Peconic Partners as of June 30, 2026
Portfolio Holdings for Peconic Partners
Peconic Partners holds 8 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Quanta Services (PWR) | 42.3 | $3.4B | 4.7M | 720.04 | |
| Dycom Industries (DY) | 27.9 | $2.2B | 4.4M | 505.59 | |
| MasTec (MTZ) | 19.0 | $1.5B | 3.7M | 416.06 | |
| State Str Spdr S&p 500 Etf T Put Put Option | 6.5 | $523M | 700k | 746.77 | |
| Freeport-mcmoran CL B (FCX) | 3.1 | $246M | 3.9M | 62.89 | |
| Amc Entmt Hldgs Cl A New (AMC) | 0.8 | $61M | 32M | 1.90 | |
| Cinemark Holdings (CNK) | 0.5 | $38M | 1.2M | 31.73 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $643k | 1.8k | 357.37 |
