PECONIC PARTNERS LLC
9 holdingsFiling period: 2026-03-31Current AUM: $6.50Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | PWR | QUANTA SCVS INC | 5.01M | $2.75B | $3.34B | 51.39% | -- | 2026-03-31 |
| 2 | DY | DYCOM INDS INC | 4.11M | $1.39B | $1.65B | 25.37% | +5.0K | 2026-03-31 |
| 3 | MTZ | MASTEC INC | 3.58M | $1.15B | $941.5M | 14.48% | +1.98M | 2026-03-31 |
| 4 | AMZN | AMAZON COM INC | 953.4K | $198.6M | $258.9M | 3.98% | +649.4K | 2026-03-31 |
| 5 | FCX | FREEPORT-MCMORAN INC | 3.32M | $195.0M | $207.7M | 3.19% | +1.32M | 2026-03-31 |
| 6 | FSLR | FIRST SOLAR INC | 395.0K | $77.9M | $83.4M | 1.28% | +100.0K | 2026-03-31 |
| 7 | — | CINEMARK HLDGS INC | 400.0K | $11.4M | $11.4M | 0.18% | -- | 2026-03-31 |
| 8 | AMC | AMC ENTMT HLDGS INC | 3.00M | $2.9M | $8.5M | 0.13% | -- | 2026-03-31 |
| 9 | GOOGL | ALPHABET INC | 1.8K | $517K | $640K | 0.01% | -- | 2026-03-31 |
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