13F HOLDINGS REPORT
PECONIC PARTNERS LLC
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001050464-26-000002
Total Value
$4.21B
Positions
15
Other Managers
0
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | QUANTA SCVS INC | 74762E102 | 5,007,840 | $2.11B | 50.23% |
| 2 | DYCOM INDS INC | 267475101 | 4,108,320 | $1.39B | 32.99% |
| 3 | MASTEC INC | MTZ | 1,600,000 | $347.8M | 8.26% |
| 4 | FREEPORT-MCMORAN INC | FCX | 2,000,000 | $101.6M | 2.41% |
| 5 | FIRST SOLAR INC | FSLR | 295,000 | $77.1M | 1.83% |
| 6 | AMAZON COM INC | AMZN | 303,980 | $70.2M | 1.67% |
| 7 | EQT CORP | EQT | 580,000 | $31.1M | 0.74% |
| 8 | RANGE RES CORP | RRC | 800,000 | $28.2M | 0.67% |
| 9 | DEVON ENERGY CORP NEW | 25179M103 | 300,000 | $11.0M | 0.26% |
| 10 | COTERRA ENERGY INC | CTRA | 400,000 | $10.5M | 0.25% |
| 11 | ANTERO RESOURCES CORP | AR | 300,000 | $10.3M | 0.25% |
| 12 | CINEMARK HLDGS INC | CNK | 400,000 | $9.3M | 0.22% |
| 13 | AMC ENTMT HLDGS INC | 00165C302 | 3,000,000 | $4.7M | 0.11% |
| 14 | SILICON LABORATORIES INC | SLAB | 30,000 | $3.9M | 0.09% |
| 15 | ALPHABET INC | GOOG | 1,800 | $563,400 | 0.01% |