Peconic Partners LLC Portfolio Holdings
Peconic Partners LLC
- $2.33 Billion
- Q2 2024
Peconic Partners LLC has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $2.33 Billion distributed in 11 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Quanta Services, Inc. with a value of $1.42B, Dycom Industries Inc with a value of $612M, Carnival Corp with a value of $81.3M, Micron Technology Inc with a value of $77.7M, and Mastec Inc with a value of $51.5M.
Examining the 13F form we can see an increase of $80.9M in the current position value, from $2.25B to 2.33B.
Peconic Partners LLC is based out at New York, NY
Below you can find more details about Peconic Partners LLC portfolio as well as his latest detailed transactions.