DYCOM INDUSTRIES INC · CUSIP 267475101 · CIK 1837343
As of 2026-06-30, Hill City Capital, LP reported 1.01M DY (shares), valued at $510.54M, or 11.92% of its reported non-derivative portfolio. Filed 2026-08-17.
Verify history & sources →Shares unchanged; reported value increased 49.22%, and weight changed -0.30 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 11.92% | 1,009,784 | SEC filing ↗Filed Aug 17, 2026Amended |
| Q1 2026 | 12.22% | 1,009,784 | SEC filing ↗Filed May 15, 2026 |
| Q4 2025 | 12.88% | 1,009,784 | SEC filing ↗Filed Feb 13, 2026 |
| Q3 2025 | 12.46% | 1,009,784 | SEC filing ↗Filed Nov 13, 2025 |
| Q2 2025 | 13.28% | 1,009,784 | SEC filing ↗Filed Aug 14, 2025 |
| Q1 2025 | 11.00% | 969,784 | SEC filing ↗Filed May 14, 2025 |
| Q4 2024 | 9.47% | 849,784 | SEC filing ↗Filed Feb 14, 2025 |
| Q3 2024 | 8.85% | 679,784 | SEC filing ↗Filed Nov 14, 2024 |
| Q2 2024 | 8.06% | 664,784 | SEC filing ↗Filed Aug 14, 2024 |
| Q1 2024 | 6.82% | 644,784 | SEC filing ↗Filed May 15, 2024 |
| Q4 2023 | 6.12% | 602,284 | SEC filing ↗Filed Feb 14, 2024 |
| Q3 2023 | 7.19% | 602,284 | SEC filing ↗Filed Nov 14, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 7.19% | 602,284 | $53.60M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 14, 2023 |
| Q4 2023 | 6.12% | 602,284 | $69.32M | Shares unchanged; reported value increased 29.31%, and weight changed -1.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2024 |
| Q1 2024 | 6.82% | 644,784 | $92.55M | Shares increased 7.06%; reported value increased 33.51%, and weight changed +0.70 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2024 |
| Q2 2024 | 8.06% | 664,784 | $112.19M | Shares increased 3.10%; reported value increased 21.23%, and weight changed +1.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2024 |
| Q3 2024 | 8.85% | 679,784 | $133.99M | Shares increased 2.26%; reported value increased 19.43%, and weight changed +0.79 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2024 |
| Q4 2024 | 9.47% | 849,784 | $147.91M | Shares increased 25.01%; reported value increased 10.40%, and weight changed +0.62 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2025 |
| Q1 2025 | 11.00% | 969,784 | $147.74M | Shares increased 14.12%; reported value decreased 0.12%, and weight changed +1.53 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2025 |
| Q2 2025 | 13.28% | 1,009,784 | $246.78M | Shares increased 4.12%; reported value increased 67.04%, and weight changed +2.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2025 |
| Q3 2025 | 12.46% | 1,009,784 | $294.61M | Shares unchanged; reported value increased 19.38%, and weight changed -0.82 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 13, 2025 |
| Q4 2025 | 12.88% | 1,009,784 | $341.21M | Shares unchanged; reported value increased 15.81%, and weight changed +0.42 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2026 |
| Q1 2026 | 12.22% | 1,009,784 | $342.14M | Shares unchanged; reported value increased 0.27%, and weight changed -0.66 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2026 |
| Q2 2026 | 11.92% | 1,009,784 | $510.54M | Shares unchanged; reported value increased 49.22%, and weight changed -0.30 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 17, 2026 |
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This page includes 12 of 12 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.