Peconic Partners LLC
CIK Number: 0001050464
1.96B
Market Value
12
# of Holdings
9 months
Avg. Holding Period
14.29%
Win Rate
57.97%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | PWR | Quanta Services... | 361.41 | +0.88% | 5.2M | -5.46% | 1.64B | 42.52 | 66.78% |
| 2 | DY | Dycom Industrie... | 232.56 | -0.25% | 3.65M | +0.97% | 635.93M | 97.31 | 25.85% |
| 3 | UBER | Uber Technologi... | 85.05 | +1.33% | 600K | +100.00% | 36.19M | 60.32 | 1.47% |
| 4 | CMCSA | Comcast Corpora... | 35.06 | +0.16% | 900K | +100.00% | 33.78M | 37.53 | 1.37% |
| 5 | VST | Vistra Corp. | 177.27 | +2.03% | 220K | +100.00% | 30.33M | 137.87 | 1.23% |
| 6 | SHLS | Shoals Technolo... | 5.33 | +4.40% | 3.7M | +100.00% | 20.46M | 5.53 | 0.83% |
| 7 | EQT | EQT Corporation | 58.16 | +2.32% | 400K | +100.00% | 18.44M | 46.11 | 0.75% |
| 8 | CZR | Caesars Enterta... | 26.25 | +2.70% | 504.84K | +100.00% | 16.87M | 33.42 | 0.69% |
| 9 | NXT | Nextracker Inc. | 60.67 | -0.07% | 380K | +100.00% | 13.88M | 36.53 | 0.56% |
| 10 | NWL | Newell Brands I... | 5.78 | +10.21% | 1M | +100.00% | 9.96M | 9.96 | 0.40% |
| 11 | AMZN | Amazon.com, Inc... | 216.06 | +1.87% | 3.98K | 0.00% | 873.17K | 142.89 | 0.04% |
| 12 | NEE | NextEra Energy,... | 73.71 | -1.43% | 6.49K | 0.00% | 464.91K | 63.38 | 0.02% |