Dycom Industries, Inc.
DE ˙ DB ˙ US2674751019
410,20 € ↓ -13,00 (-3,07%)
2026-06-04
DEL PRIS
SecurityDE:DYI / Dycom Industries, Inc.
InstitutionRenaissance Technologies Llc
ManagerJames Simons
Latest Disclosed Ownership36,240 shares
Latest Disclosed Value $ 12,278,837
Renaissance Technologies Llc ownership in DYI / Dycom Industries, Inc.

On May 14, 2026 - Renaissance Technologies Llc filed a 13F-HR form disclosing ownership of 36,240 shares of Dycom Industries, Inc. (DE:DYI) valued at $10,219,680 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 0 shares of Dycom Industries, Inc.. The current value of the position is $14,865,648 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)
2026-05-14 2026-03-31 13F DYCOM INDS COM 267475101 36,240 36,240 12,279 0.0192
2026-02-12 2025-12-31 13F DYCOM INDS COM 267475101 0 -128,700 -100.00 0 -100.00
2025-11-13 2025-09-30 13F DYCOM INDS COM 267475101 128,700 84,400 190.52 37,550 246.84 0.0496
2025-08-13 2025-06-30 13F DYCOM INDS COM 267475101 44,300 44,300 10,826 0.0144
2025-02-13 2024-12-31 13F DYCOM INDS COM 267475101 0 -39,500 -100.00 0 -100.00
2024-11-13 2024-09-30 13F DYCOM INDS COM 267475101 39,500 -63,600 -61.69 7,785 -55.26 0.0117
2024-08-09 2024-06-30 13F DYCOM INDS COM 267475101 103,100 99,200 2,543.59 17,399 0.0295
2024-05-13 2024-03-31 13F DYCOM INDS COM 267475101 3,900 -25,400 -86.69 1 -100.00 0.0009
2024-02-13 2023-12-31 13F DYCOM INDS COM 267475101 29,300 -25,600 -46.63 3 -25.00 0.0052
2023-11-14 2023-09-30 13F DYCOM INDS COM 267475101 54,900 54,900 5 0.0083
2023-08-11 2023-06-30 13F DYCOM INDS COM 267475101 0 -12,700 -100.00 0 -100.00
2023-05-12 2023-03-31 13F DYCOM INDS COM 267475101 12,700 12,700 1 0.0016
2023-02-13 2022-12-31 13F DYCOM INDS COM 267475101 0 -44,400 -100.00 0 -100.00
2022-11-14 2022-09-30 13F DYCOM INDS COM 267475101 44,400 23,200 109.43 4,242 115.11 0.0060
2022-08-12 2022-06-30 13F DYCOM INDS COM 267475101 21,200 21,200 1,972 0.0023
2022-05-13 2022-03-31 13F DYCOM INDS COM 267475101 0 -45,000 -100.00 0 -100.00
2022-02-11 2021-12-31 13F DYCOM INDS COM 267475101 45,000 28,100 166.27 4,219 250.42 0.0052
2021-11-12 2021-09-30 13F DYCOM INDS COM 267475101 16,900 10,300 156.06 1,204 144.72 0.0016
2021-08-13 2021-06-30 13F DYCOM INDS COM 267475101 6,600 6,600 492 0.0006
2020-05-14 2020-03-31 13F DYCOM INDS COM 267475101 0 -89,099 -100.00 0 -100.00
2020-02-13 2019-12-31 13F DYCOM INDS COM 267475101 89,099 -206,071 -69.81 4,201 -72.12 0.0032
2019-11-13 2019-09-30 13F DYCOM INDS COM 267475101 295,170 -57,530 -16.31 15,068 -27.43 0.0128
2019-08-12 2019-06-30 13F DYCOM INDS COM 267475101 352,700 201,100 132.65 20,763 198.10 0.0183
2019-05-14 2019-03-31 13F DYCOM INDS COM 267475101 151,600 -109,500 -41.94 6,965 -50.64 0.0063
2019-02-12 2018-12-31 13F DYCOM INDS COM 267475101 261,100 172,284 193.98 14,110 87.78 0.0154
2018-11-13 2018-09-30 13F DYCOM INDS COM 267475101 88,816 88,816 -65.98 7,514 -46.75 0.0077
2018-05-14 2018-03-31 13F DYCOM INDS COM 267475101 0 -113,900 -100.00 0 -100.00
2018-02-13 2017-12-31 13F DYCOM INDS COM 267475101 113,900 -68,800 -37.66 12,692 -19.11 0.0140
2017-11-13 2017-09-30 13F DYCOM INDS COM 267475101 182,700 182,700 60.40 15,690 23.62 0.0185
2017-02-13 2016-12-31 13F DYCOM INDS COM 267475101 0 -359,800 -100.00 0 -100.00
2016-11-14 2016-09-30 13F DYCOM INDS COM 267475101 359,800 359,800 0.00 29,424 0.0520
2016-05-13 2016-03-31 13F DYCOM INDS COM 267475101 0 -228,400 -100.00 0 -100.00
2016-02-11 2015-12-31 13F DYCOM INDS COM 267475101 228,400 -2,500 -1.08 15,979 -4.36 0.0348
2015-11-12 2015-09-30 13F DYCOM INDS COM 267475101 230,900 149,600 184.01 16,708 249.17 0.0399
2015-08-14 2015-06-30 13F DYCOM INDS COM 267475101 81,300 -91,800 -53.03 4,785 -0.52 0.0109
2014-02-14 2013-12-31 13F DYCOM INDS COM 267475101 173,100 59,700 52.65 4,810 51.54 0.0115
2013-11-13 2013-09-30 13F DYCOM INDS COM 267475101 113,400 113,400 3,174 0.0077
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.