Aristotle Capital Boston Trims Dycom Industries Stake

Investment firm reduces holdings in construction company by over 37%

Mar. 15, 2026 at 7:57am

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Aristotle Capital Boston LLC, an investment management firm, has reduced its stake in Dycom Industries, Inc. (NYSE:DY) by 37.1% during the third quarter, according to a recent 13F filing with the Securities and Exchange Commission. The firm now owns 150,752 shares of the construction company's stock, down from 239,662 shares previously.

Why it matters

Dycom Industries is a leading provider of specialty contracting services to the telecommunications industry in North America, delivering engineering, construction, installation and maintenance solutions for communications infrastructure. Aristotle Capital Boston's reduced position in the company could signal a shift in the firm's investment strategy or outlook on the construction and telecom sectors.

The details

According to the 13F filing, Aristotle Capital Boston sold 88,910 shares of Dycom Industries during the third quarter. The firm now owns 0.52% of Dycom's outstanding shares, valued at approximately $43.98 million as of the most recent SEC filing. Dycom Industries accounts for 2.3% of Aristotle Capital Boston's total investment portfolio, making it the firm's third-largest holding.

  • Aristotle Capital Boston reduced its Dycom Industries stake during the third quarter of 2026.

The players

Aristotle Capital Boston LLC

An investment management firm based in Boston, Massachusetts.

Dycom Industries, Inc.

A leading provider of specialty contracting services to the telecommunications industry in North America.

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The takeaway

Aristotle Capital Boston's reduced position in Dycom Industries could signal a shift in the firm's investment strategy or outlook on the construction and telecom sectors, though the reasons behind the move are not entirely clear from the available information.