Joel Greenblatt - Gotham Asset Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    1749
Portfolio value:    $32,652,425,993
Holdings Activity Buys Sells    History
Holding/activity history for  Dycom Industries, Inc. (DY)
← All DY superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 2,321 <0.01 Reduce 84.82% 0.02 $323.79–566.47 · VW $466.75i $786,401 SEC
2025   Q4 15,287 0.02 Buy 0.02 $334.56–445.53 · VW $400.04i $5,165,477 SEC
2025   Q3 0 0.00 Sell 100.00% <0.01 $242.55–364.40 · VW $322.83i SEC
2025   Q2 1,886 <0.01 Reduce 20.76% <0.01 $225.79–285.64 · VW $254.63i $460,920 SEC
2025   Q1 2,380 <0.01 Buy <0.01 $131.37–230.57 · VW $197.29i $362,569 SEC
2024   Q3 0 0.00 Sell 100.00% 0.01 $167.95–207.20 · VW $185.44i SEC
2024   Q2 4,613 0.01 Buy 0.01 $159.17–196.34 · VW $177.16i $778,490 SEC
2023   Q2 0 0.00 Sell 100.00% <0.01 $91.72–115.53 · VW $102.39i SEC
2023   Q1 2,534 <0.01 Buy <0.01 $86.59–107.27 · VW $98.43i $237,309 SEC
2022   Q4 0 0.00 Sell 100.00% 0.01 $77.33–101.28 · VW $87.61i SEC
2022   Q3 4,213 0.01 Reduce 71.33% 0.03 $86.76–122.13 · VW $100.01i $402,000 SEC
2022   Q2 14,696 0.04 Add 52.42% 0.02 $82.27–120.45 · VW $104.95i $1,367,000 SEC
2022   Q1 9,642 0.03 Buy 0.03 $76.21–102.18 · VW $90.50i $918,000 SEC
2021   Q4 0 0.00 Sell 100.00% 0.02 $78.42–99.58 · VW $88.35i SEC
2021   Q3 5,918 0.02 Reduce 52.61% 0.02 $64.77–105.28 · VW $87.84i $422,000 SEC
2021   Q2 12,489 0.04 Reduce 40.75% 0.04 $62.88–85.06 · VW $74.42i $931,000 SEC
2021   Q1 21,079 0.09 Reduce 43.35% 0.04 $68.26–101.16 · VW $81.45i $1,957,000 SEC
2020   Q4 37,211 0.09 Add 4.64% <0.01 $62.63–93.59 · VW $77.60i $2,810,000 SEC
2020   Q3 35,562 0.06 Add 37.11% 0.02 $50.53–78.71 · VW $64.03i $1,878,000 SEC
2020   Q2 25,937 0.03 Buy 0.03 $36.37–61.98 · VW $53.29i $1,061,000 SEC
2016   Q4 0 0.00 Sell 100.00% 0.09 $70.88–84.49 · VW $79.18i SEC
2016   Q3 81,429 0.09 Buy 0.09 $70.33–93.40 · VW $78.99i $6,659,000 SEC
2015   Q3 0 0.00 Sell 100.00% <0.01 $68.06–90.82 · VW $82.09i SEC
2015   Q2 16,691 <0.01 Buy <0.01 $55.84–72.61 · VW $66.51i $982,000 SEC
Price snapshot:
Current price$410.11
Avg. buy price$337.90
+/- since buy21.37%
52-week low$233.00
52-week high$566.47