PECONIC PARTNERS LLC Q4 2023 Filing

Filed February 14, 2024

Portfolio Value

$2.1B

Holdings

9

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (9 positions)

#StockSharesValue% PortfolioType
1
PWRQUANTA SCVS INC
5,528,365$1193.0T57270743.09%
2
WCCWESCO INTL INC
2,450,348$426.1T20453237.80%
3
DYDYCOM INDS INC
3,265,682$375.8T18042476.62%
4
CLFCLEVELAND-CLIFFS INC NEW
2,074,927$42.4T2033963.83%
5
AMZNAMAZON COM INC
102,915$15.6T750646.50%
6
GOOGLALPHABET INC
100,000$14.0T670579.06%
7
MUMICRON TECHNOLOGY INC
100,000$8.5T409672.97%
8
CNKCINEMARK HLDGS INC
500,000$7.0T338193.82%
9
UBERUBER TECHNOLOGIES INC
10,330$636.0B30531.92%