13F Filings History of PECONIC PARTNERS LLC
- Latest 13F filing
- Q2 2026 - 14 Aug 2026
- Latest reported 13F value
- $7,522,069,334
- Largest 13F holdings
-
PWR DY MTZ FCX AMC CNK GOOGL
- Form 13F summary
-
- PECONIC PARTNERS LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- PECONIC PARTNERS LLC reported 7 equity holdings with a total reported market value of $7,522,069,334 for Q2 2026. Top reported holdings included PWR, DY, MTZ, FCX, and AMC.
- Manager signature
- Wook Lee - Chief Operating Officer
- Manager location
- New York, NY
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q2 2026
Latest value
$7,522,069,334
Quarter delta
+$1,741,337,446
Accepted
14 Aug 2026, 16:00
Rows shown
1-25 of 51
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | 7 | $7,522,069,334 | +$326,729,526 | -$483,131,674 | -$156,402,148 | PWR, DY, MTZ, FCX, AMC | 13F-HR | 14 Aug 2026, 16:00 |
| Q1 2026 | 9 | $5,780,731,888 | +$870,635,366 | -$95,072,000 | +$775,563,366 | PWR, DY, MTZ, AMZN, FCX | 13F-HR | 15 May 2026, 16:03 |
| Q4 2025 | 15 | $4,208,021,192 | +$453,162,350 | -$92,213,071 | +$360,949,279 | PWR, DY, MTZ, FCX, FSLR | 13F-HR | 17 Feb 2026, 16:08 |
| Q3 2025 | 12 | $3,616,243,676 | +$282,988,897 | -$200,537,733 | +$82,451,164 | PWR, DY, MTZ, SHLS, EQT | 13F-HR | 14 Nov 2025, 14:16 |
| Q2 2025 | 11 | $3,119,609,039 | +$291,718,724 | -$134,351,143 | +$157,367,581 | PWR, DY, XLU, FSLR, RRC | 13F-HR | 14 Aug 2025, 14:08 |
| Q1 2025 | 7 | $1,957,965,218 | +$53,898,938 | -$142,585,800 | -$88,686,862 | PWR, DY, CZR, SHLS, ARRY | 13F-HR | 15 May 2025, 15:16 |
| Q4 2024 | 12 | $2,460,190,054 | +$186,010,786 | -$131,174,200 | +$54,836,586 | PWR, DY, UBER, CMCSA, VST | 13F-HR | 14 Feb 2025, 16:07 |
| Q3 2024 | 6 | $2,390,250,898 | +$36,359,200 | -$328,524,852 | -$292,165,652 | PWR, DY, EEM, IBM, AMZN | 13F-HR | 14 Nov 2024, 15:14 |
| Q2 2024 | 11 | $2,332,874,602 | +$158,694,164 | -$161,220,610 | -$2,526,446 | PWR, DY, CCL, MU, MTZ | 13F-HR | 14 Aug 2024, 15:36 |
| Q1 2024 | 10 | $2,251,936,990 | +$333,642,207 | -$507,296,404 | -$173,654,197 | PWR, DY, XLU, MU, CCL | 13F-HR | 15 May 2024, 15:39 |
| Q4 2023 | 9 | $2,083,125,950 | +$80,057,081 | -$31,348,352 | +$48,708,729 | PWR, WCC, DY, CLF, AMZN | 13F-HR | 14 Feb 2024, 14:25 |
| Q3 2023 | 8 | $1,715,910,658 | +$21,615,960 | -$133,467,325 | -$111,851,365 | PWR, WCC, DY, MTZ, CNK | 13F-HR | 14 Nov 2023, 14:13 |
| Q2 2023 | 16 | $2,070,262,049 | +$187,657,312 | -$167,563,335 | +$20,093,977 | PWR, WCC, DY, MTZ, UBER | 13F-HR | 14 Aug 2023, 14:36 |
| Q1 2023 | 34 | $1,734,374,279 | +$99,986,837 | -$125,276,326 | -$25,289,489 | PWR, WCC, DY, UBER, SBAC | 13F-HR | 15 May 2023, 14:10 |
| Q4 2022 | 33 | $1,549,834,603 | +$84,452,498 | -$85,817,935 | -$1,365,437 | PWR, WCC, DY, GM, UBER | 13F-HR | 14 Feb 2023, 14:02 |
| Q3 2022 | 34 | $1,447,156,000 | +$210,578,061 | -$169,826,000 | +$40,752,061 | PWR, WCC, DY, GM, UBER | 13F-HR | 14 Nov 2022, 14:22 |
| Q2 2022 | 58 | $1,363,514,000 | +$227,232,540 | -$75,591,594 | +$151,640,946 | PWR, WCC, DY, SBAC, KMI | 13F-HR | 15 Aug 2022, 16:40 |
| Q1 2022 | 44 | $1,305,323,000 | +$151,672,926 | -$182,134,464 | -$30,461,538 | PWR, WCC, DY, GOLD, SBAC | 13F-HR | 16 May 2022, 16:28 |
| Q4 2021 | 42 | $1,244,191,000 | +$128,299,597 | -$85,397,245 | +$42,902,352 | PWR, WCC, DY, MTZ, IWM | 13F-HR | 14 Feb 2022, 16:30 |
| Q3 2021 | 48 | $1,126,944,000 | +$136,658,607 | -$154,183,420 | -$17,524,813 | PWR, WCC, DY, MTZ, MCD | 13F-HR | 15 Nov 2021, 16:49 |
| Q2 2021 | 51 | $999,288,000 | +$110,163,343 | -$106,135,182 | +$4,028,161 | PWR, WCC, DY, CLF, MTZ | 13F-HR | 16 Aug 2021, 16:05 |
| Q1 2021 | 57 | $953,233,000 | +$150,889,896 | -$168,467,569 | -$17,577,673 | PWR, WCC, DY, MTZ, CLF | 13F-HR | 17 May 2021, 16:24 |
| Q4 2020 | 66 | $829,458,000 | +$230,258,735 | -$147,774,539 | +$82,484,196 | PWR, WCC, DY, TECK, MTZ | 13F-HR | 16 Feb 2021, 16:46 |
| Q3 2020 | 44 | $561,180,000 | +$155,986,977 | -$44,673,359 | +$111,313,618 | PWR, WCC, SBAC, GOOGL, NTR | 13F-HR | 16 Nov 2020, 16:23 |
| Q2 2020 | 61 | $358,717,000 | +$98,196,824 | -$66,821,516 | +$31,375,308 | PWR, WCC, SBAC, EA, GLD | 13F-HR | 14 Aug 2020, 16:20 |