Dycom Industries, Inc.
A specialty contractor that builds and maintains the networks behind modern digital life, Dycom lays fiber-optic cable, builds wireless towers, and — through its newer Building Systems arm — wires data centers and critical facilities. Its customers include telecom giants AT&T, Verizon, and Lumen. Founded in 1969 as Mobile Home Dynamics (yes, a mobile-home installer), it reinvented itself in the 1980s, betting early on fiber optics before that became the industry standard.
Estimated from filings — the split-adjusted price range over the quarters each manager built the position. A range, not a fill price; 13F reports a quarter-end snapshot, not a trade date.