PECONIC PARTNERS LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
PP PECONIC PARTNERS LLC | Institutional Filer | ▲ 37.37% | $5.78B | 9 |
Current Portfolio Holdings
Showing all 9 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | PWR | Quanta Services, Inc. | Industrials | 5.0M | $2.75B | 47.56% |
| 2 | DY | Dycom Industries, Inc. | Industrials | 4.1M | $1.39B | 24.11% |
| 3 | MTZ | MasTec, Inc. | Industrials | 3.6M | $1.15B | 19.92% |
| 4 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 953K | $198.6M | 3.43% |
| 5 | FCX | Freeport-McMoRan Inc. | Basic Materials | 3.3M | $195.0M | 3.37% |
| 6 | FSLR | First Solar, Inc. | Energy | 395K | $77.9M | 1.35% |
| 7 | NaN | CINEMARK HLDGS INC | — | 400K | $11.4M | 0.20% |
| 8 | AMC | AMC Entertainment Holdings, Inc. | Communication Services | 3.0M | $2.9M | 0.05% |
| 9 | GOOGL | Alphabet Inc. | Technology | 2K | $518K | 0.01% |
Showing 1 to 9 of 9 holdings