Dycom Industries, Inc.
US ˙ NYSE ˙ US2674751019

SecurityDY / Dycom Industries, Inc.
InstitutionMacquarie Group Ltd
Latest Disclosed Ownership0 shares
Latest Disclosed Value $ 0
Macquarie Group Ltd closes position in DY / Dycom Industries, Inc.

On February 13, 2026 - Macquarie Group Ltd filed a 13F-HR form disclosing ownership of 0 shares of Dycom Industries, Inc. (US:DY) valued at $0 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 13, 2025 disclosing 14,265 shares of Dycom Industries, Inc.. The current value of the position is $0 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-02-13 2025-12-31 13F DYCOM INDS COM 267475101 0 -100.00 0
2025-11-13 2025-09-30 13F DYCOM INDS COM 267475101 14,265 -441 -3.00 4,162 15.80 0.0049
2025-08-14 2025-06-30 13F DYCOM INDS COM 267475101 14,706 -1,830 -11.07 3,594 42.68 0.0044
2025-08-14 2025-03-31 13F/A-1 DYCOM INDS COM 267475101 16,536 -382 -2.26 2,519 -14.47 0.0031
2025-05-15 2025-03-31 13F DYCOM INDS COM 267475101 16,536 -382 2,519 0.0021
2025-02-14 2024-12-31 13F DYCOM INDS COM 267475101 16,918 -6,571 -27.97 2,945 -36.39 0.0036
2024-11-14 2024-09-30 13F DYCOM INDS COM 267475101 23,489 -2,431 -9.38 4,630 5.85 0.0050
2024-08-09 2024-06-30 13F DYCOM INDS COM 267475101 25,920 -2,913 -10.10 4,374 5.70 0.0050
2024-05-14 2024-03-31 13F DYCOM INDS COM 267475101 28,833 -503 -1.71 4,138 22.57 0.0047
2024-02-14 2023-12-31 13F DYCOM INDS COM 267475101 29,336 4,266 17.02 3,376 51.32 0.0039
2023-11-14 2023-09-30 13F DYCOM INDS COM 267475101 25,070 489 1.99 2,231 -20.15 0.0028
2023-10-27 2023-06-30 13F/A-2 DYCOM INDS COM 267475101 24,581 3,755 18.03 2,794 43.28 0.0032
2023-10-12 2023-06-30 13F/A-1 DYCOM INDS COM 267475101 24,581 3,755 2,794 0.0028
2023-08-14 2023-06-30 13F DYCOM INDS COM 267475101 24,581 3,755 2,794 0.0028
2023-06-01 2023-03-31 13F/A-1 DYCOM INDS COM 267475101 20,826 -607 -2.83 1,950 -2.79 0.0023
2023-05-15 2023-03-31 13F DYCOM INDS COM 267475101 20,826 -607 1,950 0.0018
2023-02-21 2022-12-31 13F DYCOM INDS COM 267475101 21,433 -59,115 -73.39 2,006 -74.10 0.0024
2022-11-14 2022-09-30 13F DYCOM INDS COM 267475101 80,548 20,868 34.97 7,744 39.48 0.0095
2022-08-17 2022-06-30 13F/A-1 DYCOM INDS COM 267475101 59,680 30,670 105.72 5,552 100.94 0.0062
2022-08-15 2022-06-30 13F DYCOM INDS COM 267475101 59,680 30,670 5,552 0.0020
2022-05-16 2022-03-31 13F DYCOM INDS COM 267475101 29,010 4,546 18.58 2,763 20.50 0.0021
2022-02-11 2021-12-31 13F Dycom Industries COM 267475101 24,464 224 0.92 2,293 32.77 0.0019
2021-11-12 2021-09-30 13F DYCOM INDS COM 267475101 24,240 0 0.00 1,727 -4.37 0.0015
2021-08-13 2021-06-30 13F DYCOM INDS COM 267475101 24,240 0 0.00 1,806 -19.73 0.0015
2021-05-14 2021-03-31 13F DYCOM INDS COM 267475101 24,240 4,075 20.21 2,250 47.73 0.0032
2021-02-16 2020-12-31 13F DYCOM INDS COM 267475101 20,165 -3,846 -16.02 1,523 20.11 0.0022
2020-11-13 2020-09-30 13F DYCOM INDS COM 267475101 24,011 -6,280 -20.73 1,268 2.42 0.0021
2020-08-11 2020-06-30 13F DYCOM INDS COM 267475101 30,291 5,756 23.46 1,238 96.82 0.0021
2020-05-15 2020-03-31 13F DYCOM INDS COM 267475101 24,535 810 3.41 629 -43.79 0.0013
2020-03-18 2019-12-31 13F/A-2 DYCOM INDS COM 267475101 23,725 1,042 4.59 1,119 -3.37 0.0016
2020-02-28 2019-12-31 13F/A-1 DYCOM INDS COM 267475101 23,725 0 1,119 0.0016
2020-02-14 2019-12-31 13F DYCOM INDS COM 267475101 23,725 1,042 1,119 1,404.2502
2019-11-14 2019-09-30 13F DYCOM INDS COM 267475101 22,683 1,311 6.13 1,158 -7.95 0.0019
2019-11-06 2019-06-30 13F/A-2 DYCOM INDS COM 267475101 21,372 5,550 35.08 1,258 73.04 0.0021
2019-09-24 2019-06-30 13F/A-1 DYCOM INDS COM 267475101 21,372 0 1,258 0.0021
2019-08-14 2019-06-30 13F DYCOM INDS COM 267475101 21,372 5,550 1,258
2019-05-15 2019-03-31 13F DYCOM INDS COM 267475101 15,822 204 1.31 727 -13.86 0.0012
2019-02-15 2018-12-31 13F DYCOM INDS COM 267475101 15,618 406 2.67 844 -34.42 0.0016
2018-11-15 2018-09-30 13F DYCOM INDS COM 267475101 15,212 -433 -2.77 1,287 -12.98 0.0021
2019-03-21 2018-06-30 13F/A-1 DYCOM INDS COM 267475101 15,645 2,498 19.00 1,479 4.52 0.0026
2018-08-14 2018-06-30 13F DYCOM INDS COM 267475101 15,645 2,498 1,479
2018-05-11 2018-03-31 13F DYCOM INDS COM 267475101 13,147 -119 -0.90 1,415 -4.26 0.0026
2018-02-14 2017-12-31 13F DYCOM INDS COM 267475101 13,266 13,266 1,478 0.0026
2017-11-08 2017-09-30 13F DYCOM INDS COM 267475101 0 -35,765 -100.00 0 -100.00
2017-08-14 2017-06-30 13F DYCOM INDS COM 267475101 35,765 22,100 161.73 3,202 152.13 0.0059
2017-05-15 2017-03-31 13F Dycom Inds COM 267475101 13,665 -7,135 -34.30 1,270 -23.95 0.0023
2017-03-30 2016-12-31 13F/A-1 Dycom Industries COMMON 267475101 20,800 0 0.00 1,670 -1.82 0.0032
2017-02-15 2016-12-31 13F Dycom Industries COMMON 267475101 20,800 1,670
2016-11-15 2016-09-30 13F DYCOM INDUSTRIES COMMON 267475101 20,800 -29,600 -58.73 1,701 -62.40 0.0033
2016-09-14 2016-06-30 13F/A-1 DYCOM INDUSTRIES COMMON 267475101 50,400 50,400 4,524 0.0089
2016-08-15 2016-06-30 13F DYCOM INDUSTRIES COMMON 267475101 50,400 4,524 0.0088
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.