13F-HR filed by PECONIC PARTNERS LLC
PECONIC PARTNERS LLC filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-17, with 15 holding rows worth $4,208,021,192.
- Accession
- 0001050464-26-000002
- Filer
- CIK 1050464
- Filed
- 2026-02-17
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 15 entries on the cover page, a total value of $4,208,021,192 stated on the cover page (in dollars after the unit check, H1), rows summing to $4,208,021,192 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 filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| QUANTA SVCS INC | 74762E102 | COM | 5,007,840 | $2,113,608,950 | dollars as filed | |
| DYCOM INDS INC COM | 267475101 | Stock | 4,108,320 | $1,388,201,328 | dollars as filed | |
| MASTEC INC COM | 576323109 | Stock | 1,600,000 | $347,792,000 | dollars as filed | |
| FREEPORT MCMORAN INC CL B | 35671D857 | Stock | 2,000,000 | $101,580,000 | dollars as filed | |
| FIRST SOLAR INC COM | 336433107 | Stock | 295,000 | $77,062,850 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 303,980 | $70,164,664 | dollars as filed | |
| EQT CORP COM | 26884L109 | Stock | 580,000 | $31,088,000 | dollars as filed | |
| RANGE RES CORP COM | 75281A109 | Stock | 800,000 | $28,208,000 | dollars as filed | |
| DEVON ENERGY CORP NEW COM | 25179M103 | Stock | 300,000 | $10,989,000 | dollars as filed | |
| COTERRA ENERGY INC COM | 127097103 | Stock | 400,000 | $10,528,000 | dollars as filed | |
| ANTERO RESOURCES CORP COM | 03674X106 | Stock | 300,000 | $10,338,000 | dollars as filed | |
| CINEMARK HLDGS INC COM | 17243V102 | Stock | 400,000 | $9,296,000 | dollars as filed | |
| AMC ENTMT HLDGS INC | 00165C302 | CL A NEW | 3,000,000 | $4,680,000 | dollars as filed | |
| SILICON LABORATORIES INC COM | 826919102 | Stock | 30,000 | $3,921,000 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 1,800 | $563,400 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001050464-26-000002 | this filing | 2026-02-17 | acceptance time not in the bulk data set |