SEC 13F Intelligence

Rithm Capital Corp. / DY

Rithm Capital Corp.’s Dycom Inds Inc Position

Does Rithm Capital Corp. own Dycom Inds Inc (DY)? Yes — 3.8K shares worth $1M (+1.91% of its 13F portfolio) as of Q1 2026, up from 3.7K shares the prior filed quarter.

Position Value
$1M
Q1 2026
Shares
3.8K
% of Portfolio
+1.91%
Quarters Held
5
currently held

Position History DY

Reported value by quarter
Q1 ’25: $715,998Q1 ’25Q2 ’25: $1MQ2 ’25Q3 ’25: $1MQ3 ’25Q4 ’25: $1MQ4 ’25Q1 ’26: $1MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20263.8K$1M+1.91%
Q4 20253.7K$1M+2.91%
Q3 20253.7K$1M+2.18%
Q2 20254.7K$1M+2.30%
Q1 20254.7K$715,998+3.85%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Rithm Capital Corp.’s full portfolio or all institutional holders of DY.