13F HOLDINGS REPORT
PECONIC PARTNERS LLC
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001855205-25-000032
Total Value
$1.96B
Positions
7
Other Managers
0
Confidential Omitted
No
Holdings (7)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | QUANTA SCVS INC | 74762E102 | 5,297,565 | $1.35B | 68.77% |
| 2 | DYCOM INDS INC | 267475101 | 3,712,239 | $565.5M | 28.88% |
| 3 | CAESARS ENTERTAINMENT INC NE | 12769G100 | 804,844 | $20.1M | 1.03% |
| 4 | SHOALS TECHNOLOGIES GROUP IN | SHLS | 3,880,000 | $12.9M | 0.66% |
| 5 | ARRAY TECHNOLOGIES INC | ARRY | 2,400,000 | $11.7M | 0.60% |
| 6 | AMAZON COM INC | AMZN | 3,980 | $757,235 | 0.04% |
| 7 | NEXTERA ENERGY INC | NEE-PW | 6,485 | $459,722 | 0.02% |