PECONIC PARTNERS LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PWR | 5.01M | $2.75B |
 | DY | 4.11M | $1.39B |
 | MTZ | 3.58M | $1.15B |
 | FCX | 3.32M | $194.98M |
 | AMC | 3.00M | $2.94M |
 | AMZN | 953K | $198.57M |
 | CNK | 400K | $11.41M |
 | FSLR | 395K | $77.92M |
 | GOOGL | 2K | $517.61K |
Quanta Services, Inc.
PWR
Shares Held
5.01M
Value
$2.75B
Dycom Industries, Inc.
DY
Shares Held
4.11M
Value
$1.39B
MasTec, Inc.
MTZ
Shares Held
3.58M
Value
$1.15B
Freeport-McMoRan Inc.
FCX
Shares Held
3.32M
Value
$194.98M
AMC Entertainment Holdings, Inc.
AMC
Shares Held
3.00M
Value
$2.94M
Amazon.com, Inc.
AMZN
Shares Held
953K
Value
$198.57M
Cinemark Holdings, Inc.
CNK
Shares Held
400K
Value
$11.41M
First Solar, Inc.
FSLR
Shares Held
395K
Value
$77.92M
Alphabet Inc.
GOOGL
Shares Held
2K
Value
$517.61K