Peconic Partners as of Sept. 30, 2024
Portfolio Holdings for Peconic Partners
Peconic Partners holds 6 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Quanta Services (PWR) | 68.6 | $1.6B | 5.5M | 298.15 | |
| Dycom Industries (DY) | 29.8 | $713M | 3.6M | 197.10 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 1.2 | $28M | 600k | 45.86 | |
| International Business Machines (IBM) | 0.4 | $8.8M | 40k | 221.08 | |
| Amazon (AMZN) | 0.0 | $742k | 4.0k | 186.33 | |
| Nextera Energy (NEE) | 0.0 | $548k | 6.5k | 84.53 |
