§ CONSTRUCTION
USD · ConstructionDY
DYCOM INDUSTRIES INC
USDSector · ConstructionBeta · 1.42
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
OPEN 269.91HIGH 272.99LOW 263.3652W 131.37 — 445.52
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
349 increased/new, 211 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 37.1 | P/B | 6.18 |
| EPS (TTM) | 9.59 |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| PECONIC PARTNERS LLC | 4.1M | 24.1% | +0% |
| BlackRock, Inc. | 3.9M | 0.0% | +4% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1.3M | n/a | n/a |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.3M | n/a | n/a |
| State Street | 1.1M | 0.0% | +5% |
| Hill City Capital, LP | 1.0M | 12.2% | ±0% |
◇ AC INTELLIGENCE
Top institutional owners for DY as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER47.4% · 391 holders
PASSIVE / INDEX31.6% · 12 holders
DEALER / BANK12.0% · 36 holders
QUALITY / COMPOUNDER11.6% · 27 holders
TACTICAL / MACRO3.2% · 6 holders
INCOME / DEFENSIVE2.3% · 26 holders
SYSTEMATIC / QUANT1.9% · 15 holders
ACTIVIST0.2% · 1 holder
DEEP VALUE0.2% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for DY in the last 180 days.