Peconic Partners as of June 30, 2025
Portfolio Holdings for Peconic Partners
Peconic Partners holds 11 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Quanta Services (PWR) | 60.6 | $1.9B | 5.0M | 378.08 | |
| Dycom Industries (DY) | 29.9 | $933M | 3.8M | 244.39 | |
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 2.6 | $82M | 1.0M | 81.66 | |
| First Solar (FSLR) | 1.6 | $50M | 300k | 165.54 | |
| Range Resources (RRC) | 1.0 | $33M | 800k | 40.67 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $32M | 180k | 176.23 | |
| Shoals Technologies Group In Cl A (SHLS) | 1.0 | $30M | 7.0M | 4.25 | |
| Amazon (AMZN) | 0.9 | $29M | 134k | 219.39 | |
| EQT Corporation (EQT) | 0.9 | $28M | 480k | 58.32 | |
| Array Technologies Com Shs (ARRY) | 0.5 | $14M | 2.4M | 5.90 | |
| Nextracker Class A Com (NXT) | 0.0 | $544k | 10k | 54.37 |
