Q1 2025 · 13F-HR
PECONIC PARTNERS LLCholdings as filed
Filed 2025-05-15 · accession 0001855205-25-000032
$1.96B
Reported value
7
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 74762E102 | QURE | QUANTA SCVS INC | $1.35B | 68.8% | 5,297,565 | Common | SOLE |
| 267475101 | DY | DYCOM INDS INC | $565.5M | 28.9% | 3,712,239 | Common | SOLE |
| 12769G100 | CZR | CAESARS ENTERTAINMENT INC NE | $20.1M | 1.03% | 804,844 | Common | SOLE |
| 82489W107 | SHLS | SHOALS TECHNOLOGIES GROUP IN | $12.9M | 0.66% | 3,880,000 | Common | SOLE |
| 04271T100 | ARRY | ARRAY TECHNOLOGIES INC | $11.7M | 0.60% | 2,400,000 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $757,235 | 0.04% | 3,980 | Common | SOLE |
| 65339f101 | — | NEXTERA ENERGY INC | $459,722 | 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.