InvestorLens

DY — DYCOM INDS INC

Public company

Sign in to save6 tracked investors reported this
For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying DY?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
95
Institutional Conviction
Strong accumulation · 5 buying vs 0 selling last quarter
79
Macro Tailwind
Macro conditions are mixed for this sector
52
Why? — Evidence & Confidence ▾

Of 5 tracked investors who changed their DY position last quarter, 5 bought and 0 sold (100% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 52/100 in a Overheat regime).

Supporting evidence
  • +5 tracked investors added or increased positions last quarter (Paul Tudor Jones, Izzy Englander, Steve Cohen, …)
  • +6 tracked investors reported holding DY at their latest filing
Contradicting evidence — always shown
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 7/25/2026.

About DYCOM INDS INC (DY)

DYCOM INDS INC (DY) appears in the most recent 13F filings of 6 tracked institutional investors. The largest disclosed position is held by Izzy Englander (Millennium Management), valued at $329M. Across recent filings, tracked investors recorded 8 new positions, 1 increased, 1 reduced, and 0 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in DY

90
/100
Strong Institutional Accumulation
Added / Increased9
Reduced1
Exited0
BearishBullish
Crowded Trade Score™

How many top investors track DY

40
/100
Moderate Interest
6investors

Several tracked investors have exposure.

UndiscoveredCrowded
151015+

DY Ownership Composition

How DYCOM INDS INC is held across tracked investor types, based on reported 13F positions.

Dominant Type
Other
85% of tracked value
Institutions
6
tracked investors
Total Reported
$377.2M
combined 13F value
Sectors2
  • Other85.5%
  • Hedge Funds14.5%
Other(4)
85.5%
Hedge Funds(2)
14.5%

Tracked investors reporting DY

  • Izzy EnglanderMar 31, 2026
    Millennium Management
    Shares
    806.4K
    Value
    $273.2M
    % Portfolio
    0.11%
  • Steve CohenMar 31, 2026
    Point72 Asset Management
    Shares
    153.4K
    Value
    $52M
    % Portfolio
    0.07%
  • Ken GriffinMar 31, 2026
    Citadel Advisors
    Shares
    115.7K
    Value
    $39.2M
    % Portfolio
    0.01%
  • Ray DalioMar 31, 2026
    Bridgewater Associates
    Shares
    26.9K
    Value
    $9.1M
    % Portfolio
    0.04%
  • George SorosMar 31, 2026
    Soros Fund Management
    Shares
    8.2K
    Value
    $2.8M
    % Portfolio
    0.03%
  • Paul Tudor JonesMar 31, 2026
    Tudor Investment Corp
    Shares
    2.6K
    Value
    $880.9K
    % Portfolio
    0.00%

Recent activity

Frequently asked questions

How many institutional investors hold DY?
6 tracked institutional investors disclosed a position in DY (DYCOM INDS INC) in their most recent 13F filing.
Who is the largest institutional holder of DY?
Izzy Englander, Millennium Management, holds the largest disclosed position in DY, valued at $329M.
Did institutional ownership of DY increase or decrease?
Across recent 13F filings, tracked investors recorded 8 new positions, 1 increased, 1 reduced, and 0 fully exited DY.
Where does this DY ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.