Guru Ownership Trend
Guru Analysis for Dycom Industries, Inc. (DY)
Dycom Industries, Inc. (DY), a key player in the Industrials sector, continues to attract institutional attention.
As of Q4 2025, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $134.89 M.
Top institutional holders include Steven Cohen and First Eagle Investment.
Institutional sentiment is currently Bullish. This is evidenced by a $43.77 M net inflow during the quarter.
Recent activity highlights Steven Cohen who dramatically increased their stake. Conversely, Mario Gabelli reduced exposure by 40.3%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for Dycom Industries, Inc. (DY)
Major holders include Steven Cohen ($87.16 M), First Eagle Investment ($12.77 M), Cliff Asness ($12.35 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 387,456 shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $43.77 M, with 2 managers increasing positions and 6 managers reducing holdings.
During the most recent reporting period, 5 managers trimmed their positions, while 1 fully exited DY. The total reported sell value was $42.27 M.
Yes, 1 managers opened new positions in DY, and 1 increased their existing holdings. The total reported buy value was $86.04 M.
