Peconic Partners LLC
- SEC CIK
- 0001050464
- 最新申報
- 2026/8/14
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/17 申報。只含多頭部位。
- 持股檔數
- 57
- 2020 年第 4 季沒有 13F 資料
- 總值
- $9.53 億
- 2020 年第 4 季沒有 13F 資料
Livermore 的 13F 資料從 2021 年第 1 季開始，這一季沒有前一季可以比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| PWRQuanta Services, Inc. | COM | 5,682,654 | $5.00 億 | 52.4% | – | – | 歷史 |
| WCCWesco International Inc | COM | 1,740,716 | $1.51 億 | 15.8% | – | – | 歷史 |
| DYDycom Industries Inc | COM | 727,665 | $6,756 萬 | 7.1% | – | – | 歷史 |
| MTZMastec Inc | COM | 426,557 | $3,997 萬 | 4.2% | – | – | 歷史 |
| CLFCleveland-Cliffs Inc. | COM | 1,800,000 | $3,620 萬 | 3.8% | – | – | 歷史 |
| TECKTeck Resources Ltd | CL B | 1,707,900 | $3,276 萬 | 3.4% | – | – | 歷史 |
| SBACSba Communications Corp | CL A | 73,974 | $2,053 萬 | 2.2% | – | – | 歷史 |
| VISNVistance Networks, Inc. | COM | 823,653 | $1,265 萬 | 1.3% | – | – | 歷史 |
| CBRLCracker Barrel Old Country Store, Inc | COM | 66,500 | $1,150 萬 | 1.2% | – | – | 歷史 |
| SLABSilicon Laboratories Inc. | Stock | 80,104 | $1,130 萬 | 1.2% | – | – | 歷史 |
| TWTRTwitter, Inc. | COM | 170,000 | $1,082 萬 | 1.1% | – | – | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 322,000 | $1,060 萬 | 1.1% | – | – | 歷史 |
| IMAXImax Corp | COM | 430,000 | $864.3 萬 | 0.9% | – | – | 歷史 |
| ETRNMidstream Co LLC | COM | 1,055,026 | $860.9 萬 | 0.9% | – | – | 歷史 |
| CAKECheesecake Factory Inc | COM | 72,337 | $423.2 萬 | 0.4% | – | – | 歷史 |
| DRIDarden Restaurants Inc | COM | 28,597 | $406.1 萬 | 0.4% | – | – | 歷史 |
| CCICrown Castle Inc. | REIT | 17,500 | $301.2 萬 | 0.3% | – | – | 歷史 |
| CCitigroup Inc | Stock | 30,000 | $218.3 萬 | 0.2% | – | – | 歷史 |
| CVXChevron Corp | Stock | 20,000 | $209.6 萬 | 0.2% | – | – | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 10,000 | $201.3 萬 | 0.2% | – | – | 歷史 |
| XIFRXPLR Infrastructure, LP | COM UNIT PART IN | 20,000 | $145.8 萬 | 0.2% | – | – | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 10,000 | $132.8 萬 | 0.1% | – | – | – |
| iShares Tr464287556 | ISHARES BIOTECH | 7,500 | $112.9 萬 | 0.1% | – | – | – |
| Advisorshares Tr00768Y453 | PURE US CANN ETF | 20,000 | $84.8 萬 | 0.1% | – | – | – |
| GMGeneral Motors Co | COM | 11,928 | $68.5 萬 | 0.1% | – | – | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 10,000 | $49.1 萬 | 0.1% | – | – | – |
| AAPLApple Inc. | Stock | 4,000 | $48.9 萬 | 0.1% | – | – | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 1,000 | $47.3 萬 | <0.1% | – | – | 歷史 |
| IAC Interactivecorp New44891N109 | COM | 2,000 | $43.3 萬 | <0.1% | – | – | – |
| PRIMPrimoris Services Corp | Stock | 12,500 | $41.4 萬 | <0.1% | – | – | 歷史 |
| EQIXEquinix Inc | COM | 600 | $40.8 萬 | <0.1% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 2,165 | $39.9 萬 | <0.1% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 5,200 | $39.3 萬 | <0.1% | – | – | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 800 | $39.1 萬 | <0.1% | – | – | 歷史 |
| SHOPShopify Inc. | Stock | 350 | $38.7 萬 | <0.1% | – | – | 歷史 |
| EOGEOG Resources Inc | Stock | 5,000 | $36.3 萬 | <0.1% | – | – | 歷史 |
| AMTAmerican Tower Corp | REIT | 1,500 | $35.9 萬 | <0.1% | – | – | 歷史 |
| WTERAlkaline Water Co Inc | COM NEW | 300,000 | $32.7 萬 | <0.1% | – | – | 歷史 |
| Aphria Inc03765K104 | COM | 15,000 | $27.6 萬 | <0.1% | – | – | – |
| SPLKSplunk Inc | COM | 2,000 | $27.1 萬 | <0.1% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 125 | $25.8 萬 | <0.1% | – | – | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 1,100 | $24.3 萬 | <0.1% | – | – | – |
| Advisorshares Tr00768Y495 | PURE CANNABIS | 10,000 | $23.6 萬 | <0.1% | – | – | – |
| SWNSouthwestern Energy Co | COM | 50,000 | $23.3 萬 | <0.1% | – | – | 歷史 |
| VTRSViatris Inc | Stock | 15,000 | $21.0 萬 | <0.1% | – | – | 歷史 |
| FANGDiamondback Energy, Inc. | Stock | 2,500 | $18.4 萬 | <0.1% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 3,000 | $17.4 萬 | <0.1% | – | – | 歷史 |
| ZTSZoetis Inc. | Stock | 1,000 | $15.7 萬 | <0.1% | – | – | 歷史 |
| VMCVulcan Materials CO | COM | 800 | $13.5 萬 | <0.1% | – | – | 歷史 |
| CONECyrusOne Holdco LLC | COM | 2,000 | $13.5 萬 | <0.1% | – | – | 歷史 |
| MLMMartin Marietta Materials Inc | COM | 400 | $13.4 萬 | <0.1% | – | – | 歷史 |
| ATRSAntares Pharma, Inc. | COM | 25,000 | $10.3 萬 | <0.1% | – | – | 歷史 |
| BOHBank of Hawaii Corp | COM | 1,100 | $9.80 萬 | <0.1% | – | – | 歷史 |
| FNBFNB Corp | COM | 7,500 | $9.50 萬 | <0.1% | – | – | 歷史 |
| CVETCovetrus, Inc. | COM | 3,000 | $9.00 萬 | <0.1% | – | – | 歷史 |
| FTKFlotek Industries Inc | COM | 40,000 | $6.70 萬 | <0.1% | – | – | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 228 | $3.90 萬 | <0.1% | – | – | 歷史 |