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Reaves Asset Management's investment thesis on Dycom Industries, Inc. ($DY) — Q2 2026 | Buyside Digest

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$DYNYSEDycom Industries, Inc.

BULL

Reaves Asset Management—DY

Fund Letter

Q2 2026

Published June 30, 2026

View Fund Profile

$269.08USD

-10.4% vs last month

$437.76Pitched

-38.5% since pitch

Market CapN/A

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

Dycom Industries provides specialty contracting and engineering services for telecommunications providers and utilities, installing fiber optic networks, electrical connections, and digital infrastructure. The manager maintains...

— Jay Rhame (CEO), Tim Porter (CIO)

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