Q3 2024 · 13F-HR
PECONIC PARTNERS LLCholdings as filed
Filed 2024-11-14 · accession 0001855205-24-000059
$2.39B
Reported value
6
Positions
2024-09-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 74762E102 | QURE | QUANTA SCVS INC | $1.64B | 68.6% | 5,498,565 | Common | SOLE |
| 267475101 | DY | DYCOM INDS INC | $713.2M | 29.8% | 3,618,492 | Common | SOLE |
| 464287234 | EEM | ISHARES TR | $27.5M | 1.15% | 600,000 | Common | SOLE |
| 459200101 | IBM | INTERNATIONAL BUSINESS MACHS | $8.8M | 0.37% | 40,000 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $741,593 | 0.03% | 3,980 | Common | SOLE |
| 65339f101 | — | NEXTERA ENERGY INC | $548,177 | 0.02% | 6,485 | 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.