PECONIC PARTNERS LLC Q4 2022 Filing
Filed February 14, 2023
Portfolio Value
$1.5T
Holdings
33
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (33 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PWRQUANTA SCVS INC | 5,562,947 | $807.0B | 52.07% | |
| 2 | WCCWESCO INTL INC | 2,485,143 | $311.1B | 20.08% | |
| 3 | DYDYCOM INDS INC | 2,519,892 | $235.9B | 15.22% | |
| 4 | GMGENERAL MTRS CO | 2,035,858 | $68.5B | 4.42% | |
| 5 | UBERUBER TECHNOLOGIES INC | 1,671,700 | $41.3B | 2.67% | |
| 6 | MTZMASTEC INC | 234,300 | $20.0B | 1.29% | |
| 7 | SBACSBA COMMUNICATIONS CORP NEW | 62,359 | $17.5B | 1.13% | |
| 8 | CZRCAESARS ENTERTAINMENT INC NE | 180,447 | $7.5B | 0.48% | |
| 9 | FANGDIAMONDBACK ENERGY INC | 50,000 | $6.8B | 0.44% | |
| 10 | PENNPENN ENTERTAINMENT INC | 190,000 | $5.6B | 0.36% | |
| 11 | ENPHENPHASE ENERGY INC | 20,000 | $5.3B | 0.34% | |
| 12 | SHLSSHOALS TECHNOLOGIES GROUP IN | 200,000 | $4.9B | 0.32% | |
| 13 | ABBVABBVIE INC | 15,000 | $2.4B | 0.16% | |
| 14 | ARRYARRAY TECHNOLOGIES INC | 120,000 | $2.3B | 0.15% | |
| 15 | TECK/BTECK RESOURCES LTD | 60,000 | $2.3B | 0.15% | |
| 16 | ETRNUSDEQUITRANS MIDSTREAM CORP | 300,000 | $2.0B | 0.13% | |
| 17 | NXPINXP SEMICONDUCTORS N V | 10,000 | $1.6B | 0.10% | |
| 18 | IBBISHARES TR | 7,500 | $984.7M | 0.06% | |
| 19 | DENEURDENBURY INC | 10,000 | $870.2M | 0.06% | |
| 20 | TLRYEURTILRAY BRANDS INC | 300,000 | $807.0M | 0.05% | |
| 21 | TAT&T INC | 40,000 | $736.4M | 0.05% | |
| 22 | AMRALPHA METALLURGICAL RESOUR I | 5,000 | $732.0M | 0.05% | |
| 23 | ARCH1USDARCH RESOURCES INC | 5,000 | $714.0M | 0.05% | |
| 24 | XIFRNEXTERA ENERGY PARTNERS LP | 10,000 | $700.9M | 0.05% | |
| 25 | 8CWCROWN CASTLE INTL CORP NEW | 4,126 | $559.7M | 0.04% | |
| 26 | J40TPROSHARES TR | 15,000 | $487.5M | 0.03% | |
| 27 | NEENEXTERA ENERGY INC | 5,200 | $434.7M | 0.03% | |
| 28 | AAPLAPPLE INC | 2,200 | $285.8M | 0.02% | |
| 29 | IDXXIDEXX LABS INC | 440 | $179.5M | 0.01% | |
| 30 | WBDWARNER BROS DISCOVERY INC | 9,676 | $91.7M | 0.01% | |
| 31 | ZTSZOETIS INC | 550 | $80.6M | 0.01% | |
| 32 | SHOPSHOPIFY INC | 1,930 | $67.0M | 0.00% | |
| 33 | VMEO*VIMEO INC | 1,786 | $6.1M | 0.00% |