Hill City Capital, LP — DYCOM INDS INC DY: Quarterly 13F Position History
Hill City Capital, LP has reported DYCOM INDS INC (DY) on 22 13F-HR filings in Pactolio's tracked window, first appearing in Q4 2020. As of Q1 2026, the position is sized at 1,009,784 shares ($342.1M market value, 12.22% of the equity book).
- 1,009,784Shares Held (Latest Filing)
- $342.1MReported Market Value (Latest Filing)
- 12.22%Portfolio Weight (% of 13F Equity Book)
- 0Quarter-over-Quarter Share Change
- +$929.0KQuarter-over-Quarter Value Change
- 1,009,784Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 22 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 1,009,784 | 0 | — | $342.1M | 12.22% | $338.82 |
| Q4 2025 | 1,009,784 | 0 | — | $341.2M | 12.88% | $337.90 |
| Q3 2025 | 1,009,784 | 0 | — | $294.6M | 12.46% | $291.76 |
| Q2 2025 | 1,009,784 | +40,000 | +4.1% | $246.8M | 13.28% | $244.39 |
| Q1 2025 | 969,784 | +120,000 | +14.1% | $147.7M | 11.00% | $152.34 |
| Q4 2024 | 849,784 | +170,000 | +25.0% | $147.9M | 9.47% | $174.06 |
| Q3 2024 | 679,784 | +15,000 | +2.3% | $134.0M | 8.85% | $197.10 |
| Q2 2024 | 664,784 | +20,000 | +3.1% | $112.2M | 8.06% | $168.76 |
| Q1 2024 | 644,784 | +42,500 | +7.1% | $92.5M | 6.82% | $143.53 |
| Q4 2023 | 602,284 | 0 | — | $69.3M | 6.12% | $115.09 |
| Q3 2023 | 602,284 | 0 | — | $53.6M | 7.19% | $89.00 |
| Q2 2023 | 602,284 | +3,380 | +0.6% | $68.4M | 10.47% | $113.65 |
| Q1 2023 | 598,904 | 0 | — | $56.1M | 11.02% | $93.65 |
| Q4 2022 | 598,904 | +30,000 | +5.3% | $56.1M | 9.76% | $93.60 |
| Q3 2022 | 568,904 | 0 | — | $54.3M | 10.87% | $95.53 |
| Q2 2022 | 568,904 | 0 | — | $52.9M | 12.19% | $93.04 |
| Q1 2022 | 568,904 | +20,000 | +3.6% | $54.2M | 10.33% | $95.26 |
| Q4 2021 | 548,904 | 34,096 | -5.8% | $51.5M | 11.72% | $93.76 |
| Q3 2021 | 583,000 | 0 | — | $41.5M | 10.54% | $71.24 |
| Q2 2021 | 583,000 | +29,000 | +5.2% | $43.5M | 13.17% | $74.53 |
| Q1 2021 | 554,000 | +10,000 | +1.8% | $51.4M | 15.75% | $92.85 |
| Q4 2020 | 544,000 | — | — | $41.1M | 22.28% | $75.52 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Hill City Capital, LP first disclose a DY position in 13F-HR filings?
Hill City Capital, LP first reported DYCOM INDS INC (DY) on its 13F-HR filing for the period ending 2020-12-31 (Q4 2020). The position has appeared on 22 reported quarters within Pactolio's tracked window.
What was Hill City Capital, LP's most recent quarter-over-quarter share-count change in DY?
Hill City Capital, LP held the same 1,009,784 shares of DY between Q4 2025 and Q1 2026 — the reported share count was unchanged quarter-over-quarter.
Does the implied price-per-share represent Hill City Capital, LP's cost basis in DY?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.