Southernsun Asset Management, LLC / DY
Southernsun Asset Management, LLC’s Dycom Inds Inc Position
Does Southernsun Asset Management, LLC own Dycom Inds Inc (DY)? Not currently — the last reported position was 41.0K shares worth $12M in Q3 2025; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$12M
Q3 2025
Shares
41.0K
% of Portfolio
+1.55%
Quarters Held
28
position exited
Position History DY
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q3 2025 | 41.0K | $12M | +1.55% |
| Q2 2025 | 74.7K | $18M | +2.56% |
| Q1 2025 | 179.7K | $27M | +3.96% |
| Q4 2024 | 223.0K | $39M | +4.84% |
| Q3 2024 | 236.6K | $47M | +5.53% |
| Q2 2024 | 326.0K | $55M | +6.64% |
| Q1 2024 | 456.1K | $65M | +7.29% |
| Q4 2023 | 559.1K | $64M | +7.42% |
| Q3 2023 | 599.8K | $53M | +6.25% |
| Q2 2023 | 613.6K | $70M | +7.36% |
| Q1 2023 | 657.1K | $62M | +7.02% |
| Q4 2022 | 581.3K | $54M | +6.20% |
| Q3 2022 | 587.1K | $56M | +6.92% |
| Q2 2022 | 637.4K | $59M | +7.35% |
| Q1 2022 | 565.0K | $54M | +5.81% |
| Q4 2021 | 581.6K | $55M | +5.45% |
| Q3 2021 | 758.1K | $54M | +5.71% |
| Q2 2021 | 687.0K | $51M | +5.61% |
| Q1 2021 | 679.7K | $63M | +6.55% |
| Q4 2020 | 663.2K | $50M | +5.74% |
| Q3 2020 | 1.00M | $53M | +6.94% |
| Q2 2020 | 1.25M | $51M | +6.91% |
| Q1 2020 | 1.83M | $47M | +6.95% |
| Q4 2019 | 1.53M | $72M | +6.59% |
| Q3 2019 | 1.65M | $84M | +6.99% |
| Q2 2019 | 1.58M | $93M | +7.18% |
| Q1 2019 | 1.73M | $79M | +5.69% |
| Q4 2018 | 1.32M | $72M | +5.25% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Southernsun Asset Management, LLC’s full portfolio or all institutional holders of DY.