Dycom Industries, Inc.
DE ˙ DB ˙ US2674751019
410,20 € ↓ -13,00 (-3,07%)
2026-06-04
DEL PRIS
SecurityDE:DYI / Dycom Industries, Inc.
InstitutionPeconic Partners Llc
Latest Disclosed Ownership3,274,182 shares
Ownership 11.16%
Peconic Partners Llc ownership in DYI / Dycom Industries, Inc.

2024-04-18 - Peconic Partners Llc has filed an SC 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 3,274,182 shares of Dycom Industries, Inc. (DE:DYI). This represents 11.16 percent ownership of the company. In their previous filing dated 2024-02-14 , Peconic Partners Llc had reported owning 3,274,182 shares, indicating a decrease of 0.00 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File
Date
Effective
Date
Form Prev
Shares
Latest
Shares
ΔShares
(Percent)
Ownership
(Percent)
ΔOwnership
(Percent)
2024-04-18 2024-04-18 13G/A 3,274,182 3,274,182 0.00 11.16 0.00
2024-02-14 2024-02-14 13G/A 3,102,954 3,274,182 5.52 11.16 5.48
2023-06-09 2023-06-09 13G/A 2,519,892 3,102,954 23.14 10.58 24.18
2023-02-14 2023-02-14 13G/A 1,538,126 2,519,892 63.83 8.52 74.23
2017-02-14 2017-02-14 13G/A 2,060,601 1,538,126 -25.36 4.89 -22.87
2016-02-16 2016-02-16 13G/A 2,060,601 6.34
2015-02-09 2015-02-09 13G/A 2,281,792 6.70
2014-02-14 2014-02-14 13G 2,373,908 7.03

