Joel Greenblatt's DY Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 15,287 shares of Dycom Industries, Inc. (DY) worth $5.17 M, representing 0.02% of the portfolio. First purchased in 2015-Q2, this long-term strategic position has been held for 23 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in DY, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2016, adding 81,429 shares. Largest reduction occurred in Q4 2016, reducing 81,429 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Dycom Industries (DY) Holding Value Over Time
Track share changes against reported price movement
Quarterly Dycom Industries (DY) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +15,287 | New Buy | 15,287 | $337.90 |
| Q3 2025 | -1,886 | Sold Out | 0 | $0.00 |
| Q2 2025 | -494 | Reduce 20.76% | 1,886 | $244.39 |
| Q1 2025 | +2,380 | New Buy | 2,380 | $152.34 |
| Q3 2024 | -4,613 | Sold Out | 0 | $0.00 |
| Q2 2024 | +4,613 | New Buy | 4,613 | $168.76 |
| Q2 2023 | -2,534 | Sold Out | 0 | $0.00 |
| Q1 2023 | +2,534 | New Buy | 2,534 | $93.65 |
| Q4 2022 | -4,213 | Sold Out | 0 | $0.00 |
| Q3 2022 | -10,483 | Reduce 71.33% | 4,213 | $95.42 |
| Q2 2022 | +5,054 | Add 52.42% | 14,696 | $93.02 |
| Q1 2022 | +9,642 | New Buy | 9,642 | $95.21 |
| Q4 2021 | -5,918 | Sold Out | 0 | $0.00 |
| Q3 2021 | -6,571 | Reduce 52.61% | 5,918 | $71.31 |
| Q2 2021 | -8,590 | Reduce 40.75% | 12,489 | $74.55 |
| Q1 2021 | -16,132 | Reduce 43.35% | 21,079 | $92.84 |
| Q4 2020 | +1,649 | Add 4.64% | 37,211 | $75.52 |
| Q3 2020 | +9,625 | Add 37.11% | 35,562 | $52.81 |
| Q2 2020 | +25,937 | New Buy | 25,937 | $40.91 |
| Q4 2016 | -81,429 | Sold Out | 0 | $0.00 |
| Q3 2016 | +81,429 | New Buy | 81,429 | $81.78 |
| Q3 2015 | -16,691 | Sold Out | 0 | $0.00 |
| Q2 2015 | +16,691 | New Buy | 16,691 | $58.83 |
Joel Greenblatt's Dycom Industries Investment FAQs
Joel Greenblatt first purchased Dycom Industries, Inc. (DY) in Q2 2015, acquiring 16,691 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Dycom Industries, Inc. (DY) for 23 quarters since Q2 2015.
Joel Greenblatt's largest addition to Dycom Industries, Inc. (DY) was in Q3 2016, adding 81,429 shares worth $6.66 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 15,287 shares of Dycom Industries, Inc. (DY), valued at approximately $5.17 M.
As of the Q4 2025 filing, Dycom Industries, Inc. (DY) represents approximately 0.02% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Dycom Industries, Inc. (DY) was 81,429 shares, as reported at the end of Q3 2016.