DY
Dycom Industries, Inc. · Industrials · Engineering & Construction
Données momentum (gérants comparables) :
étendue des détenteurs +12.5% ·
flux d'actions -4.9% ·
nouvelles positions nettes +11.1%
— formule
Fragmentation de l'actionnariat — plus de détenteurs, participation agrégée plus faible
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q2 2025
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passif) | 4.54M | — | $1.11B | 0.0% | n/c | 1 | SEC ↗ |
| 2 | BlackRock ✦ (passif) | 4.54M | — | $1.11B | 0.0% | n/c | 1 | SEC ↗ |
| 3 | BlackRock ✦ (passif) | 4.54M | — | $1.11B | 0.0% | n/c | 1 | SEC ↗ |
| 4 | BlackRock ✦ (passif) | 4.54M | — | $1.11B | 0.0% | n/c | 1 | SEC ↗ |
| 5 | BlackRock ✦ (passif) | 4.54M | — | $1.11B | 0.0% | n/c | 1 | SEC ↗ |
| 6 | BlackRock ✦ (passif) | 4.54M | — | $1.11B | 0.0% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (passif) | 4.54M | — | $1.11B | 0.0% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (passif) | 4.54M | — | $1.11B | 0.0% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (passif) | 4.54M | — | $1.11B | 0.0% | n/c | 1 | SEC ↗ |
| 10 | BlackRock ✦ (passif) | 4.54M | — | $1.11B | 0.0% | n/c | 1 | SEC ↗ |
| 11 | BlackRock ✦ (passif) | 4.54M | — | $1.11B | 0.0% | n/c | 1 | SEC ↗ |
| 12 | BlackRock ✦ (passif) | 4.54M | — | $1.11B | 0.0% | n/c | 1 | SEC ↗ |
| 13 | BlackRock ✦ (passif) | 4.54M | — | $1.11B | 0.0% | n/c | 1 | SEC ↗ |
| 14 | BlackRock ✦ (passif) | 4.54M | — | $1.11B | 0.0% | n/c | 1 | SEC ↗ |
| 15 | BlackRock ✦ (passif) | 4.54M | — | $1.11B | 0.0% | n/c | 1 | SEC ↗ |
| 16 | BlackRock ✦ (passif) | 4.54M | — | $1.11B | 0.0% | n/c | 1 | SEC ↗ |
| 17 | BlackRock ✦ (passif) | 4.54M | — | $1.11B | 0.0% | n/c | 1 | SEC ↗ |
| 18 | The Vanguard Group ✦ (passif) | 3.04M | — | $741.74M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | The Vanguard Group ✦ (passif) | 3.04M | — | $741.74M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | The Vanguard Group ✦ (passif) | 3.04M | — | $741.74M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | The Vanguard Group ✦ (passif) | 3.04M | — | $741.74M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | The Vanguard Group ✦ (passif) | 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 ✦ (passif) | 1.09M | -3.4% | $266.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Geode Capital Management ✦ (passif) | 671.62K | -0.3% | $164.16M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 26 | Geode Capital Management ✦ (passif) | 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 | Nouveau | $34.67M | 0.0% | New | 1 | SEC ↗ |
| 37 | Renaissance Technologies ✦ | 44.30K | Nouveau | $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 ✦ (passif) | 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 ↗ |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Arrowstreet Capital | $34.67M | 0.0% |
| Renaissance Technologies | $10.83M | 0.0% |
Sorti(e)
| Aucune sortie suivie ce trimestre. |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 511 détenteurs, 28.18M actions, $9.34B déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.