Hedge Fund - Peconic Partners LLC
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Last updated on based on SEC 13F filings Last update:
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| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | PWR | 5,528,365 | $1,193,021,167 | 57.27% | |||
| 2. | WCC | 2,450,348 | $426,066,510 | 20.45% | |||
| 3. | DY | 3,265,682 | $375,847,341 | +1% | 18.04% | ||
| 4. | CLF | 2,074,927 | $42,370,009 | NEW | 2.03% | ||
| 5. | AMZN | 102