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PECONIC PARTNERS LLC: DY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PECONIC PARTNERS LLC on DY, newest first. How the timeline and the estimate are built.

PECONIC PARTNERS LLC held 4,443,320 DY shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,443,320 shares
    Change vs previous 13F +330,000 shares

    29.87% of the 13F portfolio, value $2,246,498,159.

    13F-HR 0001050464-26-000005 filed by PECONIC PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 4,113,320 shares
    Change vs previous 13F +5,000 shares

    24.11% of the 13F portfolio, value $1,393,675,082.

    13F-HR 0001050464-26-000004 filed by PECONIC PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 4,108,320 shares
    Change vs previous 13F -9,000 shares

    32.99% of the 13F portfolio, value $1,388,201,328.

    13F-HR 0001050464-26-000002 filed by PECONIC PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 4,117,320 shares
    Change vs previous 13F +299,495 shares

    33.22% of the 13F portfolio, value $1,201,269,283.

    13F-HR 0001050464-25-000005 filed by PECONIC PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 3,817,825 shares
    Change vs previous 13F +105,586 shares

    29.91% of the 13F portfolio, value $933,038,252.

    13F-HR 0001855205-25-000058 filed by PECONIC PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 3,712,239 shares
    Change vs previous 13F +58,747 shares

    28.88% of the 13F portfolio, value $565,522,489.

    13F-HR 0001855205-25-000032 filed by PECONIC PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 3,653,492 shares
    Change vs previous 13F +35,000 shares

    25.85% of the 13F portfolio, value $635,926,818.

    13F-HR 0001855205-25-000017 filed by PECONIC PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 3,618,492 shares
    Change vs previous 13F not available

    29.84% of the 13F portfolio, value $713,204,773.

    13F-HR 0001855205-24-000059 filed by PECONIC PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).