account_balance
Investment manager · 13F filer · SEC CIK 1050464
Peconic Partners LLC
Reported value$7.52Bas of Jun 30, 2026
Positions7 0 new, 2 sold out
Top 10 weight100%PWR alone is 45%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
PWR
Quanta Scvs INC
45.2%Trimmed
DY
Dycom Inds INC
29.9%Added
MTZ
Mastec INC
20.3%Added
FCX
Freeport-mcmoran INC
3.3%Added
AMC
0.8%
CNK
0.5%
GOOGL
0.0%
Box size is the share of the fund's reported holdings. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
What changed