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

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 4,113,320 5,000 0.12 1,393,675 0.39 24.1090
2026-02-17 2025-12-31 13F DYCOM INDS COM 267475101 4,108,320 -9,000 -0.22 1,388,201 15.56 32.9894
2025-11-14 2025-09-30 13F DYCOM INDS COM 267475101 4,117,320 299,495 7.84 1,201,269 28.75 33.2187
2025-08-14 2025-06-30 13F DYCOM INDS COM 267475101 3,817,825 105,586 2.84 933,038 64.99 29.9088
2025-05-15 2025-03-31 13F DYCOM INDS COM 267475101 3,712,239 58,747 1.61 565,522 -11.07 28.8832
2025-02-14 2024-12-31 13F DYCOM INDS COM 267475101 3,653,492 35,000 0.97 635,927 -10.84 25.8487
2024-11-14 2024-09-30 13F DYCOM INDS COM 267475101 3,618,492 -9,163 -0.25 713,205 16.50 29.8381
2024-08-14 2024-06-30 13F DYCOM INDS COM 267475101 3,627,655 31,073 0.86 612,203 18.59 26.2424
2024-05-15 2024-03-31 13F DYCOM INDS COM 267475101 3,596,582 330,900 10.13 516,217 37.35 22.9233
2024-02-14 2023-12-31 13F DYCOM INDS COM 267475101 3,265,682 21,635 0.67 375,847 30.18 18.0425
2023-11-14 2023-09-30 13F DYCOM INDS COM 267475101 3,244,047 91,093 2.89 288,720 -19.43 16.8261
2023-08-14 2023-06-30 13F DYCOM INDS COM 267475101 3,152,954 462,572 17.19 358,333 42.22 17.3086
2023-05-15 2023-03-31 13F DYCOM INDS COM 267475101 2,690,382 170,490 6.77 251,954 6.82 14.2969
2023-02-14 2022-12-31 13F DYCOM INDS COM 267475101 2,519,892 37,905 1.53 235,862 -0.52 15.2185
2022-11-14 2022-09-30 13F DYCOM INDS COM 267475101 2,481,987 199,950 8.76 237,104 11.67 16.3841
2022-08-15 2022-06-30 13F DYCOM INDS COM 267475101 2,282,037 364,050 18.98 212,321 16.21 15.5716
2022-05-16 2022-03-31 13F DYCOM INDS COM 267475101 1,917,987 449,757 30.63 182,707 32.72 13.9971
2022-02-14 2021-12-31 13F DYCOM INDS COM 267475101 1,468,230 369,003 33.57 137,661 75.79 11.0643
2021-11-15 2021-09-30 13F DYCOM INDS COM 267475101 1,099,227 125,843 12.93 78,309 7.94 6.9488
2021-08-16 2021-06-30 13F DYCOM INDS COM 267475101 973,384 245,719 33.77 72,546 7.37 7.2598
2021-05-17 2021-03-31 13F DYCOM INDS COM 267475101 727,665 220,660 43.52 67,564 76.46 7.0879
2021-02-16 2020-12-31 13F DYCOM INDS COM 267475101 507,005 501,005 8,350.08 38,289 11,978.55 4.5900
2020-11-16 2020-09-30 13F DYCOM INDS COM 267475101 6,000 -100,000 -94.34 317 -92.69 0.0565
2020-08-14 2020-06-30 13F DYCOM INDS COM 267475101 106,000 -401,007 -79.09 4,334 -66.67 1.2082
2020-05-15 2020-03-31 13F DYCOM INDS COM 267475101 507,007 441,007 668.19 13,005 317.90 5.0288
2020-02-14 2019-12-31 13F DYCOM INDS COM 267475101 66,000 60,000 1,000.00 3,112 916.99 0.6347
2019-11-14 2019-09-30 13F DYCOM INDS COM 267475101 6,000 0 0.00 306 -13.31 0.0712
2019-08-14 2019-06-30 13F DYCOM INDS COM 267475101 6,000 0 0.00 353 27.90 0.0695
2019-05-15 2019-03-31 13F/A-1 DYCOM INDS COM 267475101 6,000 -50,000 -89.29 276 -90.88 0.0555
2019-05-15 2019-03-31 13F DYCOM INDS COM 267475101 18,000 827
2019-02-14 2018-12-31 13F DYCOM INDS COM 267475101 56,000 50,000 833.33 3,026 495.67 0.7406
2018-11-14 2018-09-30 13F DYCOM INDS COM 267475101 6,000 -122,960 -95.35 508 -95.83 0.1282
2018-08-14 2018-06-30 13F DYCOM INDS COM 267475101 128,960 122,960 2,049.33 12,188 1,786.69 2.2366
2018-05-15 2018-03-31 13F DYCOM INDS COM 267475101 6,000 -13,000 -68.42 646 -69.49 0.1249
2018-02-14 2017-12-31 13F DYCOM INDS COM 267475101 19,000 -12,000 -38.71 2,117 -20.47 0.3042
2017-11-14 2017-09-30 13F DYCOM INDS COM 267475101 31,000 -578,389 -94.91 2,662 -95.12 0.4293
2017-08-14 2017-06-30 13F DYCOM INDS COM 267475101 609,389 -779,237 -56.12 54,553 -57.73 8.7868
2017-05-15 2017-03-31 13F DYCOM INDS COM 267475101 1,388,626 0 0.00 129,073 15.77 14.8216
2017-02-14 2016-12-31 13F DYCOM INDS COM 267475101 1,388,626 -789,486 -36.25 111,493 -37.41 14.7328
2016-11-14 2016-09-30 13F DYCOM INDS COM 267475101 2,178,112 204,845 10.38 178,126 0.57 22.5469
2016-08-15 2016-06-30 13F DYCOM INDS COM 267475101 1,973,267 48,270 2.51 177,120 42.28 21.9886
2016-05-16 2016-03-31 13F DYCOM INDS COM 267475101 1,924,997 20,000 1.05 124,490 246.69 27.0167
2016-02-16 2015-12-31 13F DYCOM INDS COM 267475101 1,904,997 -26,345 -1.36 35,908 -74.31 11.8892
2015-11-16 2015-09-30 13F DYCOM INDS COM 267475101 1,931,342 0 0.00 139,752 22.96 22.8357
2015-08-14 2015-06-30 13F DYCOM INDS COM 267475101 1,931,342 -14,343 -0.74 113,659 19.61 18.3867
2015-05-15 2015-03-31 13F DYCOM INDS COM 267475101 1,945,685 -180,494 -8.49 95,027 27.37 14.7910
2015-02-13 2014-12-31 13F DYCOM INDS COM 267475101 2,126,179 -188,525 -8.14 74,608 4.96 16.2024
2014-11-14 2014-09-30 13F DYCOM INDS COM 267475101 2,314,704 3,000 0.13 71,085 -1.79 9.7745
2014-08-14 2014-06-30 13F DYCOM INDS COM 267475101 2,311,704 62,400 2.77 72,379 1.80 8.2195
2014-05-15 2014-03-31 13F DYCOM INDS COM 267475101 2,249,304 36,000 1.63 71,101 15.60 6.7249
2014-02-12 2013-12-31 13F DYCOM INDS COM 267475101 2,213,304 0 0.00 61,508 -0.71 6.4105
2013-11-14 2013-09-30 13F DYCOM INDS COM 267475101 2,213,304 31,497 1.44 61,950 22.70 7.6678
2013-08-14 2013-06-30 13F DYCOM INDS COM 267475101 2,181,807 2,181,807 50,487 6.6844
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.