PECONIC PARTNERS LLC — DYCOM INDS INC DY: Quarterly 13F Position History
PECONIC PARTNERS LLC has reported DYCOM INDS INC (DY) on 40 13F-HR filings in Pactolio's tracked window, first appearing in Q2 2016. As of Q1 2026, the position is sized at 4,113,320 shares ($1.39B market value, 24.11% of the equity book). Quarter-over-quarter share count change: + 5,000 (+0.1%) .
- 4,113,320Shares Held (Latest Filing)
- $1.39BReported Market Value (Latest Filing)
- 24.11%Portfolio Weight (% of 13F Equity Book)
- +5,000Quarter-over-Quarter Share Change
- +$5.5MQuarter-over-Quarter Value Change
- 4,117,320Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 40 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 4,113,320 | +5,000 | +0.1% | $1.39B | 24.11% | $338.82 |
| Q4 2025 | 4,108,320 | 9,000 | -0.2% | $1.39B | 32.99% | $337.90 |
| Q3 2025 | 4,117,320 | +299,495 | +7.8% | $1.20B | 33.22% | $291.76 |
| Q2 2025 | 3,817,825 | +105,586 | +2.8% | $933.0M | 29.91% | $244.39 |
| Q1 2025 | 3,712,239 | +58,747 | +1.6% | $565.5M | 28.88% | $152.34 |
| Q4 2024 | 3,653,492 | +35,000 | +1.0% | $635.9M | 25.85% | $174.06 |
| Q3 2024 | 3,618,492 | 9,163 | -0.3% | $713.2M | 29.84% | $197.10 |
| Q2 2024 | 3,627,655 | +31,073 | +0.9% | $612.2M | 26.24% | $168.76 |
| Q1 2024 | 3,596,582 | +330,900 | +10.1% | $516.2M | 22.92% | $143.53 |
| Q4 2023 | 3,265,682 | +21,635 | +0.7% | $375.8M | 18.04% | $115.09 |
| Q3 2023 | 3,244,047 | +91,093 | +2.9% | $288.7M | 16.83% | $89.00 |
| Q2 2023 | 3,152,954 | +462,572 | +17.2% | $358.3M | 17.31% | $113.65 |
| Q1 2023 | 2,690,382 | +170,490 | +6.8% | $252.0M | 14.30% | $93.65 |
| Q4 2022 | 2,519,892 | +37,905 | +1.5% | $235.9M | 15.22% | $93.60 |
| Q3 2022 | 2,481,987 | +199,950 | +8.8% | $237.1M | 16.38% | $95.53 |
| Q2 2022 | 2,282,037 | +364,050 | +19.0% | $212.3M | 15.57% | $93.04 |
| Q1 2022 | 1,917,987 | +449,757 | +30.6% | $182.7M | 14.00% | $95.26 |
| Q4 2021 | 1,468,230 | +369,003 | +33.6% | $137.7M | 11.06% | $93.76 |
| Q3 2021 | 1,099,227 | +125,843 | +12.9% | $78.3M | 6.95% | $71.24 |
| Q2 2021 | 973,384 | +245,719 | +33.8% | $72.5M | 7.26% | $74.53 |
| Q1 2021 | 727,665 | +220,660 | +43.5% | $67.6M | 7.09% | $92.85 |
| Q4 2020 | 507,005 | +501,005 | +8350.1% | $38.3M | 4.62% | $75.52 |
| Q3 2020 | 6,000 | 100,000 | -94.3% | $317.0K | 0.06% | $52.83 |
| Q2 2020 | 106,000 | 401,007 | -79.1% | $4.3M | 1.21% | $40.89 |
| Q1 2020 | 507,007 | +441,007 | +668.2% | $13.0M | 5.03% | $25.65 |
| Q4 2019 | 66,000 | +60,000 | +1000.0% | $3.1M | 0.63% | $47.15 |
| Q3 2019 | 6,000 | 0 | — | $306.0K | 0.07% | $51.00 |
| Q2 2019 | 6,000 | 12,000 | -66.7% | $353.0K | 0.07% | $58.83 |
| Q1 2019 | 18,000 | 38,000 | -67.9% | $827.0K | 0.06% | $45.94 |
| Q4 2018 | 56,000 | +50,000 | +833.3% | $3.0M | 0.74% | $54.04 |
| Q3 2018 | 6,000 | 122,960 | -95.3% | $508.0K | 0.13% | $84.67 |
| Q2 2018 | 128,960 | +122,960 | +2049.3% | $12.2M | 2.24% | $94.51 |
| Q1 2018 | 6,000 | 13,000 | -68.4% | $646.0K | 0.12% | $107.67 |
| Q4 2017 | 19,000 | 12,000 | -38.7% | $2.1M | 0.31% | $111.42 |
| Q3 2017 | 31,000 | 578,389 | -94.9% | $2.7M | 0.43% | $85.87 |
| Q2 2017 | 609,389 | 779,237 | -56.1% | $54.6M | 8.79% | $89.52 |
| Q1 2017 | 1,388,626 | 0 | — | $129.1M | 14.82% | $92.95 |
| Q4 2016 | 1,388,626 | 789,486 | -36.2% | $111.5M | 14.76% | $80.29 |
| Q3 2016 | 2,178,112 | +204,845 | +10.4% | $178.1M | 22.55% | $81.78 |
| Q2 2016 | 1,973,267 | — | — | $177.1M | 21.99% | $89.76 |
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 PECONIC PARTNERS LLC first disclose a DY position in 13F-HR filings?
PECONIC PARTNERS LLC first reported DYCOM INDS INC (DY) on its 13F-HR filing for the period ending 2016-06-30 (Q2 2016). The position has appeared on 40 reported quarters within Pactolio's tracked window.
What was PECONIC PARTNERS LLC's most recent quarter-over-quarter share-count change in DY?
Between Q4 2025 and Q1 2026, PECONIC PARTNERS LLC added 5,000 shares of DY (+0.1%), bringing the total reported position to 4,113,320 shares at a market value of $1.39B.
Does the implied price-per-share represent PECONIC PARTNERS LLC'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.