Peconic Partners LLC
- SEC CIK
- 0001050464
- Latest filing
- Aug 14, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 14, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 12
- +6 vs. Q3 2024
- Portfolio value
- $2.46B
- +$69.9M (+2.9%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| PWRQuanta Services, Inc. | COM | 5,198,565 | $1.64B | 66.8% | −300,000−5.5% | Reduced | History |
| DYDycom Industries Inc | COM | 3,653,492 | $635.9M | 25.8% | +35,000+1.0% | Added | History |
| UBERUber Technologies, Inc | Stock | 600,000 | $36.2M | 1.5% | +600,000 | New | History |
| CMCSAComcast Corp | Stock | 900,000 | $33.8M | 1.4% | +900,000 | New | History |
| VSTVistra Corp. | Stock | 220,000 | $30.3M | 1.2% | +220,000 | New | History |
| SHLSShoals Technologies Group, Inc. | CL A | 3,700,000 | $20.5M | 0.8% | +3,700,000 | New | History |
| EQTEQT Corp | Stock | 400,000 | $18.4M | 0.7% | +400,000 | New | History |
| CZRCaesars Entertainment, Inc. | COM | 504,844 | $16.9M | 0.7% | +504,844 | New | History |
| NXTNextpower Inc. | Stock | 380,000 | $13.9M | 0.6% | +380,000 | New | History |
| NWLNewell Brands Inc. | Stock | 1,000,000 | $9.96M | 0.4% | +1,000,000 | New | History |
| AMZNAmazon Com Inc | Stock | 3,980 | $873.2K | <0.1% | 00.0% | Unchanged | History |
| NEENextera Energy Inc | Stock | 6,485 | $464.9K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q3 2024 (2)
Positions held at the end of Q3 2024 that are gone from this filing.