The Analysis of PECONIC PARTNERS LLC's Holdings


Currently, PECONIC PARTNERS LLC holds 12 types of securities in its portfolio with a total value $3.6B. In the most recent quarter, they have increased their positions in MTZ (+750.0K shares, valued at $159.6M), DY (+299.5K shares, valued at $87.4M), N/A (+580.0K shares, valued at $31.6M); decreased their positions in FSLR (-200.0K shares, valued at $44.1M), GOOGL (-178.2K shares, valued at $43.3M), AMZN (-130.0K shares, valued at $28.5M); initiated new positions in MTZ (+750.0K shares, valued at $159.6M), N/A (+580.0K shares, valued at $31.6M), WBD (+1.0M shares, valued at $19.5M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
PWR QUANTA SCVS INC5.0M shares0.22%2025-09-302025-11-14history
DY DYCOM INDS INC4.1M shares7.84%2025-09-302025-11-14history
MTZ MASTEC INC750.0K sharesnew addition2025-09-302025-11-14history
SHLS SHOALS TECHNOLOGIES GROUP IN7.1M shares1.14%2025-09-302025-11-14history
EQT CORP EQT CORP580.0K sharesnew addition2025-09-302025-11-14history
RRC RANGE RES CORP800.0K shares0.00%2025-09-302025-11-14history
FSLR FIRST SOLAR INC100.0K shares-66.67%2025-09-302025-11-14history
WBD WARNER BROS DISCOVERY INC1.0M sharesnew addition2025-09-302025-11-14history
Sponsored
ARRY ARRAY TECHNOLOGIES INC2.1M shares-11.98%2025-09-302025-11-14history
AMC AMC ENTMT HLDGS INC2.0M sharesnew addition2025-09-302025-11-14history
AMZN AMAZON COM INC4.0K shares-97.03%2025-09-302025-11-14history
GOOGL ALPHABET INC1.8K shares-99.00%2025-09-302025-11-14history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available