Peconic Partners LLC - Q22026 Holdings

Peconic Partners LLC holds 8 stocks with a total portfolio value of $ 8.04B as of Q22026. In Q22026, Peconic Partners LLC added 1 new position, increased stakes in 5 stocks, reduced 1 holding, and fully exited 2 positions. The largest holding is Quanta Scvs Inc (PWR), representing 42.25% of the total portfolio.