13F HOLDINGS REPORT
PECONIC PARTNERS LLC
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0001855205-24-000059
Total Value
$2.39B
Positions
6
Other Managers
0
Confidential Omitted
No
Holdings (6)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | QUANTA SCVS INC | 74762E102 | 5,498,565 | $1.64B | 68.59% |
| 2 | DYCOM INDS INC | 267475101 | 3,618,492 | $713.2M | 29.84% |
| 3 | ISHARES TR | 464287234 | 600,000 | $27.5M | 1.15% |
| 4 | INTERNATIONAL BUSINESS MACHS | INTR | 40,000 | $8.8M | 0.37% |
| 5 | AMAZON COM INC | AMZN | 3,980 | $741,593 | 0.03% |
| 6 | NEXTERA ENERGY INC | NEE-PW | 6,485 | $548,177 | 0.02% |