Filed: 5/15/2025ACC: 0001855205-25-000032
📋 What this filing means
PECONIC PARTNERS LLC filed this quarterly 13F‑HR report disclosing 7 equity positions with a total reported market value of $1.96B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
7
Positions
$1.96B
Total AUM (reported)
16.11M
Total Shares
Allocation by class
COM$1.93B98.7%
CL A$12.88M0.7%
COM SHS$11.69M0.6%
Portfolio Concentration
Top 3$1.93B98.7%
4–10$25.79M1.3%
Top 3 weight
98.7%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 16.11M
Sole
Full voting authority
16.11M
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)
Sole7
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings7
Rows:
QUANTA SCVS INC
SOLEShares5.30M
TypeSH
Market value$1.35B
68.77%
Sole
5.30M
Shared
0.00
None
0.00
DYCOM INDS INC
SOLEShares3.71M
TypeSH
Market value$565.52M
28.88%
Sole
3.71M
Shared
0.00
None
0.00
CAESARS ENTERTAINMENT INC NE
SOLEShares804.84K
TypeSH
Market value$20.12M
1.03%
Sole
804.84K
Shared
0.00
None
0.00
SHOALS TECHNOLOGIES GROUP IN
SOLEShares3.88M
TypeSH
Market value$12.88M
0.66%
Sole
3.88M
Shared
0.00
None
0.00
ARRAY TECHNOLOGIES INC
SOLEShares2.40M
TypeSH
Market value$11.69M
0.60%
Sole
2.40M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares3.98K
TypeSH
Market value$757.2K
0.04%
Sole
3.98K
Shared
0.00
None
0.00
NEXTERA ENERGY INC
SOLEShares6.49K
TypeSH
Market value$459.7K
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 | 5.30M | SH | $1.35B 68.77% | 5.30M | 0.00 | 0.00 |
DYCOM INDS INCSOLE | COM | 3.71M | SH | $565.52M 28.88% | 3.71M | 0.00 | 0.00 |
CAESARS ENTERTAINMENT INC NESOLE | COM | 804.84K | SH | $20.12M 1.03% | 804.84K | 0.00 | 0.00 |
SHOALS TECHNOLOGIES GROUP INSOLE | CL A | 3.88M | SH | $12.88M 0.66% | 3.88M | 0.00 | 0.00 |
ARRAY TECHNOLOGIES INCSOLE | COM SHS | 2.40M | SH | $11.69M 0.60% | 2.40M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 3.98K | SH | $757.2K 0.04% | 3.98K | 0.00 | 0.00 |
NEXTERA ENERGY INCSOLE | COM | 6.49K | SH | $459.7K 0.02% | 6.49K | 0.00 | 0.00 |