Peconic Partners as of March 31, 2024
Portfolio Holdings for Peconic Partners
Peconic Partners holds 10 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Quanta Services (PWR) | 64.6 | $1.5B | 5.6M | 259.80 | |
| Dycom Industries (DY) | 22.9 | $516M | 3.6M | 143.53 | |
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 4.7 | $106M | 1.6M | 65.65 | |
| Micron Technology (MU) | 4.1 | $91M | 775k | 117.89 | |
| Carnival Corp Unit 99/99/9999 (CCL) | 2.5 | $57M | 3.5M | 16.34 | |
| Nextera Energy (NEE) | 0.7 | $16M | 250k | 63.91 | |
| Southern Company (SO) | 0.2 | $5.5M | 77k | 71.74 | |
| FirstEnergy (FE) | 0.2 | $3.9M | 100k | 38.62 | |
| Uber Technologies (UBER) | 0.0 | $795k | 10k | 76.99 | |
| Amazon (AMZN) | 0.0 | $718k | 4.0k | 180.38 |
