Peconic Partners LLC Portfolio Holdings
Peconic Partners LLC
- $2.45 Billion
- Q4 2024
Peconic Partners LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $2.45 Billion distributed in 12 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Quanta Services, Inc. with a value of $1.64B, Dycom Industries Inc with a value of $636M, Uber Technologies, Inc with a value of $36.2M, Comcast Corp with a value of $33.8M, and Vistra Corp. with a value of $30.3M.
Examining the 13F form we can see an increase of $58.2M in the current position value, from $2.39B to 2.45B.
Peconic Partners LLC is based out at New York, NY
Below you can find more details about Peconic Partners LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.45 Billion
Industrials: $2.28 Billion
Technology: $56.7 Million
Communication Services: $33.8 Million
Utilities: $30.8 Million
Energy: $18.4 Million
Consumer Cyclical: $17.7 Million
Consumer Defensive: $9.96 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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