Dycom Industries, Inc.
DE ˙ DB ˙ US2674751019
410,20 € ↓ -13,00 (-3,07%)
2026-06-04
DEL PRIS
SecurityDE:DYI / Dycom Industries, Inc.
InstitutionGeode Capital Management, Llc
Latest Disclosed Ownership830,479 shares
Latest Disclosed Value $ 281,427,710
Geode Capital Management, Llc reports 14.20% increase in ownership of DYI / Dycom Industries, Inc.

On May 15, 2026 - Geode Capital Management, Llc filed a 13F-HR form disclosing ownership of 830,479 shares of Dycom Industries, Inc. (DE:DYI) valued at $234,195,078 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 727,238 shares of Dycom Industries, Inc.. This represents a change in shares of 14.20% during the quarter. The current value of the position is $340,662,486 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F DYCOM INDUSTRIES COM 267475101 830,479 103,241 14.20 281,428 14.51 0.0094
2026-02-09 2025-12-31 13F DYCOM INDUSTRIES COM 267475101 727,238 53,993 8.02 245,771 25.10 0.0152
2025-11-12 2025-09-30 13F DYCOM INDUSTRIES COM 267475101 673,245 1,629 0.24 196,455 19.68 0.0125
2025-08-08 2025-06-30 13F DYCOM INDUSTRIES COM 267475101 671,616 -2,045 -0.30 164,157 59.92 0.0115
2025-05-13 2025-03-31 13F DYCOM INDUSTRIES COM 267475101 673,661 14,471 2.20 102,650 -10.56 0.0081
2025-02-12 2024-12-31 13F DYCOM INDUSTRIES COM 267475101 659,190 8,307 1.28 114,765 -10.56 0.0089
2024-11-12 2024-09-30 13F DYCOM INDUSTRIES COM 267475101 650,883 9,113 1.42 128,315 18.45 0.0104
2024-08-09 2024-06-30 13F DYCOM INDUSTRIES COM 267475101 641,770 15,697 2.51 108,327 20.53 0.0095
2024-05-13 2024-03-31 13F DYCOM INDUSTRIES COM 267475101 626,073 17,769 2.92 89,874 28.36 0.0083
2024-02-13 2023-12-31 13F DYCOM INDUSTRIES COM 267475101 608,304 29,167 5.04 70,018 35.83 0.0073
2023-11-13 2023-09-30 13F DYCOM INDUSTRIES COM 267475101 579,137 21,813 3.91 51,550 -18.61 0.0061
2023-08-11 2023-06-30 13F DYCOM INDUSTRIES COM 267475101 557,324 13,321 2.45 63,340 24.33 0.0074
2023-05-15 2023-03-31 13F DYCOM INDUSTRIES COM 267475101 544,003 20,562 3.93 50,946 106,035.42 0.0066
2023-02-13 2022-12-31 13F DYCOM INDUSTRIES COM 267475101 523,441 19,085 3.78 49 -99.90 0.0069
2022-11-14 2022-09-30 13F DYCOM INDUSTRIES COM 267475101 504,356 7,245 1.46 48,181 4.17 0.0073
2022-08-12 2022-06-30 13F DYCOM INDUSTRIES COM 267475101 497,111 -20,405 -3.94 46,251 -6.18 0.0068
2022-05-13 2022-03-31 13F DYCOM INDUSTRIES COM 267475101 517,516 -4,498 -0.86 49,298 0.72 0.0062
2022-02-11 2021-12-31 13F DYCOM INDUSTRIES COM 267475101 522,014 16,361 3.24 48,944 35.87 0.0059
2021-11-12 2021-09-30 13F DYCOM INDUSTRIES COM 267475101 505,653 1,512 0.30 36,022 -4.13 0.0048
2021-08-13 2021-06-30 13F DYCOM INDUSTRIES COM 267475101 504,141 9,863 2.00 37,573 -18.13 0.0052
2021-05-12 2021-03-31 13F DYCOM INDUSTRIES COM 267475101 494,278 32,607 7.06 45,893 31.63 0.0070
2021-02-12 2020-12-31 13F DYCOM INDUSTRIES COM 267475101 461,671 18,995 4.29 34,865 49.11 0.0059
2020-11-13 2020-09-30 13F DYCOM INDUSTRIES COM 267475101 442,676 -7,178 -1.60 23,382 27.12 0.0046
2020-08-13 2020-06-30 13F DYCOM INDUSTRIES COM 267475101 449,854 12,175 2.78 18,394 63.87 0.0039
