PECONIC PARTNERS LLC: 13F holdings
CIK 10504642026Q2
| Positions | 8 |
|---|
| Reported value | $8.0bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 8 (-1 vs prior quarter) |
|---|
| Reported value | $8.0bn (+39.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| PWR QUANTA SCVS INC | 4,720,847 | $3.4bn | 42.3% |
| DY DYCOM INDS INC | 4,443,320 | $2.2bn | 27.9% |
| MTZ MASTEC INC | 3,678,431 | $1.5bn | 19.0% |
| FCX FREEPORT-MCMORAN INC | 3,917,068 | $246.3m | 3.1% |
| AMC AMC ENTMT HLDGS INC | 32,000,000 | $60.8m | 0.8% |
| CNK CINEMARK HLDGS INC | 1,201,917 | $38.1m | 0.5% |
| GOOGL ALPHABET INC | 1,800 | $643,266 | 0.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1050464")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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