13F Filings History of PECONIC PARTNERS LLC

Latest 13F report
Q3 2025 - 14 Nov 2025
Value $
$3,616,243,676
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 12 stock holdings with total value $3,616,243,676 as of Q3 2025. Top holdings included PWR, DY, MTZ, SHLS, and EQT.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
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 -$161,220,651 -$2,526,487 PWR, DY, CCL, MU, MTZ 13F-HR 14 Aug 2024, 15:36
Q1 2024 10 $2,251,936,990 +$333,642,207 -$507,296,405 -$173,654,198 PWR, DY, XLU, MU, CCL 13F-HR 15 May 2024, 15:39
Q4 2023 9 $2,083,125,950 +$80,057,081 -$31,348,353 +$48,708,728 PWR, WCC, DY, CLF, AMZN 13F-HR 14 Feb 2024, 14:25
Q3 2023 18 $1,715,910,658 +$21,615,960 -$133,467,322 -$111,851,362 PWR, WCC, DY, MTZ, CNK 13F-HR 14 Nov 2023, 14:13
Q2 2023 44 $2,070,262,049 +$187,657,312 -$195,611,444 -$7,954,132 PWR, WCC, DY, MTZ, UBER 13F-HR 14 Aug 2023, 15:36
Q1 2023 33 $1,734,374,279 +$99,986,837 -$74,463,817 +$25,523,020 PWR, WCC, DY, UBER, SBAC 13F-HR 15 May 2023, 14:10
Q4 2022 33 $1,549,834,603 +$84,452,499 -$49,052,020 +$35,400,479 PWR, WCC, DY, GM, UBER 13F-HR 14 Feb 2023, 13:02
Q3 2022 34 $1,447,156,000 +$210,577,971 -$7,608,998 +$202,968,973 PWR, WCC, DY, GM, UBER 13F-HR 14 Nov 2022, 13:22
Q2 2022 58 $1,363,514,000 +$227,232,514 -$14,210,609 +$213,021,905 PWR, WCC, DY, SBAC, KMI 13F-HR 15 Aug 2022, 16:40
Q1 2022 44 $1,305,323,000 +$151,672,911 -$9,436,467 +$142,236,444 PWR, WCC, DY, GOLD, SBAC 13F-HR 16 May 2022, 16:28
Q4 2021 42 $1,244,191,000 +$128,299,581 -$37,105,245 +$91,194,336 PWR, WCC, DY, MTZ, IWM 13F-HR 14 Feb 2022, 15:30
Q3 2021 48 $1,126,944,000 +$136,658,636 -$154,183,481 -$17,524,845 PWR, WCC, DY, MTZ, MCD 13F-HR 15 Nov 2021, 16:49
Q2 2021 51 $999,288,000 +$110,163,368 -$106,135,207 +$4,028,161 PWR, WCC, DY, CLF, MTZ 13F-HR 16 Aug 2021, 16:05
Q1 2021 57 $953,233,000 +$150,889,891 -$168,467,561 -$17,577,670 PWR, WCC, DY, MTZ, CLF 13F-HR 17 May 2021, 16:24
Q4 2020 67 $834,190,000 +$234,990,751 -$65,087,545 +$169,903,206 PWR, WCC, DY, TECK, MTZ 13F-HR 16 Feb 2021, 15:46
Q3 2020 43 $560,794,000 +$155,986,922 -$9,060,356 +$146,926,566 PWR, WCC, SBAC, GOOGL, NTR 13F-HR 16 Nov 2020, 15:23
Q2 2020 60 $358,279,000 +$98,196,763 -$60,283,519 +$37,913,244 PWR, WCC, SBAC, EA, GLD 13F-HR 14 Aug 2020, 16:20
Q1 2020 51 $258,611,000 +$41,458,054 -$33,667,010 +$7,791,044 PWR, AMZN, SBAC, DY, GOOGL 13F-HR 15 May 2020, 16:08
Q4 2019 65 $489,936,000 +$194,903,449 -$32,742,855 +$162,160,594 PWR, GOOGL, EEM, VWO, HD 13F-HR 14 Feb 2020, 15:24
Q3 2019 55 $429,746,000 +$212,081,130 -$299,131,162 -$87,050,032 PWR, TGT, LEN, HD, SBAC 13F-HR 14 Nov 2019, 09:29
