PECONIC PARTNERS LLC: DYCOM INDS INC (DY): Quarterly 13F Position History
As of Q1 2026, PECONIC PARTNERS LLC reported 4,113,320 shares of DYCOM INDS INC (DY), worth $1.4B and representing 24.1% of its 13F equity book. Quarter-over-quarter share count change: + 5,000 (+0.1%) . The position first appeared in Q2 2016 and has been disclosed across 40 13F-HR filings in Pactolio's tracked window.
- 4,113,320Shares Held (Latest Filing)
- $1.4BReported Market Value (Latest Filing)
- 24.1%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% | $1.4B | 24.1% | $338.8 |
| Q4 2025 | 4,108,320 | 9,000 | -0.2% | $1.4B | 33.0% | $337.9 |
| Q3 2025 | 4,117,320 | +299,495 | +7.8% | $1.2B | 33.2% | $291.8 |
| Q2 2025 | 3,817,825 | +105,586 | +2.8% | $933.0M | 29.9% | $244.4 |
| Q1 2025 | 3,712,239 | +58,747 | +1.6% | $565.5M | 28.9% | $152.3 |
| Q4 2024 | 3,653,492 | +35,000 | +1.0% | $635.9M | 25.8% | $174.1 |
| Q3 2024 | 3,618,492 | 9,163 | -0.3% | $713.2M | 29.8% | $197.1 |
| Q2 2024 | 3,627,655 | +31,073 | +0.9% | $612.2M | 26.2% | $168.8 |
| Q1 2024 | 3,596,582 | +330,900 | +10.1% | $516.2M | 22.9% | $143.5 |
| Q4 2023 | 3,265,682 | +21,635 | +0.7% | $375.8M | 18.0% | $115.1 |
| Q3 2023 | 3,244,047 | +91,093 | +2.9% | $288.7M | 16.8% | $89.0 |
| Q2 2023 | 3,152,954 | +462,572 | +17.2% | $358.3M | 17.3% | $113.7 |
| Q1 2023 | 2,690,382 | +170,490 | +6.8% | $252.0M | 14.3% | $93.7 |
| Q4 2022 | 2,519,892 | +37,905 | +1.5% | $235.9M | 15.2% | $93.6 |
| Q3 2022 | 2,481,987 | +199,950 | +8.8% | $237.1M | 16.4% | $95.5 |
| Q2 2022 | 2,282,037 | +364,050 | +19.0% | $212.3M | 15.6% | $93.0 |
| Q1 2022 | 1,917,987 | +449,757 | +30.6% | $182.7M | 14.0% | $95.3 |
| Q4 2021 | 1,468,230 | +369,003 | +33.6% | $137.7M | 11.1% | $93.8 |
| Q3 2021 | 1,099,227 | +125,843 | +12.9% | $78.3M | 6.9% | $71.2 |
| Q2 2021 | 973,384 | +245,719 | +33.8% | $72.5M | 7.3% | $74.5 |
| Q1 2021 | 727,665 | +220,660 | +43.5% | $67.6M | 7.1% | $92.9 |
| Q4 2020 | 507,005 | +501,005 | +8350.1% | $38.3M | 4.6% | $75.5 |
| Q3 2020 | 6,000 | 100,000 | -94.3% | $317.0K | 0.1% | $52.8 |
| Q2 2020 | 106,000 | 401,007 | -79.1% | $4.3M | 1.2% | $40.9 |
| Q1 2020 | 507,007 | +441,007 | +668.2% | $13.0M | 5.0% | $25.7 |
| Q4 2019 | 66,000 | +60,000 | +1000.0% | $3.1M | 0.6% | $47.2 |
| Q3 2019 | 6,000 | 0 | — | $306.0K | 0.1% | $51.0 |
| Q2 2019 | 6,000 | 12,000 | -66.7% | $353.0K | 0.1% | $58.8 |
| Q1 2019 | 18,000 | 38,000 | -67.9% | $827.0K | 0.1% | $45.9 |
| Q4 2018 | 56,000 | +50,000 | +833.3% | $3.0M | 0.7% | $54.0 |
| Q3 2018 | 6,000 | 122,960 | -95.3% | $508.0K | 0.1% | $84.7 |
| Q2 2018 | 128,960 | +122,960 | +2049.3% | $12.2M | 2.2% | $94.5 |
| Q1 2018 | 6,000 | 13,000 | -68.4% | $646.0K | 0.1% | $107.7 |
| Q4 2017 | 19,000 | 12,000 | -38.7% | $2.1M | 0.3% | $111.4 |
| Q3 2017 | 31,000 | 578,389 | -94.9% | $2.7M | 0.4% | $85.9 |
| Q2 2017 | 609,389 | 779,237 | -56.1% | $54.6M | 8.8% | $89.5 |
| Q1 2017 | 1,388,626 | 0 | — | $129.1M | 14.8% | $93.0 |
| Q4 2016 | 1,388,626 | 789,486 | -36.2% | $111.5M | 14.8% | $80.3 |
| Q3 2016 | 2,178,112 | +204,845 | +10.4% | $178.1M | 22.5% | $81.8 |
| Q2 2016 | 1,973,267 | — | — | $177.1M | 22.0% | $89.8 |
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 $1.4B.
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.