Investor Details
| Filer Name: | PECONIC PARTNERS LLC |
|---|---|
| CIK: | 1050464 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-14 |
| Number of Holdings: | 12 |
| Portfolio Value: | $2.46B |
Peconic Partners Llc Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| PWR | US | QUANTA SERVICES INC | 5,198,565 | $1,643M | 66.78% | -5.5% | - |
| DY | US | DYCOM INDUSTRIES INC | 3,653,492 | $636M | 25.85% | 1.0% | - |
| UBER | US | UBER TECHNOLOGIES INC | 600,000 | $36M | 1.47% | 100.0% | - |
| CMCSA | US | COMCAST CORP-CLASS A | 900,000 | $34M | 1.37% | 100.0% | - |
| VST | US | VISTRA CORP | 220,000 | $30M | 1.23% | 100.0% | - |
| SHLS | US | SHOALS TECHNOLOGIES GROUP -A | 3,700,000 | $20M | 0.83% | 100.0% | - |
| 26884l109 | - | EQT CORP COM | 400,000 | $18M | 0.75% | 100.0% | - |
| CZR | US | CAESARS ENTERTAINMENT INC | 504,844 | $17M | 0.69% | 100.0% | - |
| NXT | US | NEXTRACKER INC-CL A | 380,000 | $14M | 0.56% | 100.0% | - |
| NWL | US | NEWELL BRANDS INC | 1,000,000 | $10M | 0.40% | 100.0% | - |
| AMZN | US | AMAZON.COM INC | 3,980 | $1M | 0.04% | - | - |
| 65339f101 | - | NEXTERA ENERGY INC | 6,485 | $0M | 0.02% | - | - |