FOLLOW THE PROS

Mario Gabelli added DY · DYCOM INDUSTRIES, INC.

$856751 · now <0.1% of the portfolio

TRADED BY

Sep 30

FILED

Nov 12

YOU SEE IT

Nov 13

43 days between the trade and the filing. That gap is the law, not our latency — a 13F is due 45 days after the quarter ends.

$225 now

OUR VALUE

$225 today
low $200mid $267high $334

2 models, as of 2026-11-12.

Fairly priced now: inside our value range. The easy part has happened.

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