PECONIC PARTNERS LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 14, 2024
Value $
$2.39B
Signature - Title
Wook Lee - Chief Operating Officer
Location
New York, NY
Summary
This page shows a list of all the recent 13F filings made by PECONIC PARTNERS LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. PECONIC PARTNERS LLC reported 6 stock holdings with total value $2.39B as of Q3 2024. Top holdings included PWR, DY, EEM, IBM, and AMZN.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 6 $2.39B +$36.4M -$329M -$292M PWR, DY, EEM, IBM, AMZN 13F-HR 11/14/2024, 03:14 PM
Q2 2024 11 $2.33B +$159M -$161M -$2.53M PWR, DY, CCL, MU, MTZ 13F-HR 8/14/2024, 03:36 PM
Q1 2024 10 $2.25B +$334M -$507M -$174M PWR, DY, XLU, MU, CCL 13F-HR 5/15/2024, 03:39 PM
Q4 2023 9 $2.08B +$80.1M -$31.3M +$48.7M PWR, WCC, DY, CLF, AMZN 13F-HR 2/14/2024, 02:25 PM
Q3 2023 8 $1.72B +$21.6M -$133M -$112M PWR, WCC, DY, MTZ, CNK 13F-HR 11/14/2023, 02:13 PM
Q2 2023 16 $2.07B +$188M -$168M +$20.1M PWR, WCC, DY, MTZ, UBER 13F-HR 8/14/2023, 02:36 PM
Q1 2023 34 $1.73B +$100M -$125M -$25.3M PWR, WCC, DY, UBER, SBAC 13F-HR 5/15/2023, 02:10 PM
Q4 2022 33 $1.55B +$84.5M -$85.8M -$1.37M PWR, WCC, DY, GM, UBER 13F-HR 2/14/2023, 02:02 PM
Q3 2022 34 $1.45B +$211M -$170M +$40.8M PWR, WCC, DY, GM, UBER 13F-HR 11/14/2022, 02:22 PM
Q2 2022 58 $1.36B +$227M -$75.6M +$152M PWR, WCC, DY, SBAC, KMI 13F-HR 8/15/2022, 04:40 PM
Q1 2022 44 $1.31B +$152M -$182M -$30.5M PWR, WCC, DY, GOLD, SBAC 13F-HR 5/16/2022, 04:28 PM
Q4 2021 42 $1.24B +$128M -$85.4M +$42.9M PWR, WCC, DY, MTZ, IWM 13F-HR 2/14/2022, 04:30 PM
Q3 2021 48 $1.13B +$137M -$154M -$17.5M PWR, WCC, DY, MTZ, MCD 13F-HR 11/15/2021, 04:49 PM
Q2 2021 51 $999M +$110M -$106M +$4.03M PWR, WCC, DY, CLF, MTZ 13F-HR 8/16/2021, 04:05 PM
Q1 2021 57 $953M +$151M -$168M -$17.6M PWR, WCC, DY, MTZ, CLF 13F-HR 5/17/2021, 04:24 PM
Q4 2020 66 $829M +$230M -$148M +$82.5M PWR, WCC, DY, TECK, MTZ 13F-HR 2/16/2021, 04:46 PM
Q3 2020 44 $561M +$156M -$44.7M +$111M PWR, WCC, SBAC, GOOGL, NTR 13F-HR 11/16/2020, 04:23 PM
Q2 2020 61 $359M +$98.2M -$66.8M +$31.4M PWR, WCC, SBAC, EA, GLD 13F-HR 8/14/2020, 04:20 PM
Q1 2020 51 $259M +$41.5M -$210M -$168M PWR, AMZN, SBAC, DY, GOOGL 13F-HR 5/15/2020, 04:08 PM
