Dycom Industries Inc

$DY
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Smart money positioned

12 of the Top-200 alpha managers hold $DY as of the latest 13F snapshot.

13F holders
509
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

12 holders · Q1 2026

$DY is held by 12 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 0.36%, with an average of 0.08% of portfolio. Largest holder: Hel Ved Capital Management Ltd at 0.36%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Hel Ved Capital Management Ltd
0.36% NEW
α +36.9pts
02
Sandler Capital Management
0.35% ↓ 0.6pp
α +12.8pts
03
New Age Alpha Advisors, LLC
0.12% held
α +10.8pts
04
Rokos Capital Management LLP
0.12% NEW
α +12.2pts
05
Fulton Bank, N.a.
0.03% held
α +23.8pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 509 · Source: 13F-HR
01
Gries Financial LLC
24.13% of portfolio
8,226,640 sh
02
Bahl & Gaynor Inc.
0.02% of portfolio
2,789,680 sh
03
Evergreen Capital Management LLC
0.11% of portfolio
1,611,540 sh
04
Axa S.a.
0.01% of portfolio
1,076,399 sh
05
State Street
0.01% of portfolio
1,025,603 sh
06
Amiral Gestion
12.22% of portfolio
1,009,784 sh
07
Independent Investors Inc.
0.19% of portfolio
798,699 sh
08
Softbank Group Corp.
0.12% of portfolio
780,708 sh
09
Hall Capital Management Co. Inc.
0.05% of portfolio
552,848 sh
10
Strs Ohio
0.02% of portfolio
419,368 sh
See all 509 13F holders · Pro →

Insider activity · last 90 days

2 transactions · 2 filers
09 Jan 2026
Gertel Eitan —
▼ SOLD
3,645
$345.62
S
10 Jan 2025
Pruitt Peter T Jr —
▼ SOLD
2,900
$175.08
S

Transaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.

Congress trades · last 90 days

2 disclosures · STOCK Act
Julia Letlow
House · Louisiana · Traded Sep 22
BOUGHT
$DYDycom Industries Inc
$1K–$15K
Jan 13STOCK
Sheri Biggs
House · South Carolina · Traded Sep 22
SOLD
$DYDycom Industries, Inc. Common
$1K–$15K
Oct 1STOCK

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 09:15 UTC.