PECONIC PARTNERS LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SHLS | 7.05M | $52.28M |
 | PWR | 5.01M | $2.08B |
 | DY | 4.12M | $1.20B |
 | ARRY | 2.13M | $17.37M |
 | AMC | 2.00M | $5.80M |
 | WBD | 1.00M | $19.53M |
 | RRC | 800K | $30.11M |
 | MTZ | 750K | $159.61M |
 | EQT | 580K | $31.57M |
 | FSLR | 100K | $22.05M |
 | AMZN | 4K | $873.89K |
 | GOOGL | 2K | $437.58K |
Shoals Technologies Group, Inc.
SHLS
Shares Held
7.05M
Value
$52.28M
Quanta Services, Inc.
PWR
Shares Held
5.01M
Value
$2.08B
Dycom Industries, Inc.
DY
Shares Held
4.12M
Value
$1.20B
Array Technologies, Inc.
ARRY
Shares Held
2.13M
Value
$17.37M
AMC Entertainment Holdings, Inc.
AMC
Shares Held
2.00M
Value
$5.80M
Warner Bros. Discovery, Inc.
WBD
Shares Held
1.00M
Value
$19.53M
Range Resources Corporation
RRC
Shares Held
800K
Value
$30.11M
MasTec, Inc.
MTZ
Shares Held
750K
Value
$159.61M
EQT Corporation
EQT
Shares Held
580K
Value
$31.57M
First Solar, Inc.
FSLR
Shares Held
100K
Value
$22.05M
Amazon.com, Inc.
AMZN
Shares Held
4K
Value
$873.89K
Alphabet Inc.
GOOGL
Shares Held
2K
Value
$437.58K