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 Q1 2026, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $114.5 M.
Top institutional holders include Steven Cohen and Cliff Asness.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $36.94 M net outflow during the quarter.
Recent activity highlights Renaissance Technologies (RenTech) who opened a new position. Conversely, Joel Greenblatt reduced exposure by 84.8%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Dycom Industries, Inc. (DY)
Major holders include Steven Cohen ($44.47 M), Cliff Asness ($13.18 M), Renaissance Technologies (RenTech) ($12.28 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 278,448 shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $36.94 M, with 4 managers increasing positions and 5 managers reducing holdings.
During the most recent reporting period, 4 managers trimmed their positions, while 1 fully exited DY. The total reported sell value was $56.05 M.
Yes, 2 managers opened new positions in DY, and 2 increased their existing holdings. The total reported buy value was $19.12 M.
