Filed: 2/14/2025ACC: 0001855205-25-000017
📋 What this filing means
PECONIC PARTNERS LLC filed this quarterly 13F‑HR report disclosing 12 equity positions with a total reported market value of $2.46B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
12
Positions
$2.46B
Total AUM (reported)
16.57M
Total Shares
Allocation by class
COM$2.39B97.2%
CL A$54.24M2.2%
CLASS A COM$13.88M0.6%
Portfolio Concentration
Top 3$2.32B94.1%
4–10$143.73M5.8%
11–25$1.34M0.1%
Top 3 weight
94.1%
Top 10 weight
99.9%
Voting Authority Distribution
Total shares with voting rights: 16.57M
Sole
Full voting authority
16.57M
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
SOLEShares5.20M
TypeSH
Market value$1.64B
66.78%
Sole
5.20M
Shared
0.00
None
0.00
DYCOM INDS INC
SOLEShares3.65M
TypeSH
Market value$635.93M
25.85%
Sole
3.65M
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares600K
TypeSH
Market value$36.19M
1.47%
Sole
600K
Shared
0.00
None
0.00
COMCAST CORP NEW
SOLEShares900K
TypeSH
Market value$33.78M
1.37%
Sole
900K
Shared
0.00
None
0.00
VISTRA CORP
SOLEShares220K
TypeSH
Market value$30.33M
1.23%
Sole
220K
Shared
0.00
None
0.00
SHOALS TECHNOLOGIES GROUP IN
SOLEShares3.70M
TypeSH
Market value$20.46M
0.83%
Sole
3.70M
Shared
0.00
None
0.00
EQT CORP
SOLEShares400K
TypeSH
Market value$18.44M
0.75%
Sole
400K
Shared
0.00
None
0.00
CAESARS ENTERTAINMENT INC NE
SOLEShares504.84K
TypeSH
Market value$16.87M
0.69%
Sole
504.84K
Shared
0.00
None
0.00
NEXTRACKER INC
SOLEShares380K
TypeSH
Market value$13.88M
0.56%
Sole
380K
Shared
0.00
None
0.00
NEWELL BRANDS INC
SOLEShares1M
TypeSH
Market value$9.96M
0.40%
Sole
1M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares3.98K
TypeSH
Market value$873.2K
0.04%
Sole
3.98K
Shared
0.00
None
0.00
NEXTERA ENERGY INC
SOLEShares6.49K
TypeSH
Market value$464.9K
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 | 5.20M | SH | $1.64B 66.78% | 5.20M | 0.00 | 0.00 |
DYCOM INDS INCSOLE | COM | 3.65M | SH | $635.93M 25.85% | 3.65M | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 600K | SH | $36.19M 1.47% | 600K | 0.00 | 0.00 |
COMCAST CORP NEWSOLE | CL A | 900K | SH | $33.78M 1.37% | 900K | 0.00 | 0.00 |
VISTRA CORPSOLE | COM | 220K | SH | $30.33M 1.23% | 220K | 0.00 | 0.00 |
SHOALS TECHNOLOGIES GROUP INSOLE | CL A | 3.70M | SH | $20.46M 0.83% | 3.70M | 0.00 | 0.00 |
EQT CORPSOLE | COM | 400K | SH | $18.44M 0.75% | 400K | 0.00 | 0.00 |
CAESARS ENTERTAINMENT INC NESOLE | COM | 504.84K | SH | $16.87M 0.69% | 504.84K | 0.00 | 0.00 |
NEXTRACKER INCSOLE | CLASS A COM | 380K | SH | $13.88M 0.56% | 380K | 0.00 | 0.00 |
NEWELL BRANDS INCSOLE | COM | 1M | SH | $9.96M 0.40% | 1M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 3.98K | SH | $873.2K 0.04% | 3.98K | 0.00 | 0.00 |
NEXTERA ENERGY INCSOLE | COM | 6.49K | SH | $464.9K 0.02% | 6.49K | 0.00 | 0.00 |