PECONIC PARTNERS LLC Q2 2024 Filing
Filed August 14, 2024
Portfolio Value
$2.3T
Holdings
11
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (11 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PWRQUANTA SCVS INC | 5,598,565 | $1.4T | 60.98% | |
| 2 | DYDYCOM INDS INC | 3,627,655 | $612.2B | 26.24% | |
| 3 | CCLCARNIVAL CORP | 4,342,000 | $81.3B | 3.48% | |
| 4 | MUMICRON TECHNOLOGY INC | 591,000 | $77.7B | 3.33% | |
| 5 | MTZMASTEC INC | 481,720 | $51.5B | 2.21% | |
| 6 | TLTISHARES TR | 399,900 | $36.7B | 1.57% | |
| 7 | DDOMINION ENERGY INC | 600,000 | $29.4B | 1.26% | |
| 8 | DUKDUKE ENERGY CORP NEW | 200,000 | $20.0B | 0.86% | |
| 9 | AMZNAMAZON COM INC | 3,980 | $769.1M | 0.03% | |
| 10 | NEENEXTERA ENERGY INC | 6,485 | $459.2M | 0.02% | |
| 11 | XLUSELECT SECTOR SPDR TR | 2,925 | $199.3M | 0.01% |