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SouthernSun Small Cap's investment thesis on Dycom Industries, Inc. ($DY) — Q2 2025 | Buyside Digest

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$DYNYSEDycom Industries, Inc.

BULL

SouthernSun Small Cap—DY

Fund Letter

Q2 2025

Published June 30, 2025

View Fund Profile

$269.08USD

-10.4% vs last month

$250.27Pitched

+7.5% since pitch

Market CapN/A

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

During 2Q2025, SouthernSun's Small Cap Strategy Composite generated a gross return of 9.88% (9.70% net), outperforming the Russell 2000's 8.50%. The portfolio commentary...

— Michael W. Cook

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What other investors think about $DY, and what else SouthernSun Small Cap is buying.

Other pitches on $DY

Other investors who've written on Dycom Industries, Inc.

Reaves Asset ManagementBULL

Pitched Jun 30, 2026

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...

View all $DY pitches →