Peconic Partners LLC
8 holdingsFiling period: 2026-06-30Current AUM: $5.57Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | PWR | Quanta Scvs Inc | 4.72M | $3.40B | $2.81B | 50.53% | -286,993 | 2026-06-30 |
| 2 | DY | Dycom Inds Inc | 4.44M | $2.25B | $1.12B | 20.11% | +330.0K | 2026-06-30 |
| 3 | MTZ | Mastec Inc | 3.68M | $1.53B | $689.1M | 12.38% | +100.0K | 2026-06-30 |
| 4 | SPY | State Str Spdr S&P 500 ETF T | 700.0K | $522.7M | $538.3M | 9.67% | -- | 2026-06-30 |
| 5 | FCX | Freeport-McMoRan Inc | 3.92M | $246.3M | $269.8M | 4.85% | +600.0K | 2026-06-30 |
| 6 | AMC | Amc Entmt Hldgs Inc | 32.00M | $60.8M | $98.6M | 1.77% | +29.00M | 2026-06-30 |
| 7 | — | Cinemark Hldgs Inc | 1.20M | $38.1M | $38.1M | 0.68% | +801.9K | 2026-06-30 |
| 8 | GOOGL | Alphabet Inc | 1.8K | $643K | $612K | 0.01% | -- | 2026-06-30 |
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