Peconic Partners Llc Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ4 2025
- Locationnew york, NY
- CIK0001050464
- All SEC filings
Q4 2025 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
15 | $4.21B | PWR, DY, MTZ, FCX | 13F-HR | Feb 17, 2026 | 000105046426000002 | ||
12 | $3.62B | PWR, DY, MTZ, SHLS | 13F-HR | Nov 14, 2025 | 000105046425000005 | ||
11 | $3.12B | PWR, DY, XLU, FSLR | 13F-HR | Aug 14, 2025 | 000185520525000058 | ||
7 | $1.96B | PWR, DY, CZR, SHLS | 13F-HR | May 15, 2025 | 000185520525000032 | ||
12 | $2.46B | PWR, DY, UBER, CMCSA | 13F-HR | Feb 14, 2025 | 000185520525000017 | ||
6 | $2.39B | PWR, DY, EEM, IBM | 13F-HR | Nov 14, 2024 | 000185520524000059 | ||
11 | $2.33B | PWR, DY, CCL, MU | 13F-HR | Aug 14, 2024 | 000185520524000038 | ||
10 | $2.25B | PWR, DY, XLU, MU | 13F-HR | May 15, 2024 | 000185520524000026 | ||
9 | $2.08B | PWR, WCC, DY, CLF | 13F-HR | Feb 14, 2024 | 000185520524000013 | ||
8 | $1.72B | PWR, WCC, DY, MTZ | 13F-HR | Nov 14, 2023 | 000105046423000013 | ||
16 | $2.07B | PWR, WCC, DY, MTZ | 13F-HR | Aug 14, 2023 | 000105046423000011 | ||
34 | $1.76B | PWR, WCC, DY, UBER | 13F-HR | May 15, 2023 | 000105046423000007 | ||
33 | $1.55B | PWR, WCC, DY, GM | 13F-HR | Feb 14, 2023 | 000105046423000006 | ||
34 | $1.45B | PWR, WCC, DY, GM | 13F-HR | Nov 14, 2022 | 000105046422000006 | ||
58 | $1.36B | PWR, WCC, DY, SBA COMMUNICATIONS CORP NEW | 13F-HR | Aug 15, 2022 | 000105046422000005 | ||
44 | $1.31B | PWR, WCC, DY, GOLD | 13F-HR | May 16, 2022 | 000105046422000004 | ||
42 | $1.24B | PWR, WCC, DY, MTZ | 13F-HR | Feb 14, 2022 | 000105046422000003 | ||
48 | $1.13B | PWR, WCC, DY, MTZ | 13F-HR | Nov 15, 2021 | 000117266121002394 | ||
51 | $999.29M | PWR, WCC, DY, CLF | 13F-HR | Aug 16, 2021 | 000117266121001831 | ||
57 | $953.23M | PWR, WCC, DY, MTZ | 13F-HR | May 17, 2021 | 000117266121001355 | ||
67 | $834.19M | PWR, WCC, DY, TECK/B | 13F-HR | Feb 16, 2021 | 000117266121000791 | ||
44 | $561.18M | PWR, WCC, SBA COMMUNICATIONS CORP NEW, GOOGL | 13F-HR | Nov 16, 2020 | 000117266120002306 | ||
61 | $358.72M | PWR, WCC, SBA COMMUNICATIONS CORP NEW, EA | 13F-HR | Aug 14, 2020 | 000117266120001832 | ||
51 | $258.61M | PWR, AMZN, SBA COMMUNICATIONS CORP NEW, DY | 13F-HR | May 15, 2020 | 000117266120001371 | ||
66 | $490.33M | PWR, GOOGL, EEM, VWO | 13F-HR | Feb 14, 2020 | 000117266120000855 | ||
56 | $429.98M | PWR, DYH, LEN, HD | 13F-HR | Nov 14, 2019 | 000117266119002258 | ||
58 | $508.05M | MTZ, PWR, TRGP, WPX | 13F-HR | Aug 14, 2019 | 000117266119001796 | ||
55 | $497.64M | MTZ, PWR, WPX, TRGP | RESTATEMENT | May 15, 2019 | 000117266119001328 | ||
43 | $408.61M | MTZ, PWR, KMI, MSFT | 13F-HR | Feb 14, 2019 | 000117266119000504 | ||
49 | $396.25M | MTZ, PWR, SBA COMMUNICATIONS CORP NEW, MSFT | 13F-HR | Nov 14, 2018 | 000117266118002086 | ||
49 | $544.93M | MTZ, PWR, KMI, URI | 13F-HR | Aug 14, 2018 | 000116469118000119 | ||
42 | $517.22M | MTZ, PWR, URI, WPX | 13F-HR | May 15, 2018 | 000116469118000079 | ||
50 | $695.82M | MTZ, QUANTA SVCS INC, NFX, WPX | 13F-HR | Feb 14, 2018 | 000116469118000027 | ||
44 | $620.13M | MTZ, PWR, XOP, NFX | 13F-HR | Nov 14, 2017 | 000116469117000181 | ||
50 | $620.85M | MTZ, PWR, DY, NFX | 13F-HR | Aug 14, 2017 | 000165836317000003 | ||
46 | $870.84M | MTZ, DY, PWR, IWM | 13F-HR | May 15, 2017 | 000116469117000108 | ||
42 | $756.77M | MTZ, DY, 9990302D, PWR | 13F-HR | Feb 14, 2017 | 000116469117000055 | ||
43 | $790.02M | DY, MTZ, 9990302D, GOOGL | 13F-HR | Nov 15, 2016 | 000116469116000324 | ||
43 | $805.51M | IWM, DY, MTZ, ALLERGAN PLC | 13F-HR | Aug 15, 2016 | 000116469116000294 | ||
44 | $460.79M | DY, MTZ, GOOGL, TJX COS INC NEW | 13F-HR | May 16, 2016 | 000116469116000270 | ||
32 | $302.02M | MTZ, PWR, DY, BBY | 13F-HR | Feb 16, 2016 | 000116469116000237 | ||
36 | $611.99M | DY, PWR, MTZ, GM | 13F-HR | Nov 16, 2015 | 000116469115000174 | ||
42 | $618.16M | DY, PWR, GM, MTZ | 13F-HR | Aug 14, 2015 | 000116469115000135 | ||
45 | $642.47M | DY, PWR, GM, MTZ | 13F-HR | May 15, 2015 | 000116469115000095 | ||
37 | $460.47M | DY, PWR, MTZ, GM | 13F-HR | Feb 13, 2015 | 000116469115000029 | ||
49 | $727.25M | PWR, DY, MTZ, WEATHERFORD INTL PLC | 13F-HR | Nov 14, 2014 | 000116469114000212 | ||
64 | $880.57M | PWR, DY, MTZ, WEATHERFORD INTERNATIONAL LT | 13F-HR | Aug 14, 2014 | 000116469114000178 | ||
68 | $1.06B | PWR, MTZ, FLR, URI | 13F-HR | May 15, 2014 | 000116469114000118 | ||
75 | $959.49M | PWR, FLR, MTZ, DY | 13F-HR | Feb 12, 2014 | 000116469114000023 |