13F HOLDINGS REPORT
PECONIC PARTNERS LLC
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001855205-25-000017
Total Value
$2.46B
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | QUANTA SCVS INC | 74762E102 | 5,198,565 | $1.64B | 66.78% |
| 2 | DYCOM INDS INC | 267475101 | 3,653,492 | $635.9M | 25.85% |
| 3 | UBER TECHNOLOGIES INC | UBER | 600,000 | $36.2M | 1.47% |
| 4 | COMCAST CORP NEW | CCZ | 900,000 | $33.8M | 1.37% |
| 5 | VISTRA CORP | VST | 220,000 | $30.3M | 1.23% |
| 6 | SHOALS TECHNOLOGIES GROUP IN | SHLS | 3,700,000 | $20.5M | 0.83% |
| 7 | EQT CORP | EQT | 400,000 | $18.4M | 0.75% |
| 8 | CAESARS ENTERTAINMENT INC NE | 12769G100 | 504,844 | $16.9M | 0.69% |
| 9 | NEXTRACKER INC | NXT | 380,000 | $13.9M | 0.56% |
| 10 | NEWELL BRANDS INC | NWL | 1,000,000 | $10.0M | 0.40% |
| 11 | AMAZON COM INC | AMZN | 3,980 | $873,172 | 0.04% |
| 12 | NEXTERA ENERGY INC | NEE-PW | 6,485 | $464,910 | 0.02% |