Holdings
Peconic Partners LLC
As of Jun 30, 2026, Peconic Partners LLC reported 7 positions worth US$7.52B. Largest: Quanta Services, Inc., Dycom Industries, Inc. and Mastec, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Quanta Services, Inc. | 4.72M | US$3.4B | −287K | Jun 30, 2026 |
| Dycom Industries, Inc. | 4.44M | US$2.25B | +330K | Jun 30, 2026 |
| Mastec, Inc. | 3.68M | US$1.53B | +100K | Jun 30, 2026 |
| Freeport-mcmoran, Inc. | 3.92M | US$246M | +600K | Jun 30, 2026 |
| Amc Entertainment Holdings, Inc. | 32M | US$60.8M | +29M | Jun 30, 2026 |
| Cinemark Holdings, Inc. | 1.2M | US$38.1M | +802K | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 1,800 | US$643K | no change | Jun 30, 2026 |