Steven Cohen's DY Position Overview
Steven Cohen (via Point72 Asset Management, L.P.) currently holds 257,936 shares of Dycom Industries, Inc. (DY) worth $87.16 M, representing 0.10% of the portfolio. First purchased in 2014-Q2, this long-term strategic position has been held for 29 quarters.
Based on 13F filings, Steven Cohen has maintained a strategic position in DY, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2017, adding 484,894 shares. Largest reduction occurred in Q4 2017, reducing 463,516 shares.
Analysis based on 13F filings available since 2013 Q2
Steven Cohen's Dycom Industries (DY) Holding Value Over Time
Track share changes against reported price movement
Quarterly Dycom Industries (DY) Trades by Steven Cohen
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +239,336 | Add 1286.75% | 257,936 | $337.90 |
| Q3 2025 | -25,606 | Reduce 57.92% | 18,600 | $291.76 |
| Q2 2025 | -410,231 | Reduce 90.27% | 44,206 | $244.39 |
| Q1 2025 | +230,160 | Add 102.62% | 454,437 | $152.34 |
| Q4 2024 | +162,262 | Add 261.65% | 224,277 | $174.06 |
| Q3 2024 | +62,015 | New Buy | 62,015 | $197.10 |
| Q2 2024 | -33,200 | Sold Out | 0 | $0.00 |
| Q1 2024 | +33,200 | New Buy | 33,200 | $143.53 |
| Q4 2022 | -320,700 | Sold Out | 0 | $0.00 |
| Q3 2022 | +320,700 | New Buy | 320,700 | $95.53 |
| Q4 2021 | -357,100 | Sold Out | 0 | $0.00 |
| Q3 2021 | +357,100 | New Buy | 357,100 | $71.24 |
| Q4 2018 | -95,098 | Sold Out | 0 | $0.00 |
| Q3 2018 | +56,298 | Add 145.10% | 95,098 | $84.60 |
| Q2 2018 | -12,600 | Reduce 24.51% | 38,800 | $94.51 |
| Q1 2018 | +26,400 | Add 105.60% | 51,400 | $107.63 |
| Q4 2017 | -463,516 | Reduce 94.88% | 25,000 | $111.44 |
| Q3 2017 | -26,378 | Reduce 5.12% | 488,516 | $85.88 |
| Q2 2017 | +484,894 | Add 1616.31% | 514,894 | $89.52 |
| Q1 2017 | -327,200 | Reduce 91.60% | 30,000 | $92.97 |
| Q4 2016 | +357,200 | New Buy | 357,200 | $80.29 |
| Q3 2016 | -44,800 | Sold Out | 0 | $0.00 |
| Q2 2016 | -500 | Reduce 1.10% | 44,800 | $89.75 |
| Q1 2016 | +45,300 | New Buy | 45,300 | $64.68 |
| Q2 2015 | -5,800 | Sold Out | 0 | $0.00 |
| Q1 2015 | +5,800 | New Buy | 5,800 | $48.79 |
| Q4 2014 | -52,700 | Sold Out | 0 | $0.00 |
| Q3 2014 | -46,800 | Reduce 47.04% | 52,700 | $30.70 |
| Q2 2014 | +99,500 | Add 0.00% | 99,500 | $31.31 |
Steven Cohen's Dycom Industries Investment FAQs
Steven Cohen first purchased Dycom Industries, Inc. (DY) in Q2 2014, acquiring 99,500 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Steven Cohen has held Dycom Industries, Inc. (DY) for 29 quarters since Q2 2014.
Steven Cohen's largest addition to Dycom Industries, Inc. (DY) was in Q2 2017, adding 514,894 shares worth $46.09 M.
According to the latest 13F filing for Q4 2025, Steven Cohen's firm, Point72 Asset Management, L.P., owns 257,936 shares of Dycom Industries, Inc. (DY), valued at approximately $87.16 M.
As of the Q4 2025 filing, Dycom Industries, Inc. (DY) represents approximately 0.10% of Steven Cohen's publicly disclosed stock portfolio, making it one of their key holdings.
Steven Cohen's peak holding in Dycom Industries, Inc. (DY) was 514,894 shares, as reported at the end of Q2 2017.