Q4 2019 66 $489M +$194M -$160M +$33.8M PWR, GOOGL, EEM, VWO, HD 13F-HR 2/14/2020, 04:24 PM
Q3 2019 56 $430M +$212M -$350M -$138M PWR, TGT, LEN, HD, SBAC 13F-HR 11/14/2019, 10:29 AM
Q2 2019 56 $508M +$50.1M -$55.1M -$5.03M MTZ, PWR, TRGP, WPX, SBAC 13F-HR 8/14/2019, 10:38 AM
Q1 2019 54 $498M +$93.1M -$82M +$11.1M MTZ, PWR, WPX, TRGP, SBAC Restatement 5/15/2019, 01:01 PM
Q4 2018 42 $409M +$103M -$54.9M +$48M MTZ, PWR, KMI, MSFT, TSLA 13F-HR 2/14/2019, 07:43 AM
Q3 2018 49 $396M +$62.3M -$178M -$115M MTZ, PWR, SBAC, MSFT, GOOGL 13F-HR 11/14/2018, 10:15 AM
Q2 2018 49 $545M +$83.9M -$64.7M +$19.2M MTZ, PWR, KMI, URI, FLXN 13F-HR 8/14/2018, 03:28 PM
Q1 2018 42 $517M +$192M -$351M -$158M MTZ, PWR, URI, WPX, WCC 13F-HR 5/15/2018, 03:01 PM
Q4 2017 47 $685M +$331M -$290M +$41.7M MTZ, NFX, WPX, URI, EOG 13F-HR 2/14/2018, 10:40 AM
Q3 2017 41 $618M +$129M -$154M -$25.8M MTZ, PWR, XOP, NFX, JUNO 13F-HR 11/14/2017, 04:27 PM
Q2 2017 49 $617M +$147M -$385M -$239M MTZ, PWR, DY, NFX, GS 13F-HR 8/14/2017, 04:54 PM
Q1 2017 46 $871M +$308M -$210M +$97.8M MTZ, DY, PWR, IWM, APA 13F-HR 5/15/2017, 04:37 PM
Q4 2016 41 $755M +$217M -$276M -$59.3M MTZ, DY, APA, PWR, AMLP 13F-HR 2/14/2017, 04:02 PM
Q3 2016 43 $790M +$283M -$319M -$35.8M DY, MTZ, APA, GOOGL, AMLP 13F-HR 11/14/2016, 05:53 PM
Q2 2016 43 $806M +$409M -$141M +$268M IWM, DY, MTZ, AGN, EPD 13F-HR 8/15/2016, 04:15 PM
Q1 2016 44 $461M +$191M -$130M +$61.2M DY, MTZ, GOOGL, TJX, DAL 13F-HR 5/16/2016, 04:48 PM
Q4 2015 31 $229M $0 $0 MTZ, PWR, BBY, GM, INFN 13F-HR 2/16/2016, 04:19 PM
Q3 2015 36 $612M +$117M -$99.7M +$17.1M DY, PWR, MTZ, GM, BBY 13F-HR 11/16/2015, 04:44 PM
Q2 2015 42 $618M +$137M -$175M -$37.2M DY, PWR, GM, MTZ, INFN 13F-HR 8/14/2015, 12:53 PM
Q1 2015 45 $642M +$261M -$98M +$163M DY, PWR, GM, MTZ, COST 13F-HR 5/15/2015, 02:55 PM
Q4 2014 37 $460M +$136M -$345M -$209M DY, PWR, MTZ, GM, BBY 13F-HR 2/13/2015, 04:58 PM
Q3 2014 48 $727M +$150M -$240M -$89.9M PWR, DY, MTZ, WFTIQ, FLR 13F-HR 11/14/2014, 01:25 PM
Q2 2014 64 $881M +$177M -$337M -$160M PWR, DY, MTZ, WFT, FLR 13F-HR 8/14/2014, 03:19 PM
Q1 2014 67 $1.05B +$177M -$147M +$30.6M PWR, MTZ, FLR, URI, DY 13F-HR 5/15/2014, 02:59 PM
Q4 2013 73 $958M $0 $0 PWR, FLR, MTZ, DY, URI 13F-HR 2/12/2014, 05:19 PM