Peconic Partners as of June 30, 2024
Portfolio Holdings for Peconic Partners
Peconic Partners holds 11 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Quanta Services (PWR) | 61.0 | $1.4B | 5.6M | 254.09 | |
| Dycom Industries (DY) | 26.2 | $612M | 3.6M | 168.76 | |
| Carnival Corp Unit 99/99/9999 (CCL) | 3.5 | $81M | 4.3M | 18.72 | |
| Micron Technology (MU) | 3.3 | $78M | 591k | 131.53 | |
| MasTec (MTZ) | 2.2 | $52M | 482k | 106.99 | |
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 1.6 | $37M | 400k | 91.78 | |
| Dominion Resources (D) | 1.3 | $29M | 600k | 49.00 | |
| Duke Energy Corp Com New (DUK) | 0.9 | $20M | 200k | 100.23 | |
| Amazon (AMZN) | 0.0 | $769k | 4.0k | 193.25 | |
| Nextera Energy (NEE) | 0.0 | $459k | 6.5k | 70.81 | |
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $199k | 2.9k | 68.14 |
