13F HOLDINGS REPORT
PECONIC PARTNERS LLC
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001050464-25-000005
Total Value
$3.62B
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | QUANTA SCVS INC | 74762E102 | 5,007,840 | $2.08B | 57.39% |
| 2 | DYCOM INDS INC | 267475101 | 4,117,320 | $1.20B | 33.22% |
| 3 | MASTEC INC | MTZ | 750,000 | $159.6M | 4.41% |
| 4 | SHOALS TECHNOLOGIES GROUP IN | SHLS | 7,054,803 | $52.3M | 1.45% |
| 5 | EQT CORP | EQT | 580,000 | $31.6M | 0.87% |
| 6 | RANGE RES CORP | RRC | 800,000 | $30.1M | 0.83% |
| 7 | FIRST SOLAR INC | FSLR | 100,000 | $22.1M | 0.61% |
| 8 | WARNER BROS DISCOVERY INC | WBD | 1,000,000 | $19.5M | 0.54% |
| 9 | ARRAY TECHNOLOGIES INC | ARRY | 2,130,783 | $17.4M | 0.48% |
| 10 | AMC ENTMT HLDGS INC | 00165C302 | 2,000,000 | $5.8M | 0.16% |
| 11 | AMAZON COM INC | AMZN | 3,980 | $873,889 | 0.02% |
| 12 | ALPHABET INC | GOOG | 1,800 | $437,580 | 0.01% |