Dycom Industries, Inc.
US ˙ NYSE ˙ US2674751019

SecurityDY / Dycom Industries, Inc.
InstitutionTocqueville Asset Management L.p.
Latest Disclosed Ownership14,986 shares
Latest Disclosed Value $ 5,077,557
Tocqueville Asset Management L.p. reports 3.21% increase in ownership of DY / Dycom Industries, Inc.

On May 12, 2026 - Tocqueville Asset Management L.p. filed a 13F-HR form disclosing ownership of 14,986 shares of Dycom Industries, Inc. (US:DY) valued at $5,077,557 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 14,520 shares of Dycom Industries, Inc.. This represents a change in shares of 3.21% during the quarter. The current value of the position is $7,254,872 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.

Upgrade to unlock premium data and export to Excel .

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 14,986 466 3.21 5,078 3.49 0.0753
2026-02-12 2025-12-31 13F DYCOM INDS COM 267475101 14,520 0 0.00 4,906 15.82 0.0716
2025-11-13 2025-09-30 13F DYCOM INDS COM 267475101 14,520 0 0.00 4,236 19.39 0.0616
2025-08-12 2025-06-30 13F DYCOM INDS COM 267475101 14,520 0 0.00 3,549 60.47 0.0540
2025-05-13 2025-03-31 13F DYCOM INDS COM 267475101 14,520 -300 -2.02 2,212 -14.27 0.0361
2025-02-10 2024-12-31 13F DYCOM INDS COM 267475101 14,820 0 0.00 2,580 -11.71 0.0405
2024-11-08 2024-09-30 13F DYCOM INDS COM 267475101 14,820 0 0.00 2,921 16.79 0.0459
2024-08-12 2024-06-30 13F DYCOM INDS COM 267475101 14,820 0 0.00 2,501 17.58 0.0413
2024-05-09 2024-03-31 13F DYCOM INDS COM 267475101 14,820 0 0.00 2,127 24.75 0.0347
2024-02-12 2023-12-31 13F DYCOM INDS COM 267475101 14,820 0 0.00 1,706 29.36 0.0309
2023-11-09 2023-09-30 13F DYCOM INDS COM 267475101 14,820 -200 -1.33 1,319 -22.79 0.0251
2023-08-11 2023-06-30 13F DYCOM INDS COM 267475101 15,020 0 0.00 1,707 21.41 0.0306
2023-05-10 2023-03-31 13F DYCOM INDS COM 267475101 15,020 0 0.00 1,407 0.07 0.0266
2023-02-09 2022-12-31 13F DYCOM INDS COM 267475101 15,020 -350 -2.28 1,406 -4.29 0.0267
2022-11-10 2022-09-30 13F DYCOM INDS COM 267475101 15,370 0 0.00 1,468 2.66 0.0299
2022-08-12 2022-06-30 13F DYCOM INDS COM 267475101 15,370 0 0.00 1,430 -2.32 0.0262
2022-05-16 2022-03-31 13F Dycom Industries COM 267475101 15,370 0 0.00 1,464 1.60 0.0221
2022-02-14 2021-12-31 13F DYCOM INDS COM 267475101 15,370 -100 -0.65 1,441 30.76 0.0198
2021-11-15 2021-09-30 13F DYCOM INDS COM 267475101 15,470 0 0.00 1,102 -4.42 0.0163
2021-08-16 2021-06-30 13F DYCOM INDS COM 267475101 15,470 0 0.00 1,153 -19.71 0.0167
2021-05-17 2021-03-31 13F DYCOM INDS COM 267475101 15,470 -1,000 -6.07 1,436 15.43 0.0221
2021-02-16 2020-12-31 13F DYCOM INDS COM 267475101 16,470 -450 -2.66 1,244 39.15 0.0208
2020-11-16 2020-09-30 13F DYCOM INDUSTRIES COM 267475101 16,920 -1,350 -7.39 894 19.68 0.0171
