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Size ($ in 1000's)
At 12/31/2023: $2,083,126
At 09/30/2023: $1,715,910
Peconic Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Peconic Partners LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Peconic Partners LLC top holdings by largest position size, as per the latest 13f filing made by Peconic Partners LLC.
In the Peconic Partners LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Peconic Partners LLC in that top holding, then the share count change between reporting periods, and finally the Peconic Partners LLC top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| QUANTA SCVS INC |
5,528,365 |
UNCH |
$1,193,021 | | PWR | 5,528,365 | UNCH | $1,193,021 | | WESCO INTL INC |
2,450,348 |
UNCH |
$426,067 | | WCC | 2,450,348 | UNCH | $426,067 | | DYCOM INDS INC |
3,265,682 |
+21,635 |
$375,847 | | DY | 3,265,682 | +21,635 | $375,847 | | CLEVELAND CLIFFS INC NEW |
2,074,927 |
+2,074,927 |
$42,370 | | CLF | 2,074,927 | +2,074,927 | $42,370 | | AMAZON COM INC |
102,915 |
+65,000 |
$15,637 | | AMZN | 102,915 | +65,000 | $15,637 | | ALPHABET INC |
100,000 |
+100,000 |
$13,969 | | GOOGL | 100,000 | +100,000 | $13,969 | | MICRON TECHNOLOGY INC |
100,000 |
+100,000 |
$8,534 | | MU | 100,000 | +100,000 | $8,534 | | CINEMARK HLDGS INC |
500,000 |
+200,000 |
$7,045 | | CNK | 500,000 | +200,000 | $7,045 |
See Full List: All Stocks Held By Peconic Partners LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
See Details: Top 10 Stocks Held By Peconic Partners LLC
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