PECONIC PARTNERS LLC
CIK 1050464 · Holdings on Sep 30, 2025 · First reported Nov 14, 2025
Top ten holdings
Q3 2025- PWR57.39%
- DY33.22%
- MTZ4.41%
- SHLS1.45%
- EQT0.87%
- RRC0.83%
- FSLR0.61%
- WBD0.54%
- ARRY0.48%
- AMC0.16%
Share classes counted separately99.96%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- DYWeight increased · +3.31 pp29.91% → 33.22%Shares +299.50K (+7.84%)
- PWRWeight decreased · -3.17 pp60.56% → 57.39%Shares +11.19K (+0.22%)
- GOOGLWeight decreased · -1.01 pp1.02% → 0.01%Shares -178.20K (-99.00%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 12
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | PWRQUANTA SERVICES INC View history and evidence | $2.08B | 57.39% | 5.01M shares | 60.56% → 57.39%-3.17 pp +11.19K (+0.22%) | Added | ↗▾ |
| 02 | DYDYCOM INDUSTRIES INC View history and evidence | $1.20B | 33.22% | 4.12M shares | 29.91% → 33.22%+3.31 pp +299.50K (+7.84%) | Added | ↗▾ |
| 03 | MTZMASTEC INC View history and evidence | $159.61M | 4.41% | 750.00K shares | Prior unavailable +750.00K | New | ↗▾ |
| 04 | SHLSSHOALS TECHNOLOGIES GROUP -ACL A View history and evidence | $52.28M | 1.45% | 7.05M shares | 0.95% → 1.45%+0.50 pp +79.62K (+1.14%) | Added | ↗▾ |
| 05 | EQTEQT CORP View history and evidence | $31.57M | 0.87% | 580.00K shares | 0.90% → 0.87%-0.03 pp +100.00K (+20.83%) | Added | ↗▾ |
| 06 | RRCRANGE RESOURCES CORP View history and evidence | $30.11M | 0.83% | 800.00K shares | 1.04% → 0.83%-0.21 pp 0 (0.00%) | Unchanged | ↗▾ |
| 07 | FSLRFIRST SOLAR INC View history and evidence | $22.05M | 0.61% | 100.00K shares | 1.59% → 0.61%-0.98 pp -200.00K (-66.67%) | Reduced | ↗▾ |
| 08 | WBDWARNER BROS DISCOVERY INCCOM SER A View history and evidence | $19.53M | 0.54% | 1.00M shares | Prior unavailable +1.00M | New | ↗▾ |
| 09 | ARRYARRAY TECHNOLOGIES INCCOM SHS View history and evidence | $17.37M | 0.48% | 2.13M shares | 0.46% → 0.48%+0.02 pp -290.00K (-11.98%) | Reduced | ↗▾ |
| 10 | AMCAMC ENTERTAINMENT HLDS-CL ACL A NEW View history and evidence | $5.80M | 0.16% | 2.00M shares | Prior unavailable +2.00M | New | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 2
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| XLU ST SR UTL SL SE SPDR ETF-USD | Non-derivative | -1,000,000 | -$81.66M | SEC filing ↗ | SEC filing ↗ |
| NXT NEXTPOWER INC | Non-derivative | -10,000 | -$543.70K | SEC filing ↗ | SEC filing ↗ |
2 / 2 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1050464 · Period 2025-09-30
Data loaded 2026-09-23 · First reported 2025-11-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 3616243676
}Take these holdings further.
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