PECONIC PARTNERS LLC
An institutional investment manager in NEW YORK, NY. Its Form 13F for the quarter ended Jun 30, 2026, filed Aug 14, 2026. SEC CIK 1050464.
- Reported value$8.04bn
- Positions8
Holdings: 8 positions
The filing on sec.govAs filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31.
| Issuer | Class | CUSIP | Reported value$m | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Quanta SCVS IncPWR | COM | 74762E102 | 3,399 | 42.3% | 4,720,847 | Reduced−286,993 | |
| Dycom Inds IncDY | COM | 267475101 | 2,246 | 27.9% | 4,443,320 | Added+330,000 | |
| Mastec IncMTZ | COM | 576323109 | 1,530 | 19.0% | 3,678,431 | Added+100,000 | |
| State STR SPDR S&P 500 ETF T | PUT | 78462F953 | 523 | 6.5% | 700,000 | Put | New+700,000 |
| Freeport-Mcmoran IncFCX | CL B | 35671D857 | 246 | 3.1% | 3,917,068 | Added+600,000 | |
| AMC Entmt Holdings IncAMC | CL A NEW | 00165C302 | 60.8 | 0.8% | 32,000,000 | Added+29,000,000 | |
| Cinemark Holdings IncCNK | COM | 17243V102 | 38.1 | 0.5% | 1,201,917 | Added+801,917 | |
| Alphabet IncGOOGL | CAP STK CL A | 02079K305 | 0.6 | <0.1% | 1,800 | Unchanged |
Sold out: 2 positions
Held at the end of the quarter before and not reported this quarter.
| Issuer | Class | CUSIP | Reported value$ | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Amazon Com IncAMZN | COM | 023135106 | 0.0 | 0.0% | 0 | Sold out−953,414 | |
| First Solar IncFSLR | COM | 336433107 | 0.0 | 0.0% | 0 | Sold out−395,000 |
Source: SEC EDGAR, Form 13F-HR, accession 0001050464-26-000005 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.