Dycom Industries, Inc.
US ˙ NYSE ˙ US2674751019

SecurityDY / Dycom Industries, Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership347,439 shares
Latest Disclosed Value $ 117,719,617
Morgan Stanley reports 14.63% increase in ownership of DY / Dycom Industries, Inc.

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 347,439 shares of Dycom Industries, Inc. (US:DY) valued at $117,719,282 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 303,106 shares of Dycom Industries, Inc.. This represents a change in shares of 14.63% during the quarter. The current value of the position is $169,755,221 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)
2026-05-15 2026-03-31 13F DYCOM INDS COM 267475101 347,439 44,333 14.63 117,720 14.94 0.0071
2026-05-27 2025-12-31 13F/A-1 DYCOM INDS COM 267475101 303,106 -60,536 -16.65 102,421 -3.46 0.0061
2026-02-13 2025-12-31 13F DYCOM INDS COM 267475101 303,106 -60,536 102,421 0.0061
2026-05-27 2025-09-30 13F/A-1 DYCOM INDS COM 267475101 363,642 -21,538 -5.59 106,096 12.71 0.0064
2025-11-14 2025-09-30 13F DYCOM INDS COM 267475101 363,642 -21,538 106,096 0.0064
2025-08-15 2025-06-30 13F DYCOM INDS COM 267475101 385,180 -8,012 -2.04 94,134 57.16 0.0061
2025-05-15 2025-03-31 13F DYCOM INDS COM 267475101 393,192 66,160 20.23 59,899 5.23 0.0043
2025-05-15 2024-12-31 13F/A-1 DYCOM INDS COM 267475101 327,032 -15,146 -4.43 56,923 -15.60 0.0040
2025-02-14 2024-12-31 13F DYCOM INDS COM 267475101 327,032 -15,146 56,923 0.0040
2025-05-14 2024-09-30 13F/A-2 DYCOM INDS COM 267475101 342,178 -34,681 -9.20 67,443 6.05 0.0049
2025-02-14 2024-09-30 13F/A-1 DYCOM INDS COM 267475101 342,178 -34,681 67,443 0.0049
2024-11-14 2024-09-30 13F DYCOM INDS COM 267475101 342,178 -34,681 67,443 0.0006
2025-05-14 2024-06-30 13F/A-2 DYCOM INDS COM 267475101 376,859 70,929 23.18 63,599 44.84 0.0049
2024-10-17 2024-06-30 13F/A-1 DYCOM INDS COM 267475101 376,859 70,929 63,599 0.0049
2024-08-14 2024-06-30 13F DYCOM INDS COM 267475101 376,859 70,929 63,599 0.0049
2024-10-17 2024-03-31 13F/A-2 DYCOM INDS COM 267475101 305,930 26,369 9.43 43,910 36.48 0.0035
2024-08-16 2024-03-31 13F/A-1 DYCOM INDS COM 267475101 305,930 26,369 43,910 0.0004
2024-05-15 2024-03-31 13F DYCOM INDS COM 267475101 305,930 26,369 43,910 0.0035
2024-08-16 2023-12-31 13F/A-1 DYCOM INDS COM 267475101 279,561 19,342 7.43 32,175 38.93 0.0028
2024-02-13 2023-12-31 13F DYCOM INDS COM 267475101 279,561 19,342 32,175 0.0028
2023-11-15 2023-09-30 13F DYCOM INDS COM 267475101 260,219 -4,683 -1.77 23,160 -23.08 0.0024
2023-08-14 2023-06-30 13F DYCOM INDS COM 267475101 264,902 -42,434 -13.81 30,106 4.60 0.0030
2023-05-15 2023-03-31 13F DYCOM INDS COM 267475101 307,336 124,847 68.41 28,782 68.50 0.0031
2023-02-14 2022-12-31 13F DYCOM INDS COM 267475101 182,489 37,102 25.52 17,081 22.99 0.0019
2022-11-14 2022-09-30 13F DYCOM INDS COM 267475101 145,387 -13,100 -8.27 13,888 -5.82 0.0019
2022-10-27 2022-06-30 13F/A-1 DYCOM INDS COM 267475101 158,487 47,938 43.36 14,746 40.04 0.0019
2022-08-15 2022-06-30 13F DYCOM INDS COM 267475101 158,487 47,938 14,746 0.0004
2022-10-27 2022-03-31 13F/A-1 DYCOM INDS COM 267475101 110,549 -42,186 -27.62 10,530 -26.47 0.0014
2022-05-13 2022-03-31 13F DYCOM INDS COM 267475101 110,549 -42,186 10,530 0.0014
2022-02-14 2021-12-31 13F DYCOM INDS COM 267475101 152,735 58,543 62.15 14,320 113.44 0.0018
2021-11-15 2021-09-30 13F DYCOM INDS COM 267475101 94,192 -80,404 -46.05 6,709 -48.44 0.0009
2021-08-23 2021-06-30 13F/A-1 DYCOM INDS COM 267475101 174,596 132,668 316.42 13,012 234.24 0.0017
2021-08-16 2021-06-30 13F DYCOM INDS COM 267475101 174,596 132,668 13,012 0.0004
