Dycom Industries, Inc.
DE ˙ DB ˙ US2674751019
410,20 € ↓ -13,00 (-3,07%)
2026-06-04
DEL PRIS
SecurityDE:DYI / Dycom Industries, Inc.
InstitutionReaves W H & Co Inc
Latest Disclosed Ownership248,140 shares
Latest Disclosed Value $ 84,074,795
Reaves W H & Co Inc reports 73.27% increase in ownership of DYI / Dycom Industries, Inc.

On May 7, 2026 - Reaves W H & Co Inc filed a 13F-HR form disclosing ownership of 248,140 shares of Dycom Industries, Inc. (DE:DYI) valued at $69,975,480 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 143,212 shares of Dycom Industries, Inc.. This represents a change in shares of 73.27% during the quarter. The current value of the position is $101,787,028 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)
2026-05-07 2026-03-31 13F DYCOM INDS INC COM COM 267475101 248,140 104,928 73.27 84,075 73.74 1.3952
2026-02-10 2025-12-31 13F DYCOM INDS INC COM COM 267475101 143,212 -216 -0.15 48,391 15.64 0.8464
2025-11-06 2025-09-30 13F DYCOM INDS INC COM COM 267475101 143,428 21,763 17.89 41,847 40.74 0.7454
2025-08-11 2025-06-30 13F DYCOM INDS INC COM COM 267475101 121,665 -19,443 -13.78 29,734 38.32 0.6592
2025-05-09 2025-03-31 13F DYCOM INDS INC COM COM 267475101 141,108 23,679 20.16 21,496 107,380.00 0.5470
2025-02-06 2024-12-31 13F DYCOM INDS INC COM COM 267475101 117,429 82,071 232.11 20 233.33 0.5388
2024-11-05 2024-09-30 13F DYCOM INDS INC COM COM 267475101 35,358 31,858 910.23 7 0.1907
2024-08-08 2024-06-30 13F DYCOM INDS INC COM COM 267475101 3,500 3,500 1 0.0200
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.