Dycom Industries (DY)Millennium Management LLC now owns 5.4% of DY as a passive investor 5.4%

5.4%

Stake

1.62M

Shares owned

Stake as of

Sep 30, 2026

Filed

Oct 7, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Aug 4, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“On August 4, 2026, the Board of Directors (the “Board”) of Dycom Industries, Inc. (the “Company”) appointed each of Mr. David J. Fallon and Mr. Michael C. Lenz to its Board, effective the same date.”
2. Aug 25, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“Effective August 25, 2026, Ms. Jennifer Fritzsche resigned from the Board of Directors of Dycom Industries, Inc. (the “Company”). Accordingly, on August 25, 2026, Ms. Fritzsche’s resignation became effective and the size of the Board was reduced from eleven members to ten members.”
3. Aug 26, 2026Company filing · Form 8-K · ResultsReported its results
4. Sep 1, 2026Insider · First insider buy since May 2018Director purchased ~$201K of DY shares in the open market
5. Sep 9, 2026Insider · Their first buy on recordCEO purchased ~$252K of DY shares in the open market
6. Sep 23, 2026Insider · Their first buy on recordDirector purchased ~$98K of DY shares in the open market

What came next

1. Oct 7, 20265% stakeMillennium Management LLC reported a passive stake (13G) of 5.4%

How to read SEC Schedule 13G

A Schedule 13D and a Schedule 13G both disclose beneficial ownership of more than 5% of a US company's voting shares. A 13D is the long form, filed by holders who may seek to influence or control the company, and it must state what they intend to do. A 13G is the short form, open only to passive holders and to certain institutions holding in the ordinary course of business, and it asks no question about intent.

Full guide: Schedule 13D vs Schedule 13G: what is the difference?

What else is on file for Dycom Industries

For Dycom Industries, OQRO holds 4 insider filings (SEC Form 4 or Form 144) and 10 fund holdings reports (13F) dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its DY page.

How this filing works

• Schedule 13D vs 13G

Other disclosures at Dycom Industries

• SEC Form 144Oct 5, 2026
• SEC Form 4Sep 25, 2026
• SEC Form 4Sep 10, 2026
• SEC Form 4Sep 2, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 14, 2026

Everything OQRO holds on this company is on its DY page.