Peconic Partners as of Sept. 30, 2023
Portfolio Holdings for Peconic Partners
Peconic Partners holds 8 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Quanta Services (PWR) | 60.3 | $1.0B | 5.5M | 187.07 | |
| WESCO International (WCC) | 20.5 | $352M | 2.5M | 143.82 | |
| Dycom Industries (DY) | 16.8 | $289M | 3.2M | 89.00 | |
| MasTec (MTZ) | 1.3 | $22M | 301k | 71.97 | |
| Cinemark Holdings (CNK) | 0.3 | $5.5M | 300k | 18.35 | |
| Uber Technologies (UBER) | 0.3 | $5.1M | 110k | 45.99 | |
| Amazon (AMZN) | 0.3 | $4.8M | 38k | 127.12 | |
| Sweetgreen Com Cl A (SG) | 0.2 | $3.5M | 300k | 11.75 |
