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DY position history

The shares of Dycom Industries (DY) that First Eagle Investment Management, LLC reported in each quarter’s 13F.

Equity, COM

Shares held by quarter

New Add Reduce Exit

  1. 2025 Q1: 63,002 shares, $9.6M, 0.02% of portfolio, New
  2. 2025 Q2: 62,455 shares, $15M, 0.03% of portfolio, Reduce −0.9%
  3. 2025 Q3: 46,442 shares, $14M, 0.02% of portfolio, Reduce −25.6%
  4. 2025 Q4: 37,792 shares, $13M, 0.02% of portfolio, Reduce −18.6%
  5. 2026 Q1: 62,784 shares, $21M, 0.03% of portfolio, Add +66.1%
  6. 2026 Q2: 28,037 shares, $14M, 0.02% of portfolio, Reduce −55.3%
Holdings date Value % of holdings Shares Filing date All 13F holders