PECONIC PARTNERS LLC Q3 2023 Filing

Filed November 14, 2023

Portfolio Value

$1.7B

Holdings

8

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (8 positions)

#StockSharesValue% PortfolioType
1
PWRQUANTA SCVS INC
5,528,365$1034.2T60270715.89%
2
WCCWESCO INTL INC
2,450,348$352.4T20537735.02%
3
DYDYCOM INDS INC
3,244,047$288.7T16826067.98%
4
MTZMASTEC INC
301,047$21.7T1262674.21%
5
CNKCINEMARK HLDGS INC
300,000$5.5T320821.02%
6
UBERUBER TECHNOLOGIES INC
110,330$5.1T295707.64%
7
AMZNAMAZON COM INC
37,915$4.8T280886.24%
8
SGSWEETGREEN INC
300,000$3.5T205430.35%