Peconic Partners LLC - Q42025 Holdings

Peconic Partners LLC holds 15 stocks with a total portfolio value of $ 4.21B as of Q42025. In Q42025, Peconic Partners LLC added 6 new positions, increased stakes in 4 stocks, reduced 1 holding, and fully exited 3 positions. The largest holding is Quanta Scvs Inc (PWR), representing 50.23% of the total portfolio.