Peconic Partners as of Dec. 31, 2023
Portfolio Holdings for Peconic Partners
Peconic Partners holds 9 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Quanta Services (PWR) | 57.3 | $1.2B | 5.5M | 215.80 | |
| WESCO International (WCC) | 20.5 | $426M | 2.5M | 173.88 | |
| Dycom Industries (DY) | 18.0 | $376M | 3.3M | 115.09 | |
| Cleveland-cliffs (CLF) | 2.0 | $42M | 2.1M | 20.42 | |
| Amazon (AMZN) | 0.8 | $16M | 103k | 151.94 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $14M | 100k | 139.69 | |
| Micron Technology (MU) | 0.4 | $8.5M | 100k | 85.34 | |
| Cinemark Holdings (CNK) | 0.3 | $7.0M | 500k | 14.09 | |
| Uber Technologies (UBER) | 0.0 | $636k | 10k | 61.57 |
