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13F-HR filed by PECONIC PARTNERS LLC

PECONIC PARTNERS LLC filed this 13F-HR for the quarter ended 2023-09-30, filed 2023-11-14, with 8 holding rows worth $1,715,910,658.

Accession
0001050464-23-000013
Filed
2023-11-14
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2023

A holdings report, 8 entries on the cover page, a total value of $1,715,910,658 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,715,910,658 with VALUE read as dollars as filed, 13F file number 028-06618. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
QUANTA SVCS INC74762E102COM5,528,365$1,034,191,241dollars as filed
WESCO INTL INC COM95082P105Stock2,450,348$352,409,049dollars as filed
DYCOM INDS INC COM267475101Stock3,244,047$288,720,183dollars as filed
MASTEC INC COM576323109Stock301,047$21,666,353dollars as filed
CINEMARK HLDGS INC COM17243V102Stock300,000$5,505,000dollars as filed
Uber Technologies90353T100COM110,330$5,074,077dollars as filed
Amazon.com, Inc023135106COM37,915$4,819,755dollars as filed
SWEETGREEN INC87043Q108COM CL A300,000$3,525,000dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001050464-23-000013this filing2023-11-14acceptance time not in the bulk data set