Follow-The-Filings

Security · featured owners

DY Dycom Inds Inc.

Industrials COM Equity as of 2026 Q2 among managers we track

  • 2 Owners
  • Max 1.8%
  • $34M
  • 1 new 1 reduce 1 exit

DY (Dycom Inds Inc.) is held in 2 featured 13F books as of 2026 Q2. Spencer Waxman - Shannon River Fund Management is the largest tracked holder by portfolio weight (1.8%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 1.8% (Spencer Waxman - Shannon River Fund Management) · not free-float ownership

  1. Spencer Waxman new 1.8%
  2. First Eagle Investment Manage... reduce 0.02%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Spencer Waxman - Shannon River Fund Management 2026 Q2 1.8% New 1.8% 39,473 $20M history
First Eagle Investment Management 2026 Q2 0.02% Reduce −10.7% 28,037 $14M history
George Soros - Soros Fund Management exited 2026 Q2 last 2026 Q1 0.03% Exit −0.03% 8,198 $3M history

2 current · 1 exited last period · options excluded

SEC filings

Recent issuer filings from EDGAR · 8 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 5.02 Filing Doc
8-K 5.02,9.01 Filing Doc
8-K 5.02,5.07 Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
DEFA14A Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 9 rows shown

Filed Form Detail Links
4 Period Sep 9, 2026 Filing Doc
4 Period Sep 1, 2026 Filing Doc
4 Period Aug 3, 2026 · 5 forms Filing Doc
4 Period Aug 4, 2026 · 2 forms Filing Doc
4 Period Jun 2, 2026 Filing Doc
4 Period May 28, 2026 · 8 forms Filing Doc
4 Period May 4, 2026 · 4 forms Filing Doc
4/A Period Mar 30, 2026 Filing Doc
4 Period Mar 30, 2026 · 2 forms Filing Doc

Updated 6 days ago Source: SEC EDGAR submissions All on EDGAR

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025 FY2026
Revenue $3.81B $4.18B $4.7B $5.55B
Net income $142.21M $218.92M $233.41M $281.19M
Net margin * 3.7% 5.2% 5.0% 5.1%

Balance sheet

Metric FY2023 FY2024 FY2025 FY2026
Total current assets $1.49B $1.55B $1.69B $2.76B
Total non-current assets * $0.821B $0.967B $1.25B $3.22B
Total assets $2.31B $2.52B $2.95B $5.98B
Total current liabilities $0.47B $0.506B $0.587B $1.01B
Total non-current liabilities * $0.975B $0.956B $1.12B $3.11B
Total equity $0.869B $1.05B $1.24B $1.86B

Cash flow

Metric FY2023 FY2024 FY2025 FY2026
Cash from operations $164.79M $258.98M $349.1M $642.5M
Cash from investing -$0.184B -$0.306B -$0.395B -$1.84B
Cash from financing -$0.067B -$0.076B $0.038B $1.81B
Net change in cash * -$86.57M -$123.1M -$8.42M $616.4M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders