Peconic Partners

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