Dycom Industries, Inc.
US ˙ NYSE ˙ US2674751019

SecurityDY / Dycom Industries, Inc.
InstitutionStifel Financial Corp
Latest Disclosed Ownership12,566 shares
Latest Disclosed Value $ 4,257,619
Stifel Financial Corp reports 20.65% decrease in ownership of DY / Dycom Industries, Inc.

On May 12, 2026 - Stifel Financial Corp filed a 13F-HR form disclosing ownership of 12,566 shares of Dycom Industries, Inc. (US:DY) valued at $4,257,612 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 15,837 shares of Dycom Industries, Inc.. This represents a change in shares of -20.65% during the quarter. The current value of the position is $6,139,371 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)
2026-05-12 2026-03-31 13F DYCOM INDS COM 267475101 12,566 -3,271 -20.65 4,258 -20.44 0.0009
2026-02-13 2025-12-31 13F DYCOM INDS COM 267475101 15,837 -98 -0.61 5,351 15.10 0.0048
2025-11-12 2025-09-30 13F DYCOM INDS COM 267475101 15,935 3,203 25.16 4,649 49.44 0.0042
2025-08-14 2025-06-30 13F DYCOM INDS COM 267475101 12,732 -4,644 -26.73 3,112 17.53 0.0030
2025-05-14 2025-03-31 13F DYCOM INDS COM 267475101 17,376 -2,477 -12.48 2,647 -23.39 0.0028
2025-02-13 2024-12-31 13F DYCOM INDS COM 267475101 19,853 -379 -1.87 3,456 -13.34 0.0036
2024-11-14 2024-09-30 13F DYCOM INDS COM 267475101 20,232 6,418 46.46 3,988 71.04 0.0042
2024-08-13 2024-06-30 13F DYCOM INDS COM 267475101 13,814 -37 -0.27 2,331 17.25 0.0026
2024-05-14 2024-03-31 13F DYCOM INDS COM 267475101 13,851 -781 -5.34 1,988 18.05 0.0023
2024-02-12 2023-12-31 13F DYCOM INDS COM 267475101 14,632 -4,232 -22.43 1,684 0.36 0.0021
2023-11-13 2023-09-30 13F DYCOM INDS COM 267475101 18,864 3,344 21.55 1,679 -4.82 0.0024
2023-08-14 2023-06-30 13F DYCOM INDS COM 267475101 15,520 -2,336 -13.08 1,764 5.44 0.0024
2023-05-12 2023-03-31 13F DYCOM INDS COM 267475101 17,856 -1,149 -6.05 1,672 -5.96 0.0024
2023-02-13 2022-12-31 13F DYCOM INDS COM 267475101 19,005 -567 -2.90 1,779 -4.92 0.0027
2022-11-14 2022-09-30 13F DYCOM INDS COM 267475101 19,572 5,616 40.24 1,870 44.07 0.0031
2022-08-15 2022-06-30 13F DYCOM INDS COM 267475101 13,956 572 4.27 1,298 1.80 0.0020
2022-05-13 2022-03-31 13F DYCOM INDS COM 267475101 13,384 -2,788 -17.24 1,275 -15.90 0.0017
2022-02-14 2021-12-31 13F DYCOM INDS COM 267475101 16,172 -6,853 -29.76 1,516 -7.62 0.0020
2021-11-15 2021-09-30 13F DYCOM INDS COM 267475101 23,025 -4,818 -17.30 1,641 -20.92 0.0024
2021-08-13 2021-06-30 13F DYCOM INDS COM 267475101 27,843 5,724 25.88 2,075 1.02 0.0031
2021-05-14 2021-03-31 13F DYCOM INDS COM 267475101 22,119 7,285 49.11 2,054 83.23 0.0034
2021-02-12 2020-12-31 13F DYCOM INDS COM 267475101 14,834 1,124 8.20 1,121 54.83 0.0020
2020-11-16 2020-09-30 13F DYCOM INDS COM 267475101 13,710 -23,532 -63.19 724 -52.46 0.0015
2020-08-14 2020-06-30 13F DYCOM INDS COM 267475101 37,242 9,426 33.89 1,523 108.63 0.0035
2020-05-14 2020-03-31 13F DYCOM INDS COM 267475101 27,816 -6,444 -18.81 730 -54.77 0.0020
2020-02-13 2019-12-31 13F DYCOM INDS COM 267475101 34,260 3,776 12.39 1,614 3.53 0.0034
2019-11-19 2019-09-30 13F/A-1 DYCOM INDS COM 267475101 30,484 833 2.81 1,559 -11.02 0.0040
2019-11-13 2019-09-30 13F DYCOM INDS COM 267475101 30,484 833 1,559 873.8976
2019-08-14 2019-06-30 13F DYCOM INDS COM 267475101 29,651 -536 -1.78 1,752 25.23 0.0045
2019-05-14 2019-03-31 13F DYCOM INDS COM 267475101 30,187 4,888 19.32 1,399 2.94 0.0040
2019-02-13 2018-12-31 13F DYCOM INDS COM 267475101 25,299 -11,323 -30.92 1,359 -55.99 0.0044
2018-11-13 2018-09-30 13F DYCOM INDS COM 267475101 36,622 11,439 45.42 3,088 30.02 0.0088
2018-08-14 2018-06-30 13F DYCOM INDS COM 267475101 25,183 -6,637 -20.86 2,375 -30.62 0.0073
2018-05-11 2018-03-31 13F DYCOM INDS COM 267475101 31,820 3,669 13.03 3,423 9.15 0.0108
2018-02-14 2017-12-31 13F DYCOM INDS COM 267475101 28,151 2,049 7.85 3,136 39.32 0.0099
2017-11-13 2017-09-30 13F DYCOM INDS COM 267475101 26,102 -5,017 -16.12 2,251 -19.38 0.0078
2017-08-14 2017-06-30 13F DYCOM INDS COM 267475101 31,119 7,281 30.54 2,792 26.16 0.0104
2017-05-10 2017-03-31 13F DYCOM INDS COM 267475101 23,838 -11,456 -32.46 2,213 -21.86 0.0086
2017-02-16 2016-12-31 13F DYCOM INDS COM 267475101 35,294 24,197 218.05 2,832 215.72 0.0120
2016-11-15 2016-09-30 13F DYCOM INDS COM 267475101 11,097 5,913 114.06 897 92.08 0.0040
2016-08-17 2016-06-30 13F DYCOM INDS COM 267475101 5,184 -3,780 -42.17 467 -19.34 0.0022
2016-05-16 2016-03-31 13F DYCOM INDS COM 267475101 8,964 7,806 674.09 579 -52.46 0.0031
2016-02-16 2015-12-31 13F DYCOM INDS COM 267475101 1,158 1,158 1,218 0.0056
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.