Reported 310,490 shares, down 7,710 (2.4%) from the prior quarter.
Reported value 14.7%; share count -2.4% vs. the prior quarter.
Reported position value by quarter
Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.
| Date | Holding Value |
|---|---|
| 2022-06-30 | 12092000 |
| 2022-09-30 | 32159000 |
| 2022-12-31 | 20440368 |
| 2023-03-31 | 21693086 |
| 2023-06-30 | 37560757 |
| 2023-09-30 | 32800505 |
| 2023-12-31 | 38089611 |
| 2024-03-31 | 45671246 |
| 2024-06-30 | 52398292 |
| 2024-09-30 | 55508288 |
| 2024-12-31 | 43159744 |
| 2025-03-31 | 24770027 |
| 2025-06-30 | 39560387 |
| 2025-09-30 | 48523481 |
| 2025-12-31 | 46240939 |
| 2026-03-31 | 45362238 |
| 2026-06-30 | 60992355 |
Quarterly position history
How this manager's reported quarter-end position changed over time.
| Quarter | Activity | Shares | Change | % of reported 13F | Reported value | Filed | Source filing |
|---|---|---|---|---|---|---|---|
| Q2 2026 | Reduced | 120,636 | -13,247 (-9.9%) | 4.18% | $60,992,355 | 2026-08-13 | |
| Q1 2026 | Reduced | 133,883 | -2,965 (-2.2%) | 3.74% | $45,362,238 | 2026-05-13 | |
| Q4 2025 | Reduced | 136,848 | -29,465 (-17.7%) | 3.82% | $46,240,939 | 2026-02-11 | |
| Q3 2025 | Added | 166,313 | +4,439 (2.7%) | 3.97% | $48,523,481 | 2025-11-12 | |
| Q2 2025 | Reduced | 161,874 | -723 (-0.4%) | 3.68% | $39,560,387 | 2025-08-12 | |
| Q1 2025 | Reduced | 162,597 | -85,362 (-34.4%) | 2.66% | $24,770,027 | 2025-05-12 | |
| Q4 2024 | Reduced | 247,959 | -33,666 (-12.0%) | 4.18% | $43,159,744 | 2025-02-12 | |
| Q3 2024 | Reduced | 281,625 | -28,865 (-9.3%) | 5.29% | $55,508,288 | 2024-11-13 | |
| Q2 2024 | Reduced | 310,490 | -7,710 (-2.4%) | 4.8% | $52,398,292 | 2024-08-13 | |
| Q1 2024 | Reduced | 318,200 | -12,755 (-3.9%) | 4.19% | $45,671,246 | 2024-05-13 | |
| Q4 2023 | Reduced | 330,955 | -37,590 (-10.2%) | 3.39% | $38,089,611 | 2024-02-13 | |
| Q3 2023 | Added | 368,545 | +38,050 (11.5%) | 3.2% | $32,800,505 | 2023-11-09 | |
| Q2 2023 | Added | 330,495 | +98,855 (42.7%) | 3.44% | $37,560,757 | 2023-08-10 | |
| Q1 2023 | Added | 231,640 | +13,260 (6.1%) | 2.02% | $21,693,086 | 2023-05-10 | |
| Q4 2022 | Reduced | 218,380 | -118,255 (-35.1%) | 1.9% | $20,440,368 | 2023-02-10 | |
| Q3 2022 | Added | 336,635 | +206,670 (159.0%) | 3.18% | $32,159,000 | 2022-11-09 | |
| Q2 2022 | New | 129,965 | +129,965 (0.0%) | 0.95% | $12,092,000 | 2022-08-10 |
Who else reported the position
355 managers reported DYCOM INDS INC for Q2 2024.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| BlackRock Inc | Reduced | 4,482,724 | -68,883 | 0.02% | $756,504,502 | 45 qtrs |
| PECONIC PARTNERS LLC | Added | 3,627,655 | +31,073 | 26.24% | $612,203,058 | 45 qtrs |
| VANGUARD GROUP INC | Reduced | 3,141,757 | -54,284 | 0.01% | $530,202,912 | 45 qtrs |
| MILLENNIUM MANAGEMENT LLC | Added | 1,631,453 | +96,846 | 0.13% | $275,324,008 | 45 qtrs |
| STATE STREET CORPORATION | Reduced | 1,114,264 | -18,295 | < 0.01% | $188,043,193 | 45 qtrs |
| DIMENSIONAL FUND ADVISORS LP | Reduced | 817,926 | -155,872 | 0.04% | $138,037,783 | 45 qtrs |
| FMR LLC | Added | 754,804 | +185,482 | < 0.01% | $127,380,662 | 36 qtrs |
| Cresset Asset Management LLC | New | 732,198 | +732,198 | 0.52% | $123,565,734 | 1 qtr |
| Hill City Capital LP | Added | 664,784 | +20,000 | 8.06% | $112,188,948 | 15 qtrs |
| GEODE CAPITAL MANAGEMENT LLC | Added | 641,770 | +15,697 | < 0.01% | $108,327,216 | 45 qtrs |
Filing details and methodology As reported
- Report period
- June 30, 2024
- Filed
- August 13, 2024
- Filing type
- 13F-HR
- Position type
- COM
Voting authority reported
- Sole
- 164,955
- Shared
- 70,180
- None
- 75,355
“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.
Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.