Semanteon Capital Management, LP / DY
Semanteon Capital Management, LP’s Dycom Inds Inc Position
Does Semanteon Capital Management, LP own Dycom Inds Inc (DY)? Not currently — the last reported position was 6.3K shares worth $2M in Q2 2025; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$2M
Q2 2025
Shares
6.3K
% of Portfolio
+2.31%
Quarters Held
2
position exited
Position History DY
Reported value by quarter
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Semanteon Capital Management, LP’s full portfolio or all institutional holders of DY.