13F HOLDINGS REPORT
PECONIC PARTNERS LLC
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0001855205-24-000026
Total Value
$2.25B
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | QUANTA SCVS INC | 74762E102 | 5,598,565 | $1.45B | 64.59% |
| 2 | DYCOM INDS INC | 267475101 | 3,596,582 | $516.2M | 22.92% |
| 3 | SELECT SECTOR SPDR TR | 81369Y886 | 1,611,484 | $105.8M | 4.70% |
| 4 | MICRON TECHNOLOGY INC | MU | 775,000 | $91.4M | 4.06% |
| 5 | CARNIVAL CORP | CUKPF | 3,500,000 | $57.2M | 2.54% |
| 6 | NEXTERA ENERGY INC | NEE-PW | 250,000 | $16.0M | 0.71% |
| 7 | SOUTHERN CO | SOMN | 76,819 | $5.5M | 0.24% |
| 8 | FIRSTENERGY CORP | FE | 100,000 | $3.9M | 0.17% |
| 9 | UBER TECHNOLOGIES INC | UBER | 10,330 | $795,307 | 0.04% |
| 10 | AMAZON COM INC | AMZN | 3,980 | $717,912 | 0.03% |