Peconic Partners LLC - Q12026 Holdings

Peconic Partners LLC holds 9 stocks with a total portfolio value of $ 5.78B as of Q12026. In Q12026, Peconic Partners LLC added 0 new positions, increased stakes in 5 stocks, reduced 0 holdings, and fully exited 6 positions. The largest holding is Quanta Scvs Inc (PWR), representing 47.56% of the total portfolio.