Peconic Partners as of June 30, 2023
Portfolio Holdings for Peconic Partners
Peconic Partners holds 16 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Quanta Services (PWR) | 52.5 | $1.1B | 5.5M | 196.45 | |
| WESCO International (WCC) | 21.2 | $439M | 2.5M | 179.06 | |
| Dycom Industries (DY) | 17.3 | $358M | 3.2M | 113.65 | |
| MasTec (MTZ) | 3.7 | $77M | 650k | 117.97 | |
| Uber Technologies (UBER) | 2.5 | $51M | 1.2M | 43.17 | |
| Equitrans Midstream Corp (ETRN) | 1.9 | $39M | 4.1M | 9.56 | |
| Twilio Cl A (TWLO) | 0.3 | $6.7M | 105k | 63.62 | |
| Silicon Laboratories (SLAB) | 0.1 | $2.4M | 15k | 157.74 | |
| Pool Corporation (POOL) | 0.1 | $2.2M | 6.0k | 374.64 | |
| Veeva Sys Cl A Com (VEEV) | 0.1 | $2.0M | 10k | 197.73 | |
| Cloudflare Cl A Com (NET) | 0.1 | $2.0M | 30k | 65.37 | |
| Shopify Cl A (SHOP) | 0.1 | $1.9M | 30k | 64.60 | |
| Sensata Technologies Hldg Pl SHS (ST) | 0.1 | $1.8M | 40k | 44.99 | |
| Rh (RH) | 0.0 | $989k | 3.0k | 329.59 | |
| Lumen Technologies (LUMN) | 0.0 | $452k | 200k | 2.26 | |
| Amazon (AMZN) | 0.0 | $380k | 2.9k | 130.36 |
