13F HOLDINGS REPORT
PECONIC PARTNERS LLC
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0001855205-24-000038
Total Value
$2.33B
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | QUANTA SCVS INC | 74762E102 | 5,598,565 | $1.42B | 60.98% |
| 2 | DYCOM INDS INC | 267475101 | 3,627,655 | $612.2M | 26.24% |
| 3 | CARNIVAL CORP | CUKPF | 4,342,000 | $81.3M | 3.48% |
| 4 | MICRON TECHNOLOGY INC | MU | 591,000 | $77.7M | 3.33% |
| 5 | MASTEC INC | MTZ | 481,720 | $51.5M | 2.21% |
| 6 | ISHARES TR | 464287432 | 399,900 | $36.7M | 1.57% |
| 7 | DOMINION ENERGY INC | D | 600,000 | $29.4M | 1.26% |
| 8 | DUKE ENERGY CORP NEW | DUKB | 200,000 | $20.0M | 0.86% |
| 9 | AMAZON COM INC | AMZN | 3,980 | $769,135 | 0.03% |
| 10 | NEXTERA ENERGY INC | NEE-PW | 6,485 | $459,203 | 0.02% |
| 11 | SELECT SECTOR SPDR TR | 81369Y886 | 2,925 | $199,310 | 0.01% |