Stock Taper 
PECONIC PARTNERS LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 AMC Entertainment Holdings, Inc. | AMC | 32M | $60.8M |
 Quanta Services, Inc. | PWR | 4.72M | $3.4B |
 Dycom Industries, Inc. | DY | 4.44M | $2.25B |
 Freeport-McMoRan Inc. | FCX | 3.92M | $246.34M |
 MasTec, Inc. | MTZ | 3.68M | $1.53B |
 Cinemark Holdings, Inc. | CNK | 1.2M | $38.14M |
 Alphabet Inc. | GOOGL | 1.8K | $643.27K |