On November 7, 2025, Bornite Capital Management LP disclosed a new position in Dycom (DY +1.23%), adding 150,000 shares valued at approximately $43.76 million.Bornite Capital initiated a position of 150,000 shares for an estimated $43.76 million.The transaction represents 4.1% of Bornite Capital’s reportable U.S. equity assets under management.Bornite Capital's post-trade stake: 150,000 shares valued at $43.76 million.The stake size places Dycom outside the fund’s top five holdings.What happenedAccording to ...