PECONIC PARTNERS LLC Q1 2023 Filing
Filed May 15, 2023
Portfolio Value
$1762.3T
Holdings
34
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (34 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PWRQUANTA SCVS INC | 5,563,365 | $927.1T | 52.61% | |
| 2 | WCCWESCO INTL INC | 2,485,143 | $384.1T | 21.79% | |
| 3 | DYDYCOM INDS INC | 2,690,382 | $252.0T | 14.30% | |
| 4 | UBERUBER TECHNOLOGIES INC | 2,980,437 | $94.5T | 5.36% | |
| 5 | RHRH | 88,100 | $27.9T | 1.58% | |
| 6 | SBACSBA COMMUNICATIONS CORP NEW | 62,359 | $16.3T | 0.92% | |
| 7 | RIOTRIOT PLATFORMS INC | 1,500,000 | $15.0T | 0.85% | |
| 8 | CLFCLEVELAND-CLIFFS INC NEW | 500,000 | $9.2T | 0.52% | |
| 9 | FCXFREEPORT-MCMORAN INC | 215,000 | $8.8T | 0.50% | |
| 10 | FANGDIAMONDBACK ENERGY INC | 43,360 | $5.9T | 0.33% | |
| 11 | SMGSCOTTS MIRACLE-GRO CO | 50,000 | $3.5T | 0.20% | |
| 12 | TECK/BTECK RESOURCES LTD | 70,000 | $2.6T | 0.14% | |
| 13 | ABBVABBVIE INC | 15,000 | $2.4T | 0.14% | |
| 14 | CSCOCISCO SYS INC | 40,000 | $2.1T | 0.12% | |
| 15 | NXPINXP SEMICONDUCTORS N V | 10,000 | $1.9T | 0.11% | |
| 16 | XIFRNEXTERA ENERGY PARTNERS LP | 20,000 | $1.2T | 0.07% | |
| 17 | GMGENERAL MTRS CO | 30,234 | $1.1T | 0.06% | |
| 18 | DENEURDENBURY INC | 10,000 | $876.3B | 0.05% | |
| 19 | XLFISELECT SECTOR SPDR TR | 10,000 | $828.3B | 0.05% | |
| 20 | AMRALPHA METALLURGICAL RESOUR I | 5,000 | $780.0B | 0.04% | |
| 21 | ARCH1USDARCH RESOURCES INC | 5,000 | $657.3B | 0.04% | |
| 22 | GTLSCHART INDS INC | 5,000 | $627.0B | 0.04% | |
| 23 | 8CWCROWN CASTLE INTL CORP NEW | 4,126 | $552.2B | 0.03% | |
| 24 | HCCWARRIOR MET COAL INC | 15,000 | $550.6B | 0.03% | |
| 25 | MTDRMATADOR RES CO | 10,000 | $476.5B | 0.03% | |
| 26 | NEENEXTERA ENERGY INC | 5,200 | $400.8B | 0.02% | |
| 27 | AAPLAPPLE INC | 2,200 | $362.8B | 0.02% | |
| 28 | BTUPEABODY ENERGY CORP | 10,000 | $256.0B | 0.01% | |
| 29 | IDXXIDEXX LABS INC | 440 | $220.0B | 0.01% | |
| 30 | MSFTMICROSOFT CORP | 400 | $115.3B | 0.01% | |
| 31 | PYPLPAYPAL HLDGS INC | 1,500 | $113.9B | 0.01% | |
| 32 | SHOPSHOPIFY INC | 1,930 | $92.5B | 0.01% | |
| 33 | ZTSZOETIS INC | 550 | $91.5B | 0.01% | |
| 34 | VMEO*VIMEO INC | 1,786 | $6.8B | 0.00% |