account_balance
Investment manager · 13F filer · SEC CIK 1050464
Peconic Partners LLC
Reported value$7.52Bas of Jun 30, 2026
Positions7 0 new, 2 sold out
Top 10 weight100.0%PWR alone is 45%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
This fund reports 7 stocks.
PWRQuanta SCVS Inc
45.2%Trimmed −6%
DYDycom Inds Inc
29.9%Added +8%
MTZMastec Inc
20.3%Added +3%
FCX3.3%AMC0.8%CNKPWRQuanta SCVS Inc
45.2%Trimmed −6%
DYDycom Inds Inc
29.9%Added +8%
MTZMastec Inc
20.3%Added +3%
FCX3.3%AMCBox size is the share of the fund. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
What changed