PECONIC PARTNERS LLC
Top Portfolio Positions
8 positions ·
$5,769,323,885 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| PWR |
Quanta Services, Inc.
Industrials
|
5,007,840 | $2,749,404,316 | 47.66% |
| DY |
Dycom Industries Inc
Industrials
|
4,113,320 | $1,393,675,082 | 24.16% |
| MTZ |
Mastec Inc
Industrials
|
3,578,431 | $1,151,324,389 | 19.96% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
953,414 | $198,567,533 | 3.44% |
| FCX |
Freeport-Mcmoran Inc
Basic Materials
|
3,317,068 | $194,977,257 | 3.38% |
| FSLR |
First Solar, Inc.
Technology
|
395,000 | $77,917,700 | 1.35% |
| AMC |
Amc Entertainment Holdings, Inc.
Communication Services
|
3,000,000 | $2,940,000 | 0.05% |
| GOOGL |
Alphabet Inc.
Communication Services
|
1,800 | $517,608 | 0.01% |
Holdings in DY
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,393,675,082 | 4,113,320 | Shares | Sole | 2026-05-15 | |
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