2020-08-12 2020-06-30 13F DYCOM INDS COM 267475101 18,270 -4,350 -19.23 747 28.79 0.0156
2020-05-15 2020-03-31 13F DYCOM INDS COM 267475101 22,620 -14,050 -38.31 580 -66.45 0.0144
2020-01-14 2019-12-31 13F Dycom Industries COM 267475101 36,670 -14,450 -28.27 1,729 -33.75 0.0254
2019-10-31 2019-09-30 13F Dycom Industries COM 267475101 51,120 -7,400 -12.65 2,610 -24.24 0.0354
2019-07-31 2019-06-30 13F Dycom Industries COM 267475101 58,520 -3,105 -5.04 3,445 21.69 0.0446
2019-04-30 2019-03-31 13F Dycom Industries COM 267475101 61,625 -2,575 -4.01 2,831 -18.39 0.0378
2019-02-08 2018-12-31 13F Dycom Industries COM 267475101 64,200 -1,955 -2.96 3,469 -38.02 0.0520
2018-11-13 2018-09-30 13F Dycom Industries COM 267475101 66,155 -825 -1.23 5,597 -11.58 0.0705
2018-08-13 2018-06-30 13F Dycom Industries COM 267475101 66,980 -435 -0.65 6,330 -12.76 0.0803
2018-05-14 2018-03-31 13F Dycom Industries COM 267475101 67,415 0 0.00 7,256 -3.41 0.0924
2018-02-13 2017-12-31 13F Dycom Industries COM 267475101 67,415 -1,450 -2.11 7,512 27.02 0.0853
2017-10-30 2017-09-30 13F Dycom Inds COM 267475101 68,865 -4,785 -6.50 5,914 -10.30 0.0680
2017-08-04 2017-06-30 13F Dycom Industries COM 267475101 73,650 -35 -0.05 6,593 -3.74 0.0791
2017-04-28 2017-03-31 13F Dycom Industries COM 267475101 73,685 -51,840 -41.30 6,849 -32.04 0.0836
2017-01-30 2016-12-31 13F Dycom Industries COM 267475101 125,525 -5,350 -4.09 10,078 -5.84 0.1289
2016-10-31 2016-09-30 13F Dycom Industries COM 267475101 130,875 -5,375 -3.94 10,703 -12.49 0.1285
2016-08-15 2016-06-30 13F/A-1 Dycom Industries COM 267475101 136,250 -5,087 -3.60 12,230 33.81 0.1457
2016-07-29 2016-06-30 13F Dycom Industries COM 267475101 136,250 12,230
2016-04-29 2016-03-31 13F Dycom Industries COM 267475101 141,337 2,017 1.45 9,140 -6.23 0.1211
2016-01-29 2015-12-31 13F Dycom Industries COM 267475101 139,320 13,670 10.88 9,747 7.20 0.1321
2015-10-30 2015-09-30 13F Dycom Industries COM 267475101 125,650 0 0.00 9,092 22.95 0.1216
2015-07-31 2015-06-30 13F Dycom Industries COM 267475101 125,650 -550 -0.44 7,395 19.97 0.0871
2015-04-30 2015-03-31 13F Dycom Industries COM 267475101 126,200 126,200 0.00 6,164 0.0725
2015-01-30 2014-12-31 13F Dycom Industries COM 267475101 0 -115,850 -100.00 0 -100.00
2014-10-30 2014-09-30 13F Dycom Industries COM 267475101 115,850 3,300 2.93 3,558 0.96 0.0395
2014-09-18 2014-06-30 13F/A-1 Dycom Industries COM 267475101 112,550 -3,350 -2.89 3,524 -3.82 0.0343
2014-07-30 2014-06-30 13F Dycom Industries COM 267475101 112,550 3,524
2014-04-30 2014-03-31 13F Dycom Industries COM 267475101 115,900 1,900 1.67 3,664 15.66 0.0482
2014-01-30 2013-12-31 13F Dycom Industries COM 267475101 114,000 6,250 5.80 3,168 5.04 0.0426
2013-10-30 2013-09-30 13F Dycom Industries COM 267475101 107,750 107,750 3,016 0.0376
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.