Peconic Partners as of March 31, 2025
Portfolio Holdings for Peconic Partners
Peconic Partners holds 7 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Quanta Services (PWR) | 68.8 | $1.3B | 5.3M | 254.18 | |
| Dycom Industries (DY) | 28.9 | $566M | 3.7M | 152.34 | |
| Caesars Entertainment (CZR) | 1.0 | $20M | 805k | 25.00 | |
| Shoals Technologies Group In Cl A (SHLS) | 0.7 | $13M | 3.9M | 3.32 | |
| Array Technologies Com Shs (ARRY) | 0.6 | $12M | 2.4M | 4.87 | |
| Amazon (AMZN) | 0.0 | $757k | 4.0k | 190.26 | |
| Nextera Energy (NEE) | 0.0 | $460k | 6.5k | 70.89 |