2021-05-17 2021-03-31 13F DYCOM INDS COM 267475101 41,928 -45,836 -52.23 3,893 -41.27 0.0006
2021-02-16 2020-12-31 13F DYCOM INDS COM 267475101 87,764 28,450 47.97 6,629 111.59 0.0010
2020-11-13 2020-09-30 13F DYCOM INDS COM 267475101 59,314 10,561 21.66 3,133 57.12 0.0006
2020-08-14 2020-06-30 13F DYCOM INDS COM 267475101 48,753 14,565 42.60 1,994 127.37 0.0004
2020-05-26 2020-03-31 13F/A-1 DYCOM INDS COM 267475101 34,188 -83,729 -71.01 877 -84.23 0.0002
2020-05-15 2020-03-31 13F DYCOM INDS COM 267475101 34,188 -83,729 877 67.3719
2020-02-14 2019-12-31 13F DYCOM INDS COM 267475101 117,917 78,556 199.58 5,560 176.75 0.0013
2019-11-14 2019-09-30 13F DYCOM INDS COM 267475101 39,361 3,750 10.53 2,009 -4.20 0.0005
2019-08-14 2019-06-30 13F DYCOM INDS COM 267475101 35,611 -12,799 -26.44 2,097 -5.71 0.0006
2019-05-15 2019-03-31 13F DYCOM INDS COM 267475101 48,410 -84,919 -63.69 2,224 -69.14 0.0006
2019-02-14 2018-12-31 13F DYCOM INDS COM 267475101 133,329 -11,117 -7.70 7,206 -41.04 0.0022
2019-04-23 2018-09-30 13F/A-2 DYCOM INDS COM 267475101 144,446 10,144 7.55 12,221 -3.72 0.0031
2018-11-20 2018-09-30 13F/A-1 DYCOM INDS COM 267475101 144,446 0 12,221 0.0031
2018-11-14 2018-09-30 13F DYCOM INDS COM 267475101 144,446 10,144 12,221
2019-04-23 2018-06-30 13F/A-1 DYCOM INDS COM 267475101 134,302 -28,660 -17.59 12,693 -27.63 0.0034
2018-08-14 2018-06-30 13F DYCOM INDS COM 267475101 134,302 -28,660 12,693
2019-04-23 2018-03-31 13F/A-1 DYCOM INDS COM 267475101 162,962 10,216 6.69 17,539 3.05 0.0049
2018-05-14 2018-03-31 13F DYCOM INDS COM 267475101 162,962 10,216 17,539
2019-04-23 2017-12-31 13F/A-1 DYCOM INDS COM 267475101 152,746 -52,787 -25.68 17,020 -3.58 0.0047
2018-02-14 2017-12-31 13F DYCOM INDS COM 267475101 152,746 -52,787 17,020
2017-11-14 2017-09-30 13F DYCOM INDS COM 267475101 205,533 50,728 32.77 17,652 27.38 0.0053
2017-08-11 2017-06-30 13F DYCOM INDS COM 267475101 154,805 -30,558 -16.49 13,858 -19.58 0.0042
2017-05-22 2017-03-31 13F/A-1 DYCOM INDS COM 267475101 185,363 -36,391 -16.41 17,231 -3.22 0.0053
2017-05-12 2017-03-31 13F DYCOM INDS COM 267475101 185,363 17,231
2017-02-22 2016-12-31 13F/A-1 DYCOM INDS COM 267475101 221,754 95,818 76.08 17,805 72.86 0.0058
2017-02-13 2016-12-31 13F DYCOM INDS COM 267475101 221,754 17,805
2016-11-10 2016-09-30 13F DYCOM INDS COM 267475101 125,936 58,501 86.75 10,300 70.16 0.0035
2016-08-12 2016-06-30 13F DYCOM INDS COM 267475101 67,435 -252 -0.37 6,053 38.29 0.0022
2016-05-12 2016-03-31 13F DYCOM INDS COM 267475101 67,687 -413,322 -85.93 4,377 -86.99 0.0017
2016-02-09 2015-12-31 13F DYCOM INDS COM 267475101 481,009 287,650 148.76 33,652 140.51 0.0122
2016-02-08 2015-09-30 13F/A-1 DYCOM INDS COM 267475101 193,359 75,448 63.99 13,992 101.64 0.0052
2015-11-09 2015-09-30 13F DYCOM INDS COM 267475101 193,359 13,992
2015-08-12 2015-06-30 13F DYCOM INDS COM 267475101 117,911 103,920 742.76 6,939 915.96 0.0024
2015-05-14 2015-03-31 13F DYCOM INDS COM 267475101 13,991 -58,170 -80.61 683 -73.03 0.0003
2015-02-13 2014-12-31 13F DYCOM INDS COM 267475101 72,161 62,844 674.51 2,532 785.31 0.0009
2014-12-16 2014-09-30 13F/A-1 DYCOM INDS COM 267475101 9,317 -44,070 -82.55 286 -83.05 0.0001
2014-11-14 2014-09-30 13F DYCOM INDS COM 267475101 9,317 286
2014-05-13 2014-03-31 13F DYCOM INDS COM 267475101 53,387 -67,388 -55.80 1,687 -49.75 0.0007
2014-02-13 2013-12-31 13F DYCOM INDS COM 267475101 120,775 57,140 89.79 3,357 88.60 0.0014
2013-11-13 2013-09-30 13F DYCOM INDUSTRIES INC COM ST COM 267475101 63,635 -90,311 -58.66 1,780 -50.04 0.0008
2013-08-08 2013-06-30 13F DYCOM INDUSTRIES INC COM ST COM 267475101 153,946 153,946 3,563 0.0018
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.