PECONIC PARTNERS LLC Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$2.0T
Holdings
7
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (7 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PWRQUANTA SCVS INC | 5,297,565 | $1.3T | 68.77% | |
| 2 | DYDYCOM INDS INC | 3,712,239 | $565.5B | 28.88% | |
| 3 | CZRCAESARS ENTERTAINMENT INC NE | 804,844 | $20.1B | 1.03% | |
| 4 | SHLSSHOALS TECHNOLOGIES GROUP IN | 3,880,000 | $12.9B | 0.66% | |
| 5 | ARRYARRAY TECHNOLOGIES INC | 2,400,000 | $11.7B | 0.60% | |
| 6 | AMZNAMAZON COM INC | 3,980 | $757.2M | 0.04% | |
| 7 | NEENEXTERA ENERGY INC | 6,485 | $459.7M | 0.02% |