PECONIC PARTNERS LLC
8 holdingsFiling period: 2026-06-30Current AUM: $5.89Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | PWR | QUANTA SCVS INC | 4.72M | $3.40B | $2.90B | 49.15% | -286,993 | 2026-06-30 |
| 2 | DY | DYCOM INDS INC | 4.44M | $2.25B | $1.25B | 21.29% | +330.0K | 2026-06-30 |
| 3 | MTZ | MASTEC INC | 3.68M | $1.53B | $819.2M | 13.90% | +100.0K | 2026-06-30 |
| 4 | SPY | STATE STR SPDR S&P 500 ETF T | 700.0K | $522.7M | $530.2M | 9.00% | -- | 2026-06-30 |
| 5 | FCX | FREEPORT-MCMORAN INC | 3.92M | $246.3M | $271.8M | 4.61% | +600.0K | 2026-06-30 |
| 6 | AMC | AMC ENTMT HLDGS INC | 32.00M | $60.8M | $81.6M | 1.39% | +29.00M | 2026-06-30 |
| 7 | — | CINEMARK HLDGS INC | 1.20M | $38.1M | $38.1M | 0.65% | +801.9K | 2026-06-30 |
| 8 | GOOGL | ALPHABET INC | 1.8K | $643K | $621K | 0.01% | -- | 2026-06-30 |
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