SEC 13F Intelligence

Honeycomb Asset Management LP / DY

Honeycomb Asset Management LP’s Dycom Inds Inc Position

Does Honeycomb Asset Management LP own Dycom Inds Inc (DY)? Not currently — the last reported position was 200.0K shares worth $19M in Q3 2022; the fund’s latest 13F (Q2 2026) no longer reports it.

Position Value
$19M
Q3 2022
Shares
200.0K
% of Portfolio
+2.54%
Quarters Held
3
position exited

Position History DY

Reported value by quarter
Q1 ’22: $5MQ1 ’22Q2 ’22: $21MQ2 ’22Q3 ’22: $19MQ3 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2022200.0K$19M+2.54%
Q2 2022224.8K$21M+5.21%
Q1 202250.0K$5M+0.61%

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