | $353,000 | +0.07% |
| Q1 2019 | 6.0K | $276,000 | +0.06% |
| Q4 2018 | 56.0K | $3M | +0.74% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Peconic Partners LLC’s full portfolio or all institutional holders of DY.