PECONIC PARTNERS LLC 13F Holdings

CIK 0001050464 · NEW YORK, NY

As of Sep 30, 2025, PECONIC PARTNERS LLC reported 12 positions worth $3.6B in its SEC Form 13F filing.

Top 12 holdings

SecurityTickerSectorSharesValue% of portfolio
QUANTA SERVICES INCPWRIndustrials5,007,840$2.1B57.39%
DYCOM INDUSTRIES INCDYIndustrials4,117,320 .2B33.22%
MASTEC INCMTZIndustrials750,000 59.6M4.41%
SHOALS TECHNOLOGIES GROUP INCSHLSTechnology7,054,803$52.3M1.45%
EQT CORP COMEQTEnergy580,000$31.6M0.87%
RANGE RESOURCES CORPRRCEnergy800,000$30.1M0.83%
FIRST SOLAR INCFSLRTechnology100,000$22.1M0.61%
WARNER BROS DISCOVERY INCWBDCommunication Services1,000,000 9.5M0.54%
ARRAY TECHNOLOGIES INCARRYTechnology2,130,783 7.4M0.48%
AMC ENTERTAINMENT HOLDINGS INCAMCCommunication Services2,000,000$5.8M0.16%
AMAZON.COM INCAMZNEquity3,980$873.9K0.02%
ALPHABET INCGOOGLEquity1,800$437.6K0.01%