Peconic Partners LLC
- SEC CIK
- 0001050464
- Latest filing
- Aug 14, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 14, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 11
- +4 vs. Q1 2025
- Portfolio value
- $3.12B
- +$1.16B (+59.3%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| PWRQuanta Services, Inc. | COM | 4,996,649 | $1.89B | 60.6% | −300,916−5.7% | Reduced | History |
| DYDycom Industries Inc | COM | 3,817,825 | $933.0M | 29.9% | +105,586+2.8% | Added | History |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 1,000,000 | $81.7M | 2.6% | +1,000,000 | New | – |
| FSLRFirst Solar, Inc. | Stock | 300,000 | $49.7M | 1.6% | +300,000 | New | History |
| RRCRange Resources Corp | COM | 800,000 | $32.5M | 1.0% | +800,000 | New | History |
| GOOGLAlphabet Inc. | Stock | 180,000 | $31.7M | 1.0% | +180,000 | New | History |
| SHLSShoals Technologies Group, Inc. | CL A | 6,975,186 | $29.6M | 1.0% | +3,095,186+79.8% | Added | History |
| AMZNAmazon Com Inc | Stock | 133,980 | $29.4M | 0.9% | +130,000+3,266.3% | Added | History |
| EQTEQT Corp | Stock | 480,000 | $28.0M | 0.9% | +480,000 | New | History |
| ARRYArray Technologies, Inc. | COM SHS | 2,420,783 | $14.3M | 0.5% | +20,783+0.9% | Added | History |
| NXTNextpower Inc. | Stock | 10,000 | $543.7K | <0.1% | +10,000 | New | History |
Sold out since Q1 2025 (2)
Positions held at the end of Q1 2025 that are gone from this filing.