Filed: 11/14/2024ACC: 0001855205-24-000059
📋 What this filing means
PECONIC PARTNERS LLC filed this quarterly 13F‑HR report disclosing 6 equity positions with a total reported market value of $2.39B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
6
Positions
$2.39B
Total AUM (reported)
9.77M
Total Shares
Allocation by class
COM$2.36B98.8%
MSCI EMG MKT ETF$27.52M1.2%
Portfolio Concentration
Top 3$2.38B99.6%
4–10$10.13M0.4%
Top 3 weight
99.6%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 9.77M
Sole
Full voting authority
9.77M
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)
Sole6
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings6
Rows:
QUANTA SCVS INC
SOLEShares5.50M
TypeSH
Market value$1.64B
68.59%
Sole
5.50M
Shared
0.00
None
0.00
DYCOM INDS INC
SOLEShares3.62M
TypeSH
Market value$713.20M
29.84%
Sole
3.62M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares600K
TypeSH
Market value$27.52M
1.15%
Sole
600K
Shared
0.00
None
0.00
INTERNATIONAL BUSINESS MACHS
SOLEShares40K
TypeSH
Market value$8.84M
0.37%
Sole
40K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares3.98K
TypeSH
Market value$741.6K
0.03%
Sole
3.98K
Shared
0.00
None
0.00
NEXTERA ENERGY INC
SOLEShares6.49K
TypeSH
Market value$548.2K
0.02%
Sole
6.49K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
QUANTA SCVS INCSOLE | COM | 5.50M | SH | $1.64B 68.59% | 5.50M | 0.00 | 0.00 |
DYCOM INDS INCSOLE | COM | 3.62M | SH | $713.20M 29.84% | 3.62M | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI EMG MKT ETF | 600K | SH | $27.52M 1.15% | 600K | 0.00 | 0.00 |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 40K | SH | $8.84M 0.37% | 40K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 3.98K | SH | $741.6K 0.03% | 3.98K | 0.00 | 0.00 |
NEXTERA ENERGY INCSOLE | COM | 6.49K | SH | $548.2K 0.02% | 6.49K | 0.00 | 0.00 |