Dycom Industries, Inc.
US ˙ NYSE ˙ US2674751019

SecurityDY / Dycom Industries, Inc.
InstitutionThompson Davis & Co., Inc.
Latest Disclosed Ownership2,604 shares
Latest Disclosed Value $ 882,287
Thompson Davis & Co., Inc. reports 0.04% decrease in ownership of DY / Dycom Industries, Inc.

On April 16, 2026 - Thompson Davis & Co., Inc. filed a 13F-HR form disclosing ownership of 2,604 shares of Dycom Industries, Inc. (US:DY) valued at $882,287 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 2,605 shares of Dycom Industries, Inc.. This represents a change in shares of -0.04% during the quarter. The current value of the position is $1,260,622 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)
2026-04-16 2026-03-31 13F DYCOM INDS COM 267475101 2,604 -1 -0.04 882 0.23 0.5884
2026-01-12 2025-12-31 13F DYCOM INDS COM 267475101 2,605 -305 -10.48 880 3.65 0.5270
2025-11-05 2025-09-30 13F DYCOM INDS COM 267475101 2,910 -3,665 -55.74 849 -47.14 0.5241
2025-08-20 2025-06-30 13F/A-1 DYCOM INDS COM 267475101 6,575 -675 -9.31 1,607 45.47 1.0953
2025-08-08 2025-06-30 13F DYCOM INDS COM 267475101 6,910 -340 1,689 0.7375
2025-05-13 2025-03-31 13F DYCOM INDS COM 267475101 7,250 -250 -3.33 1,104 -15.40 0.8712
2025-02-03 2024-12-31 13F DYCOM INDS COM 267475101 7,500 -5 -0.07 1,305 -11.76 0.8396
2024-11-08 2024-09-30 13F DYCOM INDS COM 267475101 7,505 240 3.30 1,479 20.64 1.0923
2024-07-23 2024-06-30 13F DYCOM INDS COM 267475101 7,265 4,590 171.59 1,226 220.10 1.0635
2024-05-02 2024-03-31 13F DYCOM INDS COM 267475101 2,675 75 2.88 384 28.09 0.2601
2024-02-05 2023-12-31 13F DYCOM INDS COM 267475101 2,600 100 4.00 299 34.68 0.2546
2023-11-09 2023-09-30 13F DYCOM INDS COM 267475101 2,500 0 0.00 222 -21.83 0.2752
2023-07-13 2023-06-30 13F DYCOM INDS COM 267475101 2,500 0 0.00 284 21.37 0.3217
2023-05-10 2023-03-31 13F DYCOM INDS COM 267475101 2,500 2,500 234 0.3055
2022-11-09 2022-09-30 13F DYCOM INDS COM 267475101 0 -2,500 -100.00 0 -100.00
2022-08-02 2022-06-30 13F DYCOM INDS COM 267475101 2,500 2,500 233 0.1794
2022-02-14 2021-12-31 13F DYCOM INDS COM 267475101 0 -1,421 -100.00 0 -100.00
2018-11-14 2018-09-30 13F DYCOM INDS COM 267475101 1,421 1,116 365.90 120 313.79 0.2617
2018-08-03 2018-06-30 13F DYCOM INDS COM 267475101 305 205 205.00 29 163.64 0.0690
2018-05-02 2018-03-31 13F DYCOM INDS COM 267475101 100 -1,000 -90.91 11 -91.06 0.0290
2018-02-05 2017-12-31 13F DYCOM INDS COM 267475101 1,100 -275 -20.00 123 4.24 0.2912
2017-10-30 2017-09-30 13F DYCOM INDS COM 267475101 1,375 -5,478 -79.94 118 -80.75 0.2089
2017-08-10 2017-06-30 13F DYCOM INDS COM 267475101 6,853 -465 -6.35 613 -9.85 0.9849
2017-05-08 2017-03-31 13F DYCOM INDS COM 267475101 7,318 5,318 265.90 680 322.36 0.9697
2017-02-07 2016-12-31 13F DYCOM INDS COM 267475101 2,000 1,942 3,348.28 161 3,120.00 0.2668
2016-11-08 2016-09-30 13F DYCOM INDS COM 267475101 58 -2,376 -97.62 5 -97.71 0.0088
2016-08-09 2016-06-30 13F DYCOM INDS COM 267475101 2,434 -24 -0.98 218 37.11 0.3479
2016-05-02 2016-03-31 13F DYCOM INDS COM 267475101 2,458 -432 -14.95 159 -21.29 0.2369
2016-02-01 2015-12-31 13F DYCOM INDS COM 267475101 2,890 -2,208 -43.31 202 -45.26 0.2852
2015-10-30 2015-09-30 13F DYCOM INDS COM 267475101 5,098 801 18.64 369 45.85 0.5160
2015-07-24 2015-06-30 13F DYCOM INDS COM 267475101 4,297 4,172 3,337.60 253 4,116.67 0.2918
2015-04-28 2015-03-31 13F DYCOM INDS COM 267475101 125 0 0.00 6 50.00 0.0072
2015-02-06 2014-12-31 13F DYCOM INDS COM 267475101 125 125 4 0.0046
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.