DYCOM INDUSTRIES INC

Held by 1 specialist biotech fund

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Fund Holdings

Driehaus Capital

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Catalysts

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Position Details

Driehaus CapitalNEWFeb 17, 2026

Shares: 138,229Value: $46.7M

**Signal Note - Dycom Industries (DY)** Driehaus Capital's $46.7M initiation in DY appears driven by infrastructure recovery tailwinds rather than biotech fundamentals, as Dycom is a specialty contracting services company serving telecom, utilities, and energy sectors—not a drug developer. This signals Driehaus may be rotating growth capital toward reopening/infrastructure plays, though the position size suggests conviction in operational margin expansion ahead of potential 2024-2025 revenue acceleration.

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Insider Signals

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Also Held by These Funds

PTN1 fund WLDN1 fund LASR1 fund ONTO1 fund VALE1 fund TNDM1 fund TKO1 fund TNL1 fund

Research Links

Yahoo Finance →SEC EDGAR →ClinicalTrials.gov →

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