Filed: 2/17/2026ACC: 0001050464-26-000002
📋 What this filing means
PECONIC PARTNERS LLC filed this quarterly 13F‑HR report disclosing 15 equity positions with a total reported market value of $4.21B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
15
Positions
$4.21B
Total AUM (reported)
19.13M
Total Shares
Allocation by class
COM$4.10B97.5%
CL B$101.58M2.4%
CL A NEW$4.68M0.1%
CAP STK CL A$563.4K0.0%
Portfolio Concentration
Top 3$3.85B91.5%
4–10$329.62M7.8%
11–25$28.80M0.7%
Top 3 weight
91.5%
Top 10 weight
99.3%
Voting Authority Distribution
Total shares with voting rights: 19.13M
Sole
Full voting authority
19.13M
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)
Sole15
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings15
Rows:
QUANTA SCVS INC
SOLEShares5.01M
TypeSH
Market value$2.11B
50.23%
Sole
5.01M
Shared
0.00
None
0.00
DYCOM INDS INC
SOLEShares4.11M
TypeSH
Market value$1.39B
32.99%
Sole
4.11M
Shared
0.00
None
0.00
MASTEC INC
SOLEShares1.60M
TypeSH
Market value$347.79M
8.26%
Sole
1.60M
Shared
0.00
None
0.00
FREEPORT-MCMORAN INC
SOLEShares2M
TypeSH
Market value$101.58M
2.41%
Sole
2M
Shared
0.00
None
0.00
FIRST SOLAR INC
SOLEShares295K
TypeSH
Market value$77.06M
1.83%
Sole
295K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares303.98K
TypeSH
Market value$70.16M
1.67%
Sole
303.98K
Shared
0.00
None
0.00
EQT CORP
SOLEShares580K
TypeSH
Market value$31.09M
0.74%
Sole
580K
Shared
0.00
None
0.00
RANGE RES CORP
SOLEShares800K
TypeSH
Market value$28.21M
0.67%
Sole
800K
Shared
0.00
None
0.00
DEVON ENERGY CORP NEW
SOLEShares300K
TypeSH
Market value$10.99M
0.26%
Sole
300K
Shared
0.00
None
0.00
COTERRA ENERGY INC
SOLEShares400K
TypeSH
Market value$10.53M
0.25%
Sole
400K
Shared
0.00
None
0.00
ANTERO RESOURCES CORP
SOLEShares300K
TypeSH
Market value$10.34M
0.25%
Sole
300K
Shared
0.00
None
0.00
CINEMARK HLDGS INC
SOLEShares400K
TypeSH
Market value$9.30M
0.22%
Sole
400K
Shared
0.00
None
0.00
AMC ENTMT HLDGS INC
SOLEShares3M
TypeSH
Market value$4.68M
0.11%
Sole
3M
Shared
0.00
None
0.00
SILICON LABORATORIES INC
SOLEShares30K
TypeSH
Market value$3.92M
0.09%
Sole
30K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares1.80K
TypeSH
Market value$563.4K
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 | $2.11B 50.23% | 5.01M | 0.00 | 0.00 |
DYCOM INDS INCSOLE | COM | 4.11M | SH | $1.39B 32.99% | 4.11M | 0.00 | 0.00 |
MASTEC INCSOLE | COM | 1.60M | SH | $347.79M 8.26% | 1.60M | 0.00 | 0.00 |
FREEPORT-MCMORAN INCSOLE | CL B | 2M | SH | $101.58M 2.41% | 2M | 0.00 | 0.00 |
FIRST SOLAR INCSOLE | COM | 295K | SH | $77.06M 1.83% | 295K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 303.98K | SH | $70.16M 1.67% | 303.98K | 0.00 | 0.00 |
EQT CORPSOLE | COM | 580K | SH | $31.09M 0.74% | 580K | 0.00 | 0.00 |
RANGE RES CORPSOLE | COM | 800K | SH | $28.21M 0.67% | 800K | 0.00 | 0.00 |
DEVON ENERGY CORP NEWSOLE | COM | 300K | SH | $10.99M 0.26% | 300K | 0.00 | 0.00 |
COTERRA ENERGY INCSOLE | COM | 400K | SH | $10.53M 0.25% | 400K | 0.00 | 0.00 |
ANTERO RESOURCES CORPSOLE | COM | 300K | SH | $10.34M 0.25% | 300K | 0.00 | 0.00 |
CINEMARK HLDGS INCSOLE | COM | 400K | SH | $9.30M 0.22% | 400K | 0.00 | 0.00 |
AMC ENTMT HLDGS INCSOLE | CL A NEW | 3M | SH | $4.68M 0.11% | 3M | 0.00 | 0.00 |
SILICON LABORATORIES INCSOLE | COM | 30K | SH | $3.92M 0.09% | 30K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 1.80K | SH | $563.4K 0.01% | 1.80K | 0.00 | 0.00 |