PECONIC PARTNERS LLC Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$4.2B
Holdings
15
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (15 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PWRQUANTA SCVS INC | 5,007,840 | $2.1B | 50.23% | |
| 2 | DYDYCOM INDS INC | 4,108,320 | $1.4B | 32.99% | |
| 3 | MTZMASTEC INC | 1,600,000 | $347.8M | 8.26% | |
| 4 | FCXFREEPORT-MCMORAN INC | 2,000,000 | $101.6M | 2.41% | |
| 5 | FSLRFIRST SOLAR INC | 295,000 | $77.1M | 1.83% | |
| 6 | AMZNAMAZON COM INC | 303,980 | $70.2M | 1.67% | |
| 7 | EQTEQT CORP | 580,000 | $31.1M | 0.74% | |
| 8 | RRCRANGE RES CORP | 800,000 | $28.2M | 0.67% | |
| 9 | DVNDEVON ENERGY CORP NEW | 300,000 | $11.0M | 0.26% | |
| 10 | CTRACOTERRA ENERGY INC | 400,000 | $10.5M | 0.25% | |
| 11 | ARANTERO RESOURCES CORP | 300,000 | $10.3M | 0.25% | |
| 12 | CNKCINEMARK HLDGS INC | 400,000 | $9.3M | 0.22% | |
| 13 | AMCAMC ENTMT HLDGS INC | 3,000,000 | $4.7M | 0.11% | |
| 14 | SLABSILICON LABORATORIES INC | 30,000 | $3.9M | 0.09% | |
| 15 | GOOGLALPHABET INC | 1,800 | $563K | 0.01% |