Peconic Partners LLC
- SEC CIK
- 0001050464
- Latest filing
- Aug 14, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Aug 14, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 11
- +1 vs. Q1 2024
- Portfolio value
- $2.33B
- +$80.9M (+3.6%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| PWRQuanta Services, Inc. | COM | 5,598,565 | $1.42B | 61.0% | 00.0% | Unchanged | History |
| DYDycom Industries Inc | COM | 3,627,655 | $612.2M | 26.2% | +31,073+0.9% | Added | History |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 4,342,000 | $81.3M | 3.5% | +842,000+24.1% | Added | History |
| MUMicron Technology Inc | Stock | 591,000 | $77.7M | 3.3% | −184,000−23.7% | Reduced | History |
| MTZMastec Inc | COM | 481,720 | $51.5M | 2.2% | +481,720 | New | History |
| iShares Tr464287432 | 20 YR TR BD ETF | 399,900 | $36.7M | 1.6% | +399,900 | New | – |
| DDominion Energy, Inc | Stock | 600,000 | $29.4M | 1.3% | +600,000 | New | History |
| DUKDuke Energy CORP | Stock | 200,000 | $20.0M | 0.9% | +200,000 | New | History |
| AMZNAmazon Com Inc | Stock | 3,980 | $769.1K | <0.1% | 00.0% | Unchanged | History |
| NEENextera Energy Inc | Stock | 6,485 | $459.2K | <0.1% | −243,515−97.4% | Reduced | History |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 2,925 | $199.3K | <0.1% | −1,608,559−99.8% | Reduced | – |
Sold out since Q1 2024 (3)
Positions held at the end of Q1 2024 that are gone from this filing.