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Livermore
Livermore
ZHEN

Peconic Partners LLC

SEC CIK
0001050464
Latest filing
Aug 14, 2026

DY holding history

Dycom Industries Inc in every 13F filed by Peconic Partners LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DY overviewAll 13F holders of DYFull Q2 2026 holdings

Shares (Q2 2026)
4,443,320
Value
$2.25B
% of portfolio
29.9%
Quarters held
22
Since Q1 2021
Holdings of DY by Peconic Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,443,320$2.25B29.9%+330,000+8.0%AddedHolders
Q1 20264,113,320$1.39B24.1%+5,000+0.1%AddedHolders
Q4 20254,108,320$1.39B33.0%−9,000−0.2%ReducedHolders
Q3 20254,117,320$1.20B33.2%+299,495+7.8%AddedHolders
Q2 20253,817,825$933.0M29.9%+105,586+2.8%AddedHolders
Q1 20253,712,239$565.5M28.9%+58,747+1.6%AddedHolders
Q4 20243,653,492$635.9M25.8%+35,000+1.0%AddedHolders
Q3 20243,618,492$713.2M29.8%−9,163−0.3%ReducedHolders
Q2 20243,627,655$612.2M26.2%+31,073+0.9%AddedHolders
Q1 20243,596,582$516.2M22.9%+330,900+10.1%AddedHolders
Q4 20233,265,682$375.8M18.0%+21,635+0.7%AddedHolders
Q3 20233,244,047$288.7M16.8%+91,093+2.9%AddedHolders
Q2 20233,152,954$358.3M17.3%+462,572+17.2%AddedHolders
Q1 20232,690,382$252.0M14.3%+170,490+6.8%AddedHolders
Q4 20222,519,892$235.9M15.2%+37,905+1.5%AddedHolders
Q3 20222,481,987$237.1M16.4%+199,950+8.8%AddedHolders
Q2 20222,282,037$212.3M15.6%+364,050+19.0%AddedHolders
Q1 20221,917,987$182.7M14.0%+449,757+30.6%AddedHolders
Q4 20211,468,230$137.7M11.1%+369,003+33.6%AddedHolders
Q3 20211,099,227$78.3M6.9%+125,843+12.9%AddedHolders
Q2 2021973,384$72.5M7.3%+245,719+33.8%AddedHolders
Q1 2021727,665$67.6M7.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.