Peconic Partners LLC
- SEC CIK
- 0001050464
- Latest filing
- Aug 14, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Nov 14, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 12
- +1 vs. Q2 2025
- Portfolio value
- $3.62B
- +$496.6M (+15.9%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| PWRQuanta Services, Inc. | COM | 5,007,840 | $2.08B | 57.4% | +11,191+0.2% | Added | History |
| DYDycom Industries Inc | COM | 4,117,320 | $1.20B | 33.2% | +299,495+7.8% | Added | History |
| MTZMastec Inc | COM | 750,000 | $159.6M | 4.4% | +750,000 | New | History |
| SHLSShoals Technologies Group, Inc. | CL A | 7,054,803 | $52.3M | 1.4% | +79,617+1.1% | Added | History |
| EQTEQT Corp | Stock | 580,000 | $31.6M | 0.9% | +100,000+20.8% | Added | History |
| RRCRange Resources Corp | COM | 800,000 | $30.1M | 0.8% | 00.0% | Unchanged | History |
| FSLRFirst Solar, Inc. | Stock | 100,000 | $22.1M | 0.6% | −200,000−66.7% | Reduced | History |
| WBDWarner Bros. Discovery, Inc. | Stock | 1,000,000 | $19.5M | 0.5% | +1,000,000 | New | History |
| ARRYArray Technologies, Inc. | COM SHS | 2,130,783 | $17.4M | 0.5% | −290,000−12.0% | Reduced | History |
| AMCAMC Entertainment Holdings, Inc. | CL A NEW | 2,000,000 | $5.80M | 0.2% | +2,000,000 | New | History |
| AMZNAmazon Com Inc | Stock | 3,980 | $873.9K | <0.1% | −130,000−97.0% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 1,800 | $437.6K | <0.1% | −178,200−99.0% | Reduced | History |
Sold out since Q2 2025 (2)
Positions held at the end of Q2 2025 that are gone from this filing.