2020-05-14 2020-03-31 13F DYCOM INDUSTRIES COM 267475101 437,679 29,204 7.15 11,225 -41.72 0.0029
2020-02-20 2019-12-31 13F/A-1 DYCOM INDUSTRIES COM 267475101 408,475 10,745 2.70 19,259 -5.15 0.0040
2020-02-13 2019-12-31 13F DYCOM INDUSTRIES COM 267475101 408,475 10,745 19,259 2,454.3907
2019-11-12 2019-09-30 13F DYCOM INDUSTRIES COM 267475101 397,730 8,933 2.30 20,304 -11.29 0.0047
2019-08-14 2019-06-30 13F DYCOM INDUSTRIES COM 267475101 388,797 31,746 8.89 22,888 39.54 0.0055
2019-05-14 2019-03-31 13F DYCOM INDUSTRIES COM 267475101 357,051 23,021 6.89 16,402 -9.13 0.0042
2019-03-06 2018-12-31 13F/A-1 DYCOM INDUSTRIES COM 267475101 334,030 32,220 10.68 18,050 -29.31 0.0056
2019-02-13 2018-12-31 13F DYCOM INDUSTRIES COM 267475101 334,030 32,220 18,050
2018-11-13 2018-09-30 13F DYCOM INDUSTRIES COM 267475101 301,810 18,376 6.48 25,533 -4.68 0.0072
2018-08-14 2018-06-30 13F DYCOM INDUSTRIES COM 267475101 283,434 21,773 8.32 26,787 -4.88 0.0082
2018-05-15 2018-03-31 13F DYCOM INDUSTRIES COM 267475101 261,661 8,853 3.50 28,162 -0.03 0.0092
2018-02-13 2017-12-31 13F DYCOM INDUSTRIES COM 267475101 252,808 1,736 0.69 28,170 30.65 0.0096
2017-11-14 2017-09-30 13F DYCOM INDUSTRIES COM 267475101 251,072 6,331 2.59 21,562 -1.58 0.0080
2017-08-14 2017-06-30 13F DYCOM INDUSTRIES COM 267475101 244,741 8,785 3.72 21,909 -0.10 0.0086
2017-06-21 2017-03-31 13F/A-1 DYCOM INDS INC COM COM 267475101 235,956 12,600 5.64 21,932 22.30 0.0090
2017-05-12 2017-03-31 13F DYCOM INDS INC COM COM 267475101 235,956 21,932
2017-02-14 2016-12-31 13F DYCOM INDS INC COM COM 267475101 223,356 14,113 6.74 17,933 4.80 0.0083
2016-11-10 2016-09-30 13F DYCOM INDS INC COM COM 267475101 209,243 1,847 0.89 17,111 -8.08 0.0086
2016-08-12 2016-06-30 13F DYCOM INDS INC COM COM 267475101 207,396 -2,951 -1.40 18,615 36.85 0.0101
2016-05-13 2016-03-31 13F DYCOM INDS INC COM COM 267475101 210,347 8,953 4.45 13,602 -3.46 0.0072
2016-02-12 2015-12-31 13F DYCOM INDS INC COM COM 267475101 201,394 -2,604 -1.28 14,089 -4.55 0.0080
2015-11-13 2015-09-30 13F DYCOM INDS INC COM COM 267475101 203,998 2,873 1.43 14,760 24.70 0.0090
2015-08-14 2015-06-30 13F DYCOM INDS INC COM COM 267475101 201,125 5,528 2.83 11,836 23.91 0.0068
2015-05-14 2015-03-31 13F DYCOM INDS INC COM COM 267475101 195,597 7,194 3.82 9,552 44.49 0.0055
2015-02-12 2014-12-31 13F DYCOM INDS INC COM COM 267475101 188,403 6,330 3.48 6,611 18.26 0.0039
2014-11-14 2014-09-30 13F DYCOM INDS INC COM COM 267475101 182,073 4,046 2.27 5,590 0.29 0.0036
2014-08-13 2014-06-30 13F DYCOM INDS INC COM COM 267475101 178,027 -1,847 -1.03 5,574 -1.95 0.0036
2014-05-14 2014-03-31 13F DYCOM INDS INC COM COM 267475101 179,874 18,094 11.18 5,685 26.47 0.0038
2014-02-14 2013-12-31 13F DYCOM INDS INC COM COM 267475101 161,780 13,548 9.14 4,495 8.34 0.0031
2013-11-14 2013-09-30 13F DYCOM INDS INC COM COM 267475101 148,232 -18,578 -11.14 4,149 7.49 0.0033
2013-08-14 2013-06-30 13F DYCOM INDS INC COM COM 267475101 166,810 166,810 3,860 0.0034
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.