PECONIC PARTNERS LLC Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$3.6T
Holdings
12
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (12 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PWRQUANTA SCVS INC | 5,007,840 | $2.1T | 57.39% | |
| 2 | DYDYCOM INDS INC | 4,117,320 | $1.2T | 33.22% | |
| 3 | MTZMASTEC INC | 750,000 | $159.6B | 4.41% | |
| 4 | SHLSSHOALS TECHNOLOGIES GROUP IN | 7,054,803 | $52.3B | 1.45% | |
| 5 | EQTEQT CORP | 580,000 | $31.6B | 0.87% | |
| 6 | RRCRANGE RES CORP | 800,000 | $30.1B | 0.83% | |
| 7 | FSLRFIRST SOLAR INC | 100,000 | $22.1B | 0.61% | |
| 8 | WBDWARNER BROS DISCOVERY INC | 1,000,000 | $19.5B | 0.54% | |
| 9 | ARRYARRAY TECHNOLOGIES INC | 2,130,783 | $17.4B | 0.48% | |
| 10 | AMCAMC ENTMT HLDGS INC | 2,000,000 | $5.8B | 0.16% | |
| 11 | AMZNAMAZON COM INC | 3,980 | $873.9M | 0.02% | |
| 12 | GOOGLALPHABET INC | 1,800 | $437.6M | 0.01% |