# PECONIC PARTNERS LLC: Form 13F holdings

An institutional investment manager in NEW YORK, NY. SEC CIK 1050464.

- Quarter ended: 2026-06-30
- Filed: 2026-08-14
- Reported value: $8.04bn
- Positions: 8 (8 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1050464/000105046426000005/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [QUANTA SCVS INC (PWR)](/companies/pwr.md) | COM | $3.40bn | 42.3% | 4,720,847 |  | Reduced −286,993 |
| [DYCOM INDS INC (DY)](/companies/dy.md) | COM | $2.25bn | 27.9% | 4,443,320 |  | Added +330,000 |
| [MASTEC INC (MTZ)](/companies/mtz.md) | COM | $1.53bn | 19.0% | 3,678,431 |  | Added +100,000 |
| STATE STR SPDR S&P 500 ETF T | PUT | $522.7m | 6.5% | 700,000 | Put | New +700,000 |
| [FREEPORT-MCMORAN INC (FCX)](/companies/fcx.md) | CL B | $246.3m | 3.1% | 3,917,068 |  | Added +600,000 |
| [AMC ENTMT HLDGS INC (AMC)](/companies/amc.md) | CL A NEW | $60.8m | 0.8% | 32,000,000 |  | Added +29,000,000 |
| [CINEMARK HLDGS INC (CNK)](/companies/cnk.md) | COM | $38.1m | 0.5% | 1,201,917 |  | Added +801,917 |
| [ALPHABET INC (GOOGL)](/companies/googl.md) | CAP STK CL A | $643.3k | <0.1% | 1,800 |  | Unchanged |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [AMAZON COM INC (AMZN)](/companies/amzn.md) | COM | $0 | 0.0% | 0 |  | Sold out −953,414 |
| [FIRST SOLAR INC (FSLR)](/companies/fslr.md) | COM | $0 | 0.0% | 0 |  | Sold out −395,000 |

Source: SEC EDGAR, Form 13F-HR, accession 0001050464-26-000005. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.