Peconic Partners LLC reported 8 holdings worth US$8.04B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Peconic Partners LLC reported 8 holdings worth US$8.04B as of Jun 30, 2026. Largest: Quanta Services, Inc., Dycom Industries, Inc. and Mastec, Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 8
- Value as reported
- US$8.04B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Quanta Services, Inc. | 4.72M | US$3.4B | 42.3% |
| Dycom Industries, Inc. | 4.44M | US$2.25B | 27.9% |
| Mastec, Inc. | 3.68M | US$1.53B | 19.0% |
| Freeport-mcmoran, Inc. | 3.92M | US$246M | 3.1% |
| Amc Entertainment Holdings, Inc. | 32M | US$60.8M | 0.76% |
| Cinemark Holdings, Inc. | 1.2M | US$38.1M | 0.47% |
| Alphabet Inc (google) Class C | 1,800 | US$643K | <0.01% |
| Amazon.com, Inc. | 0 | US$0 | 0.00% |
| First Solar, Inc. | 0 | US$0 | 0.00% |