Free · no sign-up · Q2 2026

Which funds own DY

Dycom Inds Inc in the Q2 2026 filings. At least 5 of the 91 current managers on file reported a position, worth $381m between them. It is among the largest positions of fewer than a fifth of the current managers on file. The quarter went the other way: 5 managers trimmed or sold out against 2 buying.

Managers holding: 5; at least, of 91 current
Combined value: $381m; as reported
Opened: 0; new this quarter
Added to: 2; already held
Trimmed or sold out: 5; 2 sold out entirely

Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.

Managers reporting a position

Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.

Manager	Value	Weight	Shares	Change on the quarter	Action
Millennium Management LLC Multi-strategy · $276bn book	$300m	0.1%	593,715	+$27m-212,055	Trimmed
Freestone Grove Partners LP Multi-strategy · $15.6bn book	$33m	0.2%	64,662	-$23m-98,968	Trimmed
ExodusPoint Capital Management LP Multi-strategy · $15.5bn book	$31m	0.2%	61,002	+$24m+39,262	Added
First Eagle Investment Management LLC Value · $60.8bn book	$14m	0.0%	28,037	+$3.5m-3,355	Trimmed
Caxton Associates LLP Macro · $5.3bn book	$3.4m	0.1%	6,811	+$1.5m+1,214	Added

Sold out of this quarter

Valued at what the position was worth in the previous filing, because by this one it is gone.

Rokos Capital Management LLP · Macro$13m held before
Soros Fund Management LLC · Macro$2.8m held before

Ownership through time

At least 11 of the 95 managers whose filings are on file listed DY in Q2 2026, against 2 in Q2 2013. 1 manager fewer than in Q1 2026: 2 listed it again; 2 sold out, by their own filings; 1 no longer listed it among the positions read, which can mean a holding below the listed range, a filing that reported no holdings, or a filing not yet made.

Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.

Managers on file listing it

Their combined reported value

Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.

Started in Q2 2026

No manager on file started a position.

Largest increases, by shares

Point72 Asset Management LP131,247 to 178,570 shares+$24m
ExodusPoint Capital Management LP21,740 to 61,002 shares+$20m
Arrowstreet Capital LP396,240 to 409,139 shares+$6.5m
Caxton Associates LLP5,597 to 6,811 shares+$614k

Largest decreases, by shares

Millennium Management LLC805,770 to 593,715 shares-$107m
Freestone Grove Partners LP163,630 to 64,662 shares-$50m
Bridgewater Associates LP26,932 to 20,897 shares-$3.1m
First Eagle Investment Management LLC31,392 to 28,037 shares-$1.7m
Quantbot Technologies LP7,245 to 6,820 shares-$215k

Left it

Rokos Capital Management LLPwas $13m
Soros Fund Management LLCwas $2.8m

Manager	First listed	Largest	Q2 2026
Millennium Management LLC	Q3 2016	$387m	$300m
Arrowstreet Capital LP	Q3 2025	$207m	$207m
Point72 Asset Management LP	Q2 2016	$90m	$90m
Squarepoint Ops LLC	Q4 2017	$77m	$77m
Freestone Grove Partners LP	Q1 2025	$80m	$33m
ExodusPoint Capital Management LP	Q2 2021	$31m	$31m
First Eagle Investment Management LLC	Q1 2025	$15m	$14m
Bridgewater Associates LP	Q3 2025	$11m	$11m
Schonfeld Strategic Advisors LLC	Q3 2016	$24m	$9.7m
Quantbot Technologies LP	Q1 2019	$5.2m	$3.4m
Caxton Associates LLP	Q2 2017	$6.7m	$3.4m
AllianceBernstein LP	Q2 2013	$219m	last listed Q2 2024
Wellington Management Group LLP	Q2 2020	$204m	last listed Q4 2020
T. Rowe Price Associates Inc	Q4 2025	$189m	last listed Q4 2025
Walleye Capital LLC	Q3 2020	$64m	last listed Q1 2026
Renaissance Technologies LLC	Q3 2016	$38m	last listed Q3 2025
Balyasny Asset Management LLC	Q3 2017	$29m	last listed Q3 2024
Marshall Wace LLP	Q4 2015	$27m	last listed Q2 2018
Jane Street Group LLC	Q4 2017	$20m	last listed Q4 2017
Two Sigma Investments LP	Q2 2015	$15m	last listed Q2 2020
Two Sigma Advisers LP	Q2 2013	$14m	last listed Q2 2020

What DY is worth

Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.

Build the comp set around DY →

How much of the picture this is

A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.

What to do with a name the funds are buying

Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.

Comps ExplorerValue it against the peers it trades beside Every managerRead any of these books in full Deal tapeWhat buyers paid for whole companies, not slices Hedge fund interviewsHow the room runs, and the stock pitch it wants

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