Peconic Partners LLC

CIK Number: 0001050464

2.46B
Market Value
12
# of Holdings
7 months
Avg. Holding Period
14.29%
Win Rate
100.06%
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 PWR Quanta Services...
267.30
-0.8% 5.2M -5.46% 1.64B 42.52 66.78%
2 DY Dycom Industrie...
155.04
+1.79% 3.65M +0.97% 635.93M 97.31 25.85%
3 UBER Uber Technologi...
75.27
+3.02% 600K +100.00% 36.19M 60.32 1.47%
4 CMCSA Comcast Corpora...
33.97
+1.25% 900K +100.00% 33.78M 37.53 1.37%
5 VST Vistra Corp.
115.27
-0.52% 220K +100.00% 30.33M 137.87 1.23%

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