PECONIC PARTNERS LLC - Portfolio overview

PECONIC PARTNERS LLC has 12 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are stocks.

Its largest classified sector exposures are Industrials and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. PWR - QUANTA SCVS INC, 46.69%
2. DY - DYCOM INDS INC, 23.67%
3. MTZ - MASTEC INC, 19.55%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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