Q4 2024 · 13F-HR
PECONIC PARTNERS LLCholdings as filed
Filed 2025-02-14 · accession 0001855205-25-000017
$2.46B
Reported value
12
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 74762E102 | QURE | QUANTA SCVS INC | $1.64B | 66.8% | 5,198,565 | Common | SOLE |
| 267475101 | DY | DYCOM INDS INC | $635.9M | 25.8% | 3,653,492 | Common | SOLE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $36.2M | 1.47% | 600,000 | Common | SOLE |
| 20030N101 | CMCSA | COMCAST CORP NEW | $33.8M | 1.37% | 900,000 | Common | SOLE |
| 92840M102 | VST | VISTRA CORP | $30.3M | 1.23% | 220,000 | Common | SOLE |
| 82489W107 | SHLS | SHOALS TECHNOLOGIES GROUP IN | $20.5M | 0.83% | 3,700,000 | Common | SOLE |
| 26884l109 | — | EQT CORP | $18.4M | 0.75% | 400,000 | Common | SOLE |
| 12769G100 | CZR | CAESARS ENTERTAINMENT INC NE | $16.9M | 0.69% | 504,844 | Common | SOLE |
| 65290E101 | NXT | NEXTRACKER INC | $13.9M | 0.56% | 380,000 | Common | SOLE |
| 651229106 | NWL | NEWELL BRANDS INC | $10.0M | 0.40% | 1,000,000 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $873,172 | 0.04% | 3,980 | Common | SOLE |
| 65339f101 | — | NEXTERA ENERGY INC | $464,910 | 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.