Peconic Partners as of Dec. 31, 2024
Portfolio Holdings for Peconic Partners
Peconic Partners holds 12 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Quanta Services (PWR) | 66.8 | $1.6B | 5.2M | 316.05 | |
| Dycom Industries (DY) | 25.8 | $636M | 3.7M | 174.06 | |
| Uber Technologies (UBER) | 1.5 | $36M | 600k | 60.32 | |
| Comcast Corp Cl A (CMCSA) | 1.4 | $34M | 900k | 37.53 | |
| Vistra Energy (VST) | 1.2 | $30M | 220k | 137.87 | |
| Shoals Technologies Group In Cl A (SHLS) | 0.8 | $21M | 3.7M | 5.53 | |
| EQT Corporation (EQT) | 0.7 | $18M | 400k | 46.11 | |
| Caesars Entertainment (CZR) | 0.7 | $17M | 505k | 33.42 | |
| Nextracker Class A Com (NXT) | 0.6 | $14M | 380k | 36.53 | |
| Newell Rubbermaid (NWL) | 0.4 | $10M | 1.0M | 9.96 | |
| Amazon (AMZN) | 0.0 | $873k | 4.0k | 219.39 | |
| Nextera Energy (NEE) | 0.0 | $465k | 6.5k | 71.69 |
