PECONIC PARTNERS LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, PECONIC PARTNERS LLC held in its portfolio 15 assets valued at $4,208,021,192 (i.e. $4.21B).

The most valuable assets in the portfolio included: QUANTA SCVS INC ($2.11B), DYCOM INDS INC ($1.39B), and MASTEC INC ($347.79M).

The chart below shows the top 10 valuable assets, and the table below shows the top 15 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in PECONIC PARTNERS LLC Portfolio

QUANTA SCVS INC

DYCOM INDS INC

MASTEC INC

FREEPORT-MCMORAN INC

FIRST SOLAR INC

AMAZON COM INC

EQT CORP

RANGE RES CORP

DEVON ENERGY CORP NEW

COTERRA ENERGY INC

PECONIC PARTNERS LLC - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
QUANTA SCVS INC	5007840	2113608950	COM
DYCOM INDS INC	4108320	1388201328	COM
MASTEC INC	1600000	347792000	COM
FREEPORT-MCMORAN INC	2000000	101580000	CL B
FIRST SOLAR INC	295000	77062850	COM
AMAZON COM INC	303980	70164664	COM
EQT CORP	580000	31088000	COM
RANGE RES CORP	800000	28208000	COM
DEVON ENERGY CORP NEW	300000	10989000	COM
COTERRA ENERGY INC	400000	10528000	COM
ANTERO RESOURCES CORP	300000	10338000	COM
CINEMARK HLDGS INC	400000	9296000	COM
AMC ENTMT HLDGS INC	3000000	4680000	CL A NEW
SILICON LABORATORIES INC	30000	3921000	COM
ALPHABET INC	1800	563400	CAP STK CL A