Filed: 11/14/2025ACC: 0001050464-25-000005
📋 What this filing means
PECONIC PARTNERS LLC filed this quarterly 13F‑HR report disclosing 12 equity positions with a total reported market value of $3.62B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
12
Positions
$3.62B
Total AUM (reported)
23.55M
Total Shares
Allocation by class
COM$3.52B97.4%
CL A$52.28M1.4%
COM SER A$19.53M0.5%
COM SHS$17.37M0.5%
CL A NEW$5.80M0.2%
CAP STK CL A$437.6K0.0%
Portfolio Concentration
Top 3$3.44B95.0%
4–10$178.71M4.9%
11–25$1.31M0.0%
Top 3 weight
95.0%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 23.55M
Sole
Full voting authority
23.55M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole12
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings12
Rows:
QUANTA SCVS INC
SOLEShares5.01M
TypeSH
Market value$2.08B
57.39%
Sole
5.01M
Shared
0.00
None
0.00
DYCOM INDS INC
SOLEShares4.12M
TypeSH
Market value$1.20B
33.22%
Sole
4.12M
Shared
0.00
None
0.00
MASTEC INC
SOLEShares750K
TypeSH
Market value$159.61M
4.41%
Sole
750K
Shared
0.00
None
0.00
SHOALS TECHNOLOGIES GROUP IN
SOLEShares7.05M
TypeSH
Market value$52.28M
1.45%
Sole
7.05M
Shared
0.00
None
0.00
EQT CORP
SOLEShares580K
TypeSH
Market value$31.57M
0.87%
Sole
580K
Shared
0.00
None
0.00
RANGE RES CORP
SOLEShares800K
TypeSH
Market value$30.11M
0.83%
Sole
800K
Shared
0.00
None
0.00
FIRST SOLAR INC
SOLEShares100K
TypeSH
Market value$22.05M
0.61%
Sole
100K
Shared
0.00
None
0.00
WARNER BROS DISCOVERY INC
SOLEShares1M
TypeSH
Market value$19.53M
0.54%
Sole
1M
Shared
0.00
None
0.00
ARRAY TECHNOLOGIES INC
SOLEShares2.13M
TypeSH
Market value$17.37M
0.48%
Sole
2.13M
Shared
0.00
None
0.00
AMC ENTMT HLDGS INC
SOLEShares2M
TypeSH
Market value$5.80M
0.16%
Sole
2M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares3.98K
TypeSH
Market value$873.9K
0.02%
Sole
3.98K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares1.80K
TypeSH
Market value$437.6K
0.01%
Sole
1.80K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
QUANTA SCVS INCSOLE | COM | 5.01M | SH | $2.08B 57.39% | 5.01M | 0.00 | 0.00 |
DYCOM INDS INCSOLE | COM | 4.12M | SH | $1.20B 33.22% | 4.12M | 0.00 | 0.00 |
MASTEC INCSOLE | COM | 750K | SH | $159.61M 4.41% | 750K | 0.00 | 0.00 |
SHOALS TECHNOLOGIES GROUP INSOLE | CL A | 7.05M | SH | $52.28M 1.45% | 7.05M | 0.00 | 0.00 |
EQT CORPSOLE | COM | 580K | SH | $31.57M 0.87% | 580K | 0.00 | 0.00 |
RANGE RES CORPSOLE | COM | 800K | SH | $30.11M 0.83% | 800K | 0.00 | 0.00 |
FIRST SOLAR INCSOLE | COM | 100K | SH | $22.05M 0.61% | 100K | 0.00 | 0.00 |
WARNER BROS DISCOVERY INCSOLE | COM SER A | 1M | SH | $19.53M 0.54% | 1M | 0.00 | 0.00 |
ARRAY TECHNOLOGIES INCSOLE | COM SHS | 2.13M | SH | $17.37M 0.48% | 2.13M | 0.00 | 0.00 |
AMC ENTMT HLDGS INCSOLE | CL A NEW | 2M | SH | $5.80M 0.16% | 2M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 3.98K | SH | $873.9K 0.02% | 3.98K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 1.80K | SH | $437.6K 0.01% | 1.80K | 0.00 | 0.00 |