Filed: 5/15/2026ACC: 0001050464-26-000004
📋 What this filing means
PECONIC PARTNERS LLC filed this quarterly 13F‑HR report disclosing 9 equity positions with a total reported market value of $5.78B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
9
Positions
$5.78B
Total AUM (reported)
20.77M
Total Shares
Allocation by class
COM$5.58B96.6%
CL B$194.98M3.4%
CL A NEW$2.94M0.1%
CAP STK CL A$517.6K0.0%
Portfolio Concentration
Top 3$5.29B91.6%
4–10$486.33M8.4%
Top 3 weight
91.6%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 20.77M
Sole
Full voting authority
20.77M
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)
Sole9
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings9
Rows:
QUANTA SCVS INC
SOLEShares5.01M
TypeSH
Market value$2.75B
47.56%
Sole
5.01M
Shared
0.00
None
0.00
DYCOM INDS INC
SOLEShares4.11M
TypeSH
Market value$1.39B
24.11%
Sole
4.11M
Shared
0.00
None
0.00
MASTEC INC
SOLEShares3.58M
TypeSH
Market value$1.15B
19.92%
Sole
3.58M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares953.41K
TypeSH
Market value$198.57M
3.43%
Sole
953.41K
Shared
0.00
None
0.00
FREEPORT-MCMORAN INC
SOLEShares3.32M
TypeSH
Market value$194.98M
3.37%
Sole
3.32M
Shared
0.00
None
0.00
FIRST SOLAR INC
SOLEShares395K
TypeSH
Market value$77.92M
1.35%
Sole
395K
Shared
0.00
None
0.00
CINEMARK HLDGS INC
SOLEShares400K
TypeSH
Market value$11.41M
0.20%
Sole
400K
Shared
0.00
None
0.00
AMC ENTMT HLDGS INC
SOLEShares3M
TypeSH
Market value$2.94M
0.05%
Sole
3M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares1.80K
TypeSH
Market value$517.6K
<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 | $2.75B 47.56% | 5.01M | 0.00 | 0.00 |
DYCOM INDS INCSOLE | COM | 4.11M | SH | $1.39B 24.11% | 4.11M | 0.00 | 0.00 |
MASTEC INCSOLE | COM | 3.58M | SH | $1.15B 19.92% | 3.58M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 953.41K | SH | $198.57M 3.43% | 953.41K | 0.00 | 0.00 |
FREEPORT-MCMORAN INCSOLE | CL B | 3.32M | SH | $194.98M 3.37% | 3.32M | 0.00 | 0.00 |
FIRST SOLAR INCSOLE | COM | 395K | SH | $77.92M 1.35% | 395K | 0.00 | 0.00 |
CINEMARK HLDGS INCSOLE | COM | 400K | SH | $11.41M 0.20% | 400K | 0.00 | 0.00 |
AMC ENTMT HLDGS INCSOLE | CL A NEW | 3M | SH | $2.94M 0.05% | 3M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 1.80K | SH | $517.6K <0.01% | 1.80K | 0.00 | 0.00 |