PECONIC PARTNERS LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PWR | 5.01M | $2.11B |
 | DY | 4.11M | $1.39B |
 | AMC | 3.00M | $4.68M |
 | FCX | 2.00M | $101.58M |
 | MTZ | 1.60M | $347.79M |
 | RRC | 800K | $28.21M |
 | EQT | 580K | $31.09M |
 | CTRA | 400K | $10.53M |
 | CNK | 400K | $9.30M |
 | AMZN | 304K | $70.16M |
 | DVN | 300K | $10.99M |
 | AR | 300K | $10.34M |
 | FSLR | 295K | $77.06M |
 | SLAB | 30K | $3.92M |
 | GOOGL | 2K | $563.40K |
Quanta Services, Inc.
PWR
Shares Held
5.01M
Value
$2.11B
Dycom Industries, Inc.
DY
Shares Held
4.11M
Value
$1.39B
AMC Entertainment Holdings, Inc.
AMC
Shares Held
3.00M
Value
$4.68M
Freeport-McMoRan Inc.
FCX
Shares Held
2.00M
Value
$101.58M
MasTec, Inc.
MTZ
Shares Held
1.60M
Value
$347.79M
Range Resources Corporation
RRC
Shares Held
800K
Value
$28.21M
EQT Corporation
EQT
Shares Held
580K
Value
$31.09M
Coterra Energy Inc.
CTRA
Shares Held
400K
Value
$10.53M
Cinemark Holdings, Inc.
CNK
Shares Held
400K
Value
$9.30M
Amazon.com, Inc.
AMZN
Shares Held
304K
Value
$70.16M
Devon Energy Corporation
DVN
Shares Held
300K
Value
$10.99M
Antero Resources Corporation
AR
Shares Held
300K
Value
$10.34M
First Solar, Inc.
FSLR
Shares Held
295K
Value
$77.06M
Silicon Laboratories Inc.
SLAB
Shares Held
30K
Value
$3.92M
Alphabet Inc.
GOOGL
Shares Held
2K
Value
$563.40K