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DY Dycom Industries Inc.

Industrials, filed as DYCOM INDS INC (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 1 manager in 2026 Q2, sold by 2

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

In 2026 Q2 Spencer Waxman opened a position in Dycom Industries, First Eagle Investment Management trimmed, and George Soros sold out.

Who owns this now

Largest portfolio weights among holders, up to 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%

Who owns DY

Sorted by value, long equity only, as of 2026 Q2.

History
Spencer Waxman, Shannon River Fund Management 1.8% New 1.8% 39,473 $20M History
First Eagle Investment Management 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 $2.8M History

2 current, 1 exited last period, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by DY's executives, directors and 10% owners in the last 12 months, from their Form 4s

All DY insider trades
  • $551K bought by 3 insiders
  • $1.3M sold by 1 insider outside a trading plan
  • None no planned (10b5-1) sales
  1. Carmen M Sabater Director
    Buy
    $98K 350 shares at $280.62 +5.1% to stake
    Traded Sep 23 Filed Sep 24
    ↗
  2. Daniel S Peyovich CEO
    Buy
    $252K 850 shares at $296.76 +1.4% to stake
    Traded Sep 9 Filed Sep 9
    ↗
  3. David Joseph Fallon Director
    Buy
    $201K 700 shares at $286.92 +204% to stake
    Traded Sep 1 Filed Sep 1
    ↗
  4. Eitan Gertel Director
    Sale
    $1.3M 3,645 shares at $345.62 19% of stake
    Traded Jan 9 Filed Jan 9
    ↗

Also filed in the last 12 months, not counted as buying or selling: 37 stock grants, 10 share withholdings for taxes, and 1 gift.

Congress

1 member of Congress traded DY in the last three years: 1 buy and 0 sales. 1 member listed it in 2025 annual reports.

All Congress trades
  1. Julia Letlow R-LA-5 Buy $1K–$15K Sep 22, 2025 filed Jan 13

SEC filings

Recent issuer filings from EDGAR, 12 shown.

Filed Form Detail Links
SCHEDULE 13G — Filing Doc
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
SCHEDULE 13G/A — Filing Doc
8-K 5.02,5.07 Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
SCHEDULE 13G — Filing Doc
DEF 14A Filing Doc
DEFA14A Filing Doc

Source: SEC EDGAR submissions, updated 12 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its 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). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.