Peconic Partners LLC Holdings & Portfolio - 13F Filings Analysis - Stocknear

Peconic Partners LLC

CIK Number: 0001050464

3.12B
Market Value
11
# of Holdings
9 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Aug 14, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 PWR Quanta Services...
421.01
+0.09% 5M -5.68% 1.89B 46.48 60.56% Share
2 DY Dycom Industrie...
291.70
+0.01% 3.82M +2.84% 933.04M 102.22 29.91% Share
3 XLU Utilities Selec...
87.89
-0.18% 1M +100.00% 81.66M 81.66 2.62% Share
4 FSLR First Solar, In...
232.13
+3.25% 300K +100.00% 49.66M 165.54 1.59% Share
5 RRC Range Resources...
38.58
-2.91% 800K +100.00% 32.54M 40.67 1.04% Share
6 GOOGL Alphabet Inc.
245.69
+0.32% 180K +100.00% 31.72M 176.23 1.02% Share
7 SHLS Shoals Technolo...
8.91
+12.36% 6.98M +79.77% 29.64M 4.9 0.95% Share
8 AMZN Amazon.com, Inc...
222.41
+0.81% 133.98K +3.27K% 29.39M 217.12 0.94% Share
9 EQT EQT Corporation
55.76
-0.72% 480K +100.00% 27.99M 58.32 0.90% Share
10 ARRY Array Technolog...
8.76
-3.84% 2.42M +0.87% 14.28M 4.88 0.46% Share
11 NXT Nextracker Inc.
79.36
+4.95% 10K +100.00% 543.7K 54.37 0.02% Share