Peconic Partners LLC Portfolio Holdings by Sector
Peconic Partners LLC
- $1.96 Billion
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Engineering & Construction | Industrials
PWR DY 2 stocks |
$1.91 Million
97.66% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Solar | Technology
SHLS ARRY 2 stocks |
$24,569
1.25% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Resorts & Casinos | Consumer Cyclical
CZR 1 stocks |
$20,121
1.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$757
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE 1 stocks |
$459
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|