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DYCOM INDUSTRIES INC

Water, Sewer, Pipeline, Comm & Power Line Construction · SIC 1623CIK 67215Held by 10 tracked managersEDGAR filings ↗10-K/10-Q ↗

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11 of 11 reported changes in each tracked manager’s latest 13F vs its prior quarter (Q2 2026). Every change is listed — no cap.

ManagerActionShare change% chgEnding % of 13F bookPosition size

Fuller & Thaler Asset Management

Q2 2026Position history →

New+155,711—0.21%$78.7M

Engle Capital Partners

Q2 2026Position history →

New+9,160—1.3%$4.6M

Gladstone Capital Management

Q2 2026Position history →

New+6,040—0.30%$3.1M

Cushing Asset Management

Q2 2026Position history →

Add+16,000+44.4%1.2%$26.3M

Renaissance Technologies

Q2 2026Position history →

Add+4,640+12.8%0.03%$20.7M

Tortoise Capital Advisors

Q2 2026Position history →

Add+15,388+120.6%0.14%$14.2M

WCM Investment Management

Q2 2026Position history →

Trim(1,247)(3.0%)0.04%$20.4M

First Eagle Investment Management

Q2 2026Position history →

Trim(3,355)(10.7%)0.02%$14.2M

Bridgewater Associates

Q2 2026Position history →

Trim(6,035)(22.4%)0.04%$10.6M

Q2 2026Position history →

Trim(104)(2.0%)0.01%$2.6M

Soros Fund Management

Q2 2026Position history →

Exit(8,198)(100.0%)exited$2.8M

Changes compare each manager’s latest 13F with its prior quarter for the same CUSIP. “First observation” rows have no earlier stored filing to compare and are never counted as buys; “Split?” rows moved by a near-whole factor at an unchanged value and are treated as stock splits, not trades. Ending weight is the position after the change, not the size of the change.