Q2 2019 58 $508,045,000 +$50,133,642 -$1,038,462 +$49,095,180 MTZ, PWR, TRGP, WPX, SBAC 13F-HR 14 Aug 2019, 10:38
Q1 2019 55 $497,635,000 +$93,179,290 -$41,898,026 +$51,281,264 MTZ, PWR, WPX, TRGP, SBAC Restatement 15 May 2019, 13:01
Q4 2018 43 $408,606,000 +$102,919,571 -$18,864,142 +$84,055,429 MTZ, PWR, KMI, MSFT, TSLA 13F-HR 14 Feb 2019, 06:43
Q3 2018 49 $396,250,000 +$62,259,185 -$86,945,178 -$24,685,993 MTZ, PWR, SBAC, MSFT, GOOGL 13F-HR 14 Nov 2018, 09:15
Q2 2018 48 $544,699,000 +$83,908,893 -$3,762,924 +$80,145,969 MTZ, PWR, KMI, URI, FLXN 13F-HR 14 Aug 2018, 15:28
Q1 2018 41 $516,944,000 +$192,345,461 -$27,441,790 +$164,903,671 MTZ, PWR, URI, WPX, WCC 13F-HR 15 May 2018, 15:01
Q4 2017 50 $695,823,000 +$341,667,740 -$65,739,150 +$275,928,590 MTZ, QUANTA SVCS INC, NFX, WPX, URI 13F-HR 14 Feb 2018, 09:40
Q3 2017 44 $620,133,000 +$130,624,322 -$67,255,710 +$63,368,612 MTZ, PWR, XOPXXXX, NFX, JUNO 13F-HR 14 Nov 2017, 15:27
Q2 2017 48 $617,430,000 +$146,638,032 -$131,892,782 +$14,745,250 MTZ, PWR, DY, NFX, GS 13F-HR 14 Aug 2017, 16:54
Q1 2017 46 $870,842,000 +$308,171,676 -$47,650,157 +$260,521,519 MTZ, DY, PWR, IWM, APAXXXX 13F-HR 15 May 2017, 16:37
Q4 2016 42 $756,766,000 +$218,284,330 -$138,702,265 +$79,582,065 MTZ, DY, APAXXXX, PWR, AMLPXXXX 13F-HR 14 Feb 2017, 15:02
Q3 2016 43 $790,024,000 +$283,151,303 -$42,473,987 +$240,677,316 DY, MTZ, APAXXXX, GOOGL, AMLPXXXX 13F-HR 14 Nov 2016, 16:53
Q2 2016 43 $805,510,000 +$408,897,169 -$2,129,835 +$406,767,334 IWM, DY, MTZ, AGN, EPD 13F-HR 15 Aug 2016, 16:15
Q1 2016 44 $460,789,000 $0 DY, MTZ, GOOGL, TJX, DAL 13F-HR 16 May 2016, 16:48
Q4 2015 15 $228,726,000 $0 MTZ, PWR, BBY, GM, INFN 13F-HR 16 Feb 2016, 15:19
Q3 2015 36 $611,988,000 +$116,770,969 -$15,420,091 +$101,350,878 DY, PWR, MTZ, GM, BBY 13F-HR 16 Nov 2015, 15:44
Q2 2015 42 $618,160,000 +$137,368,269 -$16,703,365 +$120,664,904 DY, PWR, GM, MTZ, INFN 13F-HR 14 Aug 2015, 12:53
Q1 2015 45 $642,465,000 +$261,076,306 -$18,020,668 +$243,055,638 DY, PWR, GM, MTZ, COST 13F-HR 15 May 2015, 14:55
Q4 2014 37 $460,474,000 +$136,050,114 -$92,115,443 +$43,934,671 DY, PWR, MTZ, GM, BBY 13F-HR 13 Feb 2015, 15:58
Q3 2014 48 $726,828,000 +$149,938,941 -$23,985,729 +$125,953,212 PWR, DY, MTZ, WFTIQ, FLR 13F-HR 14 Nov 2014, 12:25
Q2 2014 64 $880,574,000 +$177,206,196 -$188,799,710 -$11,593,514 PWR, DY, MTZ, WFTXXXX, FLR 13F-HR 14 Aug 2014, 15:19
Q1 2014 68 $1,057,275,000 +$177,455,873 -$66,999,126 +$110,456,747 PWR, MTZ, FLR, URI, DY 13F-HR 15 May 2014, 14:59
Q4 2013 75 $959,485,000 $0 PWR, FLR, MTZ, DY, URI 13F-HR 12 Feb 2014, 16:19