Peconic Partners LLC

CIK Number: 0001050464

3,119.6B
Market Value
7
# of Holdings
9 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 15, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 PWR Quanta Services...
377.47
-0.66% 5.3M +1.90% 1.35B 46.48 68.77% Share
2 DY Dycom Industrie...
268.18
-2.1% 3.71M +1.61% 565.52M 98.18 28.88% Share
3 CZR Caesars Enterta...
25.53
-0.82% 804.84K +59.42% 20.12M 30.28 1.03% Share
4 SHLS Shoals Technolo...
4.59
-5.94% 3.88M +4.86% 12.88M 5.43 0.66% Share
5 ARRY Array Technolog...
6.08
+1.33% 2.4M +100.00% 11.69M 4.87 0.60% Share
6 AMZN Amazon.com, Inc...
230.94
+2.84% 3.98K 0.00% 757.24K 142.89 0.04% Share
7 NEE NextEra Energy,...
72.22
-0.1% 6.49K 0.00% 459.72K 63.38 0.02% Share