Peconic Partners LLC
- SEC CIK
- 0001050464
- Latest filing
- Aug 14, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Feb 14, 2024. Long positions only; changes compare share counts with Q3 2023.
- Positions
- 9
- +1 vs. Q3 2023
- Portfolio value
- $2.08B
- +$367.2M (+21.4%) vs. Q3 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| PWRQuanta Services, Inc. | COM | 5,528,365 | $1.19B | 57.3% | 00.0% | Unchanged | History |
| WCCWesco International Inc | COM | 2,450,348 | $426.1M | 20.5% | 00.0% | Unchanged | History |
| DYDycom Industries Inc | COM | 3,265,682 | $375.8M | 18.0% | +21,635+0.7% | Added | History |
| CLFCleveland-Cliffs Inc. | COM | 2,074,927 | $42.4M | 2.0% | +2,074,927 | New | History |
| AMZNAmazon Com Inc | Stock | 102,915 | $15.6M | 0.8% | +65,000+171.4% | Added | History |
| GOOGLAlphabet Inc. | Stock | 100,000 | $14.0M | 0.7% | +100,000 | New | History |
| MUMicron Technology Inc | Stock | 100,000 | $8.53M | 0.4% | +100,000 | New | History |
| CNKCinemark Holdings, Inc. | COM | 500,000 | $7.04M | 0.3% | +200,000+66.7% | Added | History |
| UBERUber Technologies, Inc | Stock | 10,330 | $636.0K | <0.1% | −100,000−90.6% | Reduced | History |
Sold out since Q3 2023 (2)
Positions held at the end of Q3 2023 that are gone from this filing.