Follow-The-Filings

Security

DY

Dycom Inds Inc. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

14 owners 2 new 2 exits max 0.1% (Israel Englander - Millen...)

grid → activity →
owners 14
max % 0.1%
tracked value $1.4B
qoq N 2 A 5 R 4 E 2

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Israel Englander - Millennium Management LLC 2026 Q1 0.1% Reduce -0.02 pp 805,770 $273M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.1% Reduce -0.04 pp 131,247 $44M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% Add +0.02 pp 26,932 $9M hist
George Soros - Soros Fund Management LLC 2026 Q1 0.0% New 0.0% 8,198 $3M hist
Renaissance Technologies LLC 2026 Q1 0.0% New 0.0% 36,240 $12M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Reduce 0.00 pp 2,739,704 $926M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Add 0.00 pp 60,229 $20M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Add 0.00 pp 39,627 $13M hist
First Eagle Investment Management, LLC 2026 Q1 0.0% — 31,392 $11M hist
Ancora Advisors LLC 2026 Q1 0.0% — 1,625 $551 hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Add 0.00 pp 74,771 $25M hist
Norges Bank 2025 Q4 stale 0.0% Exit 0.00 pp 57,222 $19M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% Reduce -0.02 pp 2,321 $786 hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% Add 0.00 pp 1,508 $511 hist
Marshall Wace - Marshall Wace, LLP exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 1,847 $624 hist
Two Sigma Investments, LP exited 2025 Q4 last 2025 Q3 0.0% Exit 0.00 pp 1,300 $379 hist

14 current · 2 exited last period · options excluded

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
Gross profit $151.81M $161.08M — —
Gross margin * 4.0% 3.9% — —
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 * $820.57M $966.85M $1.25B $3.22B
Total assets $2.31B $2.52B $2.95B $5.98B
Total current liabilities $469.55M $506.3M $587.15M $1.01B
Total non-current liabilities * $974.95M $955.92M $1.12B $3.11B
Total equity $868.76M $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 -$183.93M -$306.16M -$395.2M -$1.84B
Cash from financing -$67.43M -$75.91M $37.69M $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