Universe · entity
PECONIC PARTNERS LLC
Institutional manager (13F) · CIK 1050464
13F holdings · as of 2026-03-31 · top 9 · reported portfolio $5.8B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | QUANTA SCVS INC | $2.7B | 5,007,840 |
| 2 | DYCOM INDS INC | $1.4B | 4,113,320 |
| 3 | MASTEC INC | $1.2B | 3,578,431 |
| 4 | AMAZON COM INC | $199M | 953,414 |
| 5 | FREEPORT-MCMORAN INC | $195M | 3,317,068 |
| 6 | FIRST SOLAR INC | $78M | 395,000 |
| 7 | CINEMARK HLDGS INC | $11M | 400,000 |
| 8 | AMC ENTMT HLDGS INC | $3M | 3,000,000 |
| 9 | ALPHABET INC | $518k | 1,800 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.