Notify me when PECONIC PARTNERS LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 15 | $4,208,021,192 | +$453,162,350 | -$92,213,071 | +$360,949,279 | PWR, DY, MTZ, FCX, FSLR | 13F-HR | 17 Feb 2026, 16:08 |
| Q3 2025 | 12 | $3,616,243,676 | +$282,988,897 | -$200,537,733 | +$82,451,164 | PWR, DY, MTZ, SHLS, EQT | 13F-HR | 14 Nov 2025, 14:16 |
| Q2 2025 | 11 | $3,119,609,039 | +$291,718,724 | -$134,351,143 | +$157,367,581 | PWR, DY, XLU, FSLR, RRC | 13F-HR | 14 Aug 2025, 14:08 |
| Q1 2025 | 7 | $1,957,965,218 | +$53,898,938 | -$142,585,800 | -$88,686,862 | PWR, DY, CZR, SHLS, ARRY | 13F-HR | 15 May 2025, 15:16 |
| Q4 2024 | 12 | $2,460,190,054 | +$186,010,786 | -$131,174,200 | +$54,836,586 | PWR, DY, UBER, CMCSA, VST | 13F-HR | 14 Feb 2025, 16:07 |
| Q3 2024 | 6 | $2,390,250,898 | +$36,359,200 | -$328,524,852 | -$292,165,652 | PWR, DY, EEM, IBM, AMZN | 13F-HR | 14 Nov 2024, 15:14 |
| Q2 2024 | 11 | $2,332,874,602 | +$158,694,164 | -$161,220,610 | -$2,526,446 | PWR, DY, CCL, MU, MTZ | 13F-HR | 14 Aug 2024, 15:36 |
| Q1 2024 | 10 | $2,251,936,990 | +$333,642,207 | -$507,296,404 | -$173,654,197 | PWR, DY, XLU, MU, CCL | 13F-HR | 15 May 2024, 15:39 |
| Q4 2023 | 9 | $2,083,125,950 | +$80,057,081 | -$31,348,352 | +$48,708,729 | PWR, WCC, DY, CLF, AMZN | 13F-HR | 14 Feb 2024, 14:25 |
| Q3 2023 | 8 | $1,715,910,658 | +$21,615,960 | -$133,467,325 | -$111,851,365 | PWR, WCC, DY, MTZ, CNK | 13F-HR | 14 Nov 2023, 14:13 |
| Q2 2023 | 16 | $2,070,262,049 | +$187,657,312 | -$167,563,335 | +$20,093,977 | PWR, WCC, DY, MTZ, UBER | 13F-HR | 14 Aug 2023, 14:36 |
| Q1 2023 | 34 | $1,734,374,279 | +$99,986,837 | -$125,276,326 | -$25,289,489 | PWR, WCC, DY, UBER, SBAC | 13F-HR | 15 May 2023, 14:10 |
| Q4 2022 | 33 | $1,549,834,603 | +$84,452,498 | -$85,817,935 | -$1,365,437 | PWR, WCC, DY, GM, UBER | 13F-HR | 14 Feb 2023, 14:02 |
| Q3 2022 | 34 | $1,447,156,000 | +$210,578,061 | -$169,826,000 | +$40,752,061 | PWR, WCC, DY, GM, UBER | 13F-HR | 14 Nov 2022, 14:22 |
| Q2 2022 | 58 | $1,363,514,000 | +$227,232,540 | -$75,591,594 | +$151,640,946 | PWR, WCC, DY, SBAC, KMI | 13F-HR | 15 Aug 2022, 16:40 |
| Q1 2022 | 44 | $1,305,323,000 | +$151,672,926 | -$182,134,464 | -$30,461,538 | PWR, WCC, DY, GOLD, SBAC | 13F-HR | 16 May 2022, 16:28 |
| Q4 2021 | 42 | $1,244,191,000 | +$128,299,597 | -$85,397,245 | +$42,902,352 | PWR, WCC, DY, MTZ, IWM | 13F-HR | 14 Feb 2022, 16:30 |
| Q3 2021 | 48 | $1,126,944,000 | +$136,658,607 | -$154,183,420 | -$17,524,813 | PWR, WCC, DY, MTZ, MCD | 13F-HR | 15 Nov 2021, 16:49 |
| Q2 2021 | 51 | $999,288,000 | +$110,163,343 | -$106,135,182 | +$4,028,161 | PWR, WCC, DY, CLF, MTZ | 13F-HR | 16 Aug 2021, 16:05 |
| Q1 2021 | 57 | $953,233,000 | +$150,889,896 | -$168,467,569 | -$17,577,673 | PWR, WCC, DY, MTZ, CLF | 13F-HR | 17 May 2021, 16:24 |
| Q4 2020 | 66 | $829,458,000 | +$230,258,735 | -$147,774,539 | +$82,484,196 | PWR, WCC, DY, TECK, MTZ | 13F-HR | 16 Feb 2021, 16:46 |
| Q3 2020 | 44 | $561,180,000 | +$155,986,977 | -$44,673,359 | +$111,313,618 | PWR, WCC, SBAC, GOOGL, NTR | 13F-HR | 16 Nov 2020, 16:23 |
| Q2 2020 | 61 | $358,717,000 | +$98,196,824 | -$66,821,516 | +$31,375,308 | PWR, WCC, SBAC, EA, GLD | 13F-HR | 14 Aug 2020, 16:20 |
| Q1 2020 | 51 | $258,611,000 | +$41,458,069 | -$209,546,002 | -$168,087,933 | PWR, AMZN, SBAC, DY, GOOGL | 13F-HR | 15 May 2020, 16:08 |
| Q4 2019 | 66 | $489,020,000 | +$193,788,949 | -$159,972,859 | +$33,816,090 | PWR, GOOGL, EEM, VWO, HD | 13F-HR | 14 Feb 2020, 16:24 |
| Q3 2019 | 56 | $429,976,000 | +$212,311,202 | -$350,058,290 | -$137,747,088 | PWR, TGT, LEN, HD, SBAC | 13F-HR | 14 Nov 2019, 10:29 |
| Q2 2019 | 56 | $507,904,000 | +$50,082,239 | -$55,114,459 | -$5,032,220 | MTZ, PWR, TRGP, WPX, SBAC | 13F-HR | 14 Aug 2019, 10:38 |
| Q1 2019 | 54 | $497,555,000 | +$93,099,298 | -$81,955,025 | +$11,144,273 | MTZ, PWR, WPX, TRGP, SBAC | Restatement | 15 May 2019, 13:01 |
| Q4 2018 | 42 | $408,586,000 | +$102,899,587 | -$54,911,143 | +$47,988,444 | MTZ, PWR, KMI, MSFT, TSLA | 13F-HR | 14 Feb 2019, 07:43 |
| Q3 2018 | 49 | $396,250,000 | +$62,259,171 | -$177,687,228 | -$115,428,057 | MTZ, PWR, SBAC, MSFT, GOOGL | 13F-HR | 14 Nov 2018, 10:15 |
| Q2 2018 | 49 | $544,933,000 | +$83,908,980 | -$64,721,659 | +$19,187,321 | MTZ, PWR, KMI, URI, FLXN | 13F-HR | 14 Aug 2018, 15:28 |
| Q1 2018 | 42 | $517,219,000 | +$192,345,375 | -$350,648,627 | -$158,303,252 | MTZ, PWR, URI, WPX, WCC | 13F-HR | 15 May 2018, 15:01 |
| Q4 2017 | 47 | $684,844,000 | +$331,487,748 | -$289,830,180 | +$41,657,568 | MTZ, QUANTA SVCS INC, NFX, WPX, URI | 13F-HR | 14 Feb 2018, 10:40 |
| Q3 2017 | 41 | $617,508,000 | +$128,616,312 | -$154,383,698 | -$25,767,386 | MTZ, PWR, XOP, NFX, JUNO | 13F-HR | 14 Nov 2017, 16:27 |
| Q2 2017 | 49 | $617,430,000 | +$146,638,130 | -$385,203,784 | -$238,565,654 | MTZ, PWR, DY, NFX, GS | 13F-HR | 14 Aug 2017, 16:54 |
| Q1 2017 | 46 | $870,842,000 | +$308,171,632 | -$210,385,033 | +$97,786,599 | MTZ, DY, PWR, IWM, APA | 13F-HR | 15 May 2017, 16:37 |
| Q4 2016 | 41 | $755,189,000 | +$216,707,341 | -$276,026,232 | -$59,318,891 | MTZ, DY, APA, PWR, AMLP | 13F-HR | 14 Feb 2017, 16:02 |
| Q3 2016 | 43 | $790,024,000 | +$283,151,406 | -$318,974,998 | -$35,823,592 | DY, MTZ, APA, GOOGL, AMLP | 13F-HR | 14 Nov 2016, 17:53 |
| Q2 2016 | 43 | $805,510,000 | +$408,897,075 | -$140,753,834 | +$268,143,241 | IWM, DY, MTZ, AGN, EPD | 13F-HR | 15 Aug 2016, 16:15 |
| Q1 2016 | 44 | $460,789,000 | +$190,694,619 | -$129,503,001 | +$61,191,618 | DY, MTZ, GOOGL, TJX, DAL | 13F-HR | 16 May 2016, 16:48 |
| Q4 2015 | 31 | $228,726,000 | $0 | $0 | $0 | MTZ, PWR, BBY, GM, INFN | 13F-HR | 16 Feb 2016, 16:19 |
| Q3 2015 | 36 | $611,988,000 | +$116,770,990 | -$99,692,088 | +$17,078,902 | DY, PWR, MTZ, GM, BBY | 13F-HR | 16 Nov 2015, 16:44 |
| Q2 2015 | 42 | $618,160,000 | +$137,368,349 | -$174,615,357 | -$37,247,008 | DY, PWR, GM, MTZ, INFN | 13F-HR | 14 Aug 2015, 12:53 |
| Q1 2015 | 45 | $642,465,000 | +$261,076,324 | -$97,954,692 | +$163,121,632 | DY, PWR, GM, MTZ, COST | 13F-HR | 15 May 2015, 14:55 |
| Q4 2014 | 37 | $460,474,000 | +$136,050,058 | -$344,561,554 | -$208,511,496 | DY, PWR, MTZ, GM, BBY | 13F-HR | 13 Feb 2015, 16:58 |
| Q3 2014 | 48 | $726,828,000 | +$149,939,089 | -$239,884,742 | -$89,945,653 | PWR, DY, MTZ, WFTIQ, FLR | 13F-HR | 14 Nov 2014, 13:25 |
| Q2 2014 | 64 | $880,574,000 | +$177,206,300 | -$337,269,671 | -$160,063,371 | PWR, DY, MTZ, WFT, FLR | 13F-HR | 14 Aug 2014, 15:19 |
| Q1 2014 | 67 | $1,054,546,000 | +$177,455,830 | -$146,821,243 | +$30,634,587 | PWR, MTZ, FLR, URI, DY | 13F-HR | 15 May 2014, 14:59 |
| Q4 2013 | 73 | $957,781,000 | $0 | $0 | $0 | PWR, FLR, MTZ, DY, URI | 13F-HR | 12 Feb 2014, 17:19 |