Ficha del valor · trimestre archivado
DY
Dycom Industries, Inc. · Industrials · Engineering & Construction
18Tenedores rastreados
+2Δ titulares
11.56MAcciones mantenidas
$2.82BValor declarado
+2Nuevas posiciones
−0Cierres
Señales de momentum (gestores comparables):
amplitud de titulares +12.5% ·
flujo de acciones -4.9% ·
nuevas posiciones netas +11.1%
— fórmula
Fragmentación de la titularidad — más titulares, participación agregada menor
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2025
Participación a lo largo del tiempo
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 134 | +6 | 17.04M | $8.60B | +15 | −9 |
| Q1 2026 | 131 | +3 | 18.55M | $6.27B | +9 | −7 |
| Q4 2025 | 127 | -1 | 19.27M | $6.52B | +2 | −2 |
| Q3 2025 | 20 | 0 | 13.35M | $3.90B | +1 | −2 |
| Q2 2025 | 18 | +2 | 11.56M | $2.82B | +2 | — |
| Q1 2025 | 13 | 0 | 4.25M | $646.71M | +1 | −1 |
| Q4 2024 | 13 | 0 | 4.12M | $716.83M | +1 | −1 |
| Q3 2024 | 12 | -1 | 2.88M | $568.40M | +1 | −2 |
| Q2 2024 | 13 | — | 2.94M | $495.78M | — | — |
Quién lo tiene en cartera · Q2 2025
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasivo) | 4.54M | — | $1.11B | 0.0% | n/c | 1 | SEC ↗ |
| 2 | BlackRock ✦ (pasivo) | 4.54M | — | $1.11B | 0.0% | n/c | 1 | SEC ↗ |
| 3 | BlackRock ✦ (pasivo) | 4.54M | — | $1.11B | 0.0% | n/c | 1 | SEC ↗ |
| 4 | BlackRock ✦ (pasivo) | 4.54M | — | $1.11B | 0.0% | n/c | 1 | SEC ↗ |
| 5 | BlackRock ✦ (pasivo) | 4.54M | — | $1.11B | 0.0% | n/c | 1 | SEC ↗ |
| 6 | BlackRock ✦ (pasivo) | 4.54M | — | $1.11B | 0.0% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (pasivo) | 4.54M | — | $1.11B | 0.0% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (pasivo) | 4.54M | — | $1.11B | 0.0% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (pasivo) | 4.54M | — | $1.11B | 0.0% | n/c | 1 | SEC ↗ |
| 10 | BlackRock ✦ (pasivo) | 4.54M | — | $1.11B | 0.0% | n/c | 1 | SEC ↗ |
| 11 | BlackRock ✦ (pasivo) | 4.54M | — | $1.11B | 0.0% | n/c | 1 | SEC ↗ |
| 12 | BlackRock ✦ (pasivo) | 4.54M | — | $1.11B | 0.0% | n/c | 1 | SEC ↗ |
| 13 | BlackRock ✦ (pasivo) | 4.54M | — | $1.11B | 0.0% | n/c | 1 | SEC ↗ |
| 14 | BlackRock ✦ (pasivo) | 4.54M | — | $1.11B | 0.0% | n/c | 1 | SEC ↗ |
| 15 | BlackRock ✦ (pasivo) | 4.54M | — | $1.11B | 0.0% | n/c | 1 | SEC ↗ |
| 16 | BlackRock ✦ (pasivo) | 4.54M | — | $1.11B | 0.0% | n/c | 1 | SEC ↗ |
| 17 | BlackRock ✦ (pasivo) | 4.54M | — | $1.11B | 0.0% | n/c | 1 | SEC ↗ |
| 18 | The Vanguard Group ✦ (pasivo) | 3.04M | — | $741.74M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | The Vanguard Group ✦ (pasivo) | 3.04M | — | $741.74M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | The Vanguard Group ✦ (pasivo) | 3.04M | — | $741.74M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | The Vanguard Group ✦ (pasivo) | 3.04M | — | $741.74M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | The Vanguard Group ✦ (pasivo) | 3.04M | — | $741.74M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Millennium Management ✦ | 1.10M | -26.1% | $267.69M | 0.2% | ▼ Trim | 5 | SEC ↗ |
| 24 | State Street Global Advisors ✦ (pasivo) | 1.09M | -3.4% | $266.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Geode Capital Management ✦ (pasivo) | 671.62K | -0.3% | $164.16M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 26 | Geode Capital Management ✦ (pasivo) | 671.62K | -0.3% | $164.16M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 27 | Fidelity (FMR) ✦ | 329.69K | — | $80.57M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Fidelity (FMR) ✦ | 329.69K | — | $80.57M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 329.69K | — | $80.57M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | D. E. Shaw & Co. ✦ | 159.21K | +74.2% | $38.91M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 31 | D. E. Shaw & Co. ✦ | 159.21K | +74.2% | $38.91M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 32 | Citadel Advisors ✦ | 155.21K | +334.8% | $37.93M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 33 | Citadel Advisors ✦ | 155.21K | +334.8% | $37.93M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 34 | T. Rowe Price ✦ | 151.53K | +0.7% | $37.03M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 35 | T. Rowe Price ✦ | 151.53K | +0.7% | $37.03M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 36 | Arrowstreet Capital ✦ | 141.87K | Nuevo | $34.67M | 0.0% | New | 1 | SEC ↗ |
| 37 | Renaissance Technologies ✦ | 44.30K | Nuevo | $10.83M | 0.0% | New | 1 | SEC ↗ |
| 38 | Point72 Asset Management ✦ | 44.21K | -90.3% | $10.80M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 39 | AQR Capital Management ✦ | 37.36K | +97.7% | $9.13M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 40 | AQR Capital Management ✦ | 37.36K | +97.7% | $9.13M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 41 | AQR Capital Management ✦ | 37.36K | +97.7% | $9.13M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 42 | AQR Capital Management ✦ | 37.36K | +97.7% | $9.13M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 43 | AQR Capital Management ✦ | 37.36K | +97.7% | $9.13M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 44 | Two Sigma Investments ✦ | 26.81K | -51.6% | $6.55M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 45 | Norges Bank ✦ (pasivo) | 19.67K | +26.3% | $4.81M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 46 | GAMCO Investors ✦ | 4.79K | -31.7% | $1.17M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 47 | Gotham Asset Management ✦ | 1.89K | -20.8% | $460,920 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Marshall Wace ✦ | 1.10K | -99.1% | $267,852 | 0.0% | ▼ Trim | 3 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Arrowstreet Capital | $34.67M | 0.0% |
| Renaissance Technologies | $10.83M | 0.0% |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 511 tenedores, 28.18M acciones, $9.34B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Frecuentemente cotituladas
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.
Procedencia: Participación a partir de posiciones en acciones ordinarias de 13F procesadas (universo rastreado, conjuntos comparables para cambios); filas de iniciados de los Formularios 3/4/5; participaciones de los Schedules 13D/13G; cada filing enlaza con su original en SEC EDGAR.
Período de reporte: Q2 2025 ·
Metodología ·
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