13F HOLDINGS REPORT
PECONIC PARTNERS LLC
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001855205-25-000058
Total Value
$3.12B
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | QUANTA SCVS INC | 74762E102 | 4,996,649 | $1.89B | 60.56% |
| 2 | DYCOM INDS INC | 267475101 | 3,817,825 | $933.0M | 29.91% |
| 3 | SELECT SECTOR SPDR TR | 81369Y886 | 1,000,000 | $81.7M | 2.62% |
| 4 | FIRST SOLAR INC | FSLR | 300,000 | $49.7M | 1.59% |
| 5 | RANGE RES CORP | RRC | 800,000 | $32.5M | 1.04% |
| 6 | ALPHABET INC | GOOG | 180,000 | $31.7M | 1.02% |
| 7 | SHOALS TECHNOLOGIES GROUP IN | SHLS | 6,975,186 | $29.6M | 0.95% |
| 8 | AMAZON COM INC | AMZN | 133,980 | $29.4M | 0.94% |
| 9 | EQT CORP | EQT | 480,000 | $28.0M | 0.90% |
| 10 | ARRAY TECHNOLOGIES INC | ARRY | 2,420,783 | $14.3M | 0.46% |
| 11 | NEXTRACKER INC | NXT | 10,000 | $543,700 | 0.02% |