PECONIC PARTNERS LLC Q3 2023 Filing
Filed November 14, 2023
Portfolio Value
$1715.9T
Holdings
8
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (8 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PWRQUANTA SCVS INC | 5,528,365 | $1034.2T | 60.27% | |
| 2 | WCCWESCO INTL INC | 2,450,348 | $352.4T | 20.54% | |
| 3 | DYDYCOM INDS INC | 3,244,047 | $288.7T | 16.83% | |
| 4 | MTZMASTEC INC | 301,047 | $21.7T | 1.26% | |
| 5 | CNKCINEMARK HLDGS INC | 300,000 | $5.5T | 0.32% | |
| 6 | UBERUBER TECHNOLOGIES INC | 110,330 | $5.1T | 0.30% | |
| 7 | AMZNAMAZON COM INC | 37,915 | $4.8T | 0.28% | |
| 8 | SGSWEETGREEN INC | 300,000 | $3.5T | 0.21% |