Filed: 8/14/2025ACC: 0001855205-25-000058
📋 What this filing means
PECONIC PARTNERS LLC filed this quarterly 13F‑HR report disclosing 11 equity positions with a total reported market value of $3.12B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
11
Positions
$3.12B
Total AUM (reported)
21.11M
Total Shares
Allocation by class
COM$2.96B94.9%
SBI INT-UTILS$81.66M2.6%
CAP STK CL A$31.72M1.0%
CL A$29.64M1.0%
COM SHS$14.28M0.5%
CLASS A COM$543.7K0.0%
Portfolio Concentration
Top 3$2.90B93.1%
4–10$215.23M6.9%
11–25$543.7K0.0%
Top 3 weight
93.1%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 21.11M
Sole
Full voting authority
21.11M
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)
Sole11
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings11
Rows:
QUANTA SCVS INC
SOLEShares5M
TypeSH
Market value$1.89B
60.56%
Sole
5M
Shared
0.00
None
0.00
DYCOM INDS INC
SOLEShares3.82M
TypeSH
Market value$933.04M
29.91%
Sole
3.82M
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares1M
TypeSH
Market value$81.66M
2.62%
Sole
1M
Shared
0.00
None
0.00
FIRST SOLAR INC
SOLEShares300K
TypeSH
Market value$49.66M
1.59%
Sole
300K
Shared
0.00
None
0.00
RANGE RES CORP
SOLEShares800K
TypeSH
Market value$32.54M
1.04%
Sole
800K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares180K
TypeSH
Market value$31.72M
1.02%
Sole
180K
Shared
0.00
None
0.00
SHOALS TECHNOLOGIES GROUP IN
SOLEShares6.98M
TypeSH
Market value$29.64M
0.95%
Sole
6.98M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares133.98K
TypeSH
Market value$29.39M
0.94%
Sole
133.98K
Shared
0.00
None
0.00
EQT CORP
SOLEShares480K
TypeSH
Market value$27.99M
0.90%
Sole
480K
Shared
0.00
None
0.00
ARRAY TECHNOLOGIES INC
SOLEShares2.42M
TypeSH
Market value$14.28M
0.46%
Sole
2.42M
Shared
0.00
None
0.00
NEXTRACKER INC
SOLEShares10K
TypeSH
Market value$543.7K
0.02%
Sole
10K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
QUANTA SCVS INCSOLE | COM | 5M | SH | $1.89B 60.56% | 5M | 0.00 | 0.00 |
DYCOM INDS INCSOLE | COM | 3.82M | SH | $933.04M 29.91% | 3.82M | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | SBI INT-UTILS | 1M | SH | $81.66M 2.62% | 1M | 0.00 | 0.00 |
FIRST SOLAR INCSOLE | COM | 300K | SH | $49.66M 1.59% | 300K | 0.00 | 0.00 |
RANGE RES CORPSOLE | COM | 800K | SH | $32.54M 1.04% | 800K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 180K | SH | $31.72M 1.02% | 180K | 0.00 | 0.00 |
SHOALS TECHNOLOGIES GROUP INSOLE | CL A | 6.98M | SH | $29.64M 0.95% | 6.98M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 133.98K | SH | $29.39M 0.94% | 133.98K | 0.00 | 0.00 |
EQT CORPSOLE | COM | 480K | SH | $27.99M 0.90% | 480K | 0.00 | 0.00 |
ARRAY TECHNOLOGIES INCSOLE | COM SHS | 2.42M | SH | $14.28M 0.46% | 2.42M | 0.00 | 0.00 |
NEXTRACKER INCSOLE | CLASS A COM | 10K | SH | $543.7K 0.02% | 10K | 0.00 | 0.00 |