Investor
PECONIC PARTNERS LLC
CIK 0001050464 · filed 2026-05-15 · SEC filing
13F book
$5.78B
Positions
9
0 new · 6 sold
Largest name
47.6%
Quanta Svcs Inc
Est. mark
$797.1M
Price effect on 9 names still held. Flow $775.6M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Quanta Svcs Inc | — | 5.01M | $2.75B | 47.6% | $635.8M | Held |
| Dycom Inds Inc | — | 4.11M | $1.39B | 24.1% | $3.78M | Added$5.47M |
| Mastec Inc | MTZ | 3.58M | $1.15B | 19.9% | $167M | Added$803.5M |
| Amazon Com Inc | AMZN | 953.4K | $198.6M | 3.4% | −$6.85M | Added$128.4M |
| Freeport-Mcmoran Inc | FCX | 3.32M | $195M | 3.4% | $16M | Added$93.4M |
| First Solar, Inc. | FSLR | 395K | $77.9M | 1.3% | −$18.9M | Added$854.9K |
| Cinemark Hldgs Inc | — | 400K | $11.4M | 0.2% | $2.11M | Held |
| Amc Entmt Hldgs Inc | — | 3M | $2.94M | 0.1% | −$1.74M | Held |
| Alphabet Inc | — | 1.8K | $517.6K | 0.0% | −$45.8K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.