Q3 2023 · 13F-HR
PECONIC PARTNERS LLCholdings as filed
Filed 2023-11-14 · accession 0001050464-23-000013
$1.72B
Reported value
8
Positions
2023-09-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 74762E102 | QURE | QUANTA SCVS INC | $1.03B | 60.3% | 5,528,365 | Common | SOLE |
| 95082P105 | WCC | WESCO INTL INC | $352.4M | 20.5% | 2,450,348 | Common | SOLE |
| 267475101 | DY | DYCOM INDS INC | $288.7M | 16.8% | 3,244,047 | Common | SOLE |
| 576323109 | MTZ | MASTEC INC | $21.7M | 1.26% | 301,047 | Common | SOLE |
| 17243v102 | — | CINEMARK HLDGS INC | $5.5M | 0.32% | 300,000 | Common | SOLE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $5.1M | 0.30% | 110,330 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $4.8M | 0.28% | 37,915 | Common | SOLE |
| 87043Q108 | SG | SWEETGREEN INC | $3.5M | 0.21% | 300,000 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.