Peconic Partners LLC New Holdings in Q4 2024

Peconic Partners LLC

Stock	Shares change	Price Range	Shares Held
UBER Uber Technologies, Inc Technology	600K New	$59.93 - $86.34 $36M - $51.8M	600K $36.2M
CMCSA Comcast Corp Communication Services	900K New	$37.39 - $45.14 $33.7M - $40.6M	900K $33.8M
VST Vistra Corp. Utilities	220K New	$115.74 - $166.61 $25.5M - $36.7M	220K $30.3M
SHLS Shoals Technologies Group, Inc. Technology	3.7M New	$4.15 - $6.14 $15.4M - $22.7M	3.7M $20.5M
EQT Eqt Corp Energy	400K New	$35.62 - $46.89 $14.2M - $18.8M	400K $18.4M
CZR Caesars Entertainment, Inc. Consumer Cyclical	505K New	$32.82 - $45.55 $16.6M - $23M	505K $16.9M
NWL Newell Brands Inc. Consumer Defensive	1M New	$7.18 - $11.63 $7.18M - $11.6M	1M $9.96M
Nextracker Inc	380K New	N/A	380K $0

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