13F HOLDINGS REPORT
PECONIC PARTNERS LLC
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0001050464-23-000011
Total Value
$2.07B
Positions
16
Other Managers
0
Confidential Omitted
No
Holdings (16)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | QUANTA SCVS INC | 74762E102 | 5,528,365 | $1.09B | 52.46% |
| 2 | WESCO INTL INC | 95082P105 | 2,450,143 | $438.7M | 21.19% |
| 3 | DYCOM INDS INC | 267475101 | 3,152,954 | $358.3M | 17.31% |
| 4 | MASTEC INC | MTZ | 650,000 | $76.7M | 3.70% |
| 5 | UBER TECHNOLOGIES INC | UBER | 1,180,437 | $51.0M | 2.46% |
| 6 | EQUITRANS MIDSTREAM CORP | 294600101 | 4,051,061 | $38.7M | 1.87% |
| 7 | TWILIO INC | TWLO | 105,000 | $6.7M | 0.32% |
| 8 | SILICON LABORATORIES INC | SLAB | 15,000 | $2.4M | 0.11% |
| 9 | POOL CORP | POOL | 6,000 | $2.2M | 0.11% |
| 10 | VEEVA SYS INC | VEEV | 10,000 | $2.0M | 0.10% |
| 11 | CLOUDFLARE INC | NET | 30,000 | $2.0M | 0.09% |
| 12 | SHOPIFY INC | SHOP | 30,000 | $1.9M | 0.09% |
| 13 | SENSATA TECHNOLOGIES HLDG PL | ST | 40,000 | $1.8M | 0.09% |
| 14 | RH | RH | 3,000 | $988,770 | 0.05% |
| 15 | LUMEN TECHNOLOGIES INC | LUMN | 200,000 | $452,000 | 0.02% |
| 16 | AMAZON COM INC | AMZN | 2,915 | $379,999 | 0.02% |