Dycom Industries, Inc.
DE ˙ DB ˙ US2674751019
410,20 € ↓ -13,00 (-3,07%)
2026-06-04
DEL PRIS
SecurityDE:DYI / Dycom Industries, Inc.
InstitutionJacobs Levy Equity Management, Inc
Latest Disclosed Ownership16,332 shares
Latest Disclosed Value $ 5,533,608
Jacobs Levy Equity Management, Inc reports 4.87% increase in ownership of DYI / Dycom Industries, Inc.

On May 15, 2026 - Jacobs Levy Equity Management, Inc filed a 13F-HR form disclosing ownership of 16,332 shares of Dycom Industries, Inc. (DE:DYI) valued at $4,605,624 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 15,573 shares of Dycom Industries, Inc.. This represents a change in shares of 4.87% during the quarter. The current value of the position is $6,699,386 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 INDS COM 267475101 16,332 759 4.87 5,534 5.15 0.0233
2026-02-13 2025-12-31 13F DYCOM INDS COM 267475101 15,573 2,368 17.93 5,262 36.60 0.0203
2025-11-17 2025-09-30 13F DYCOM INDS COM 267475101 13,205 11,404 633.20 3,853 775.45 0.0153
2025-08-14 2025-06-30 13F DYCOM INDS COM 267475101 1,801 -55,731 -96.87 440 -94.98 0.0017
2025-05-15 2025-03-31 13F DYCOM INDS COM 267475101 57,532 21,598 60.10 8,764 40.13 0.0348
2025-02-14 2024-12-31 13F DYCOM INDS COM 267475101 35,934 -3,870 -9.72 6,255 -20.28 0.0221
2024-11-14 2024-09-30 13F DYCOM INDS COM 267475101 39,804 -1,145 -2.80 7,845 13.53 0.0303
2024-08-14 2024-06-30 13F DYCOM INDS COM 267475101 40,949 21,460 110.11 6,911 147.05 0.0286
2024-05-15 2024-03-31 13F DYCOM INDS COM 267475101 19,489 -62,899 -76.34 2,797 -70.50 0.0125
2024-02-14 2023-12-31 13F DYCOM INDS COM 267475101 82,388 -153,600 -65.09 9,482 -54.85 0.0478
2023-11-17 2023-09-30 13F DYCOM INDS COM 267475101 235,988 -28,405 -10.74 21,003 -30.11 0.1244
2023-08-14 2023-06-30 13F DYCOM INDS COM 267475101 264,393 147,598 126.37 30,048 174.74 0.1732
2023-05-15 2023-03-31 13F DYCOM INDS COM 267475101 116,795 116,795 10,938 0.0670
2022-08-15 2022-06-30 13F DYCOM INDS COM 267475101 0 -2,112 -100.00 0 -100.00
2022-05-16 2022-03-31 13F DYCOM INDS COM 267475101 2,112 2,112 201 0.0014
2021-02-16 2020-12-31 13F DYCOM INDS COM 267475101 0 -13,109 -100.00 0 -100.00
2020-11-16 2020-09-30 13F DYCOM INDS COM 267475101 13,109 0 0.00 692 29.10 0.0072
2020-08-17 2020-06-30 13F DYCOM INDS COM 267475101 13,109 13,109 536 0.0058
2020-05-15 2020-03-31 13F DYCOM INDS COM 267475101 0 -38,176 -100.00 0 -100.00
2020-02-14 2019-12-31 13F DYCOM INDS COM 267475101 38,176 -11,994 -23.91 1,800 -29.71 0.0177
2019-11-14 2019-09-30 13F DYCOM INDS COM 267475101 50,170 11,490 29.71 2,561 12.47 0.0314
2019-08-13 2019-06-30 13F DYCOM INDS COM 267475101 38,680 12,320 46.74 2,277 88.03 0.0315
2019-05-14 2019-03-31 13F DYCOM INDS COM 267475101 26,360 -18,940 -41.81 1,211 -4.50 0.0175
2013-11-14 2013-09-30 13F DYCOM INDS COM 267475101 45,300 36,600 420.69 1,268 530.85 0.0215
2013-08-14 2013-06-30 13F DYCOM INDS COM 267475101 8,700 8,700 201 0.0036
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.