Peconic Partners as of March 31, 2026
Portfolio Holdings for Peconic Partners
Peconic Partners holds 9 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Quanta Services (PWR) | 47.6 | $2.7B | 5.0M | 549.02 | |
| Dycom Industries (DY) | 24.1 | $1.4B | 4.1M | 338.82 | |
| MasTec (MTZ) | 19.9 | $1.2B | 3.6M | 321.74 | |
| Amazon (AMZN) | 3.4 | $199M | 953k | 208.27 | |
| Freeport-mcmoran CL B (FCX) | 3.4 | $195M | 3.3M | 58.78 | |
| First Solar (FSLR) | 1.3 | $78M | 395k | 197.26 | |
| Cinemark Holdings (CNK) | 0.2 | $11M | 400k | 28.52 | |
| Amc Entmt Hldgs Cl A New (AMC) | 0.1 | $2.9M | 3.0M | 0.98 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $518k | 1.8k | 287.56 |
