13F HOLDINGS REPORT
PECONIC PARTNERS LLC
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001050464-23-000013
Total Value
$1.72B
Positions
8
Other Managers
0
Confidential Omitted
No
Holdings (8)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | QUANTA SCVS INC | 74762E102 | 5,528,365 | $1.03B | 60.27% |
| 2 | WESCO INTL INC | 95082P105 | 2,450,348 | $352.4M | 20.54% |
| 3 | DYCOM INDS INC | 267475101 | 3,244,047 | $288.7M | 16.83% |
| 4 | MASTEC INC | MTZ | 301,047 | $21.7M | 1.26% |
| 5 | CINEMARK HLDGS INC | CNK | 300,000 | $5.5M | 0.32% |
| 6 | UBER TECHNOLOGIES INC | UBER | 110,330 | $5.1M | 0.30% |
| 7 | AMAZON COM INC | AMZN | 37,915 | $4.8M | 0.28% |
| 8 | SWEETGREEN INC | SG | 300,000 | $3.5M | 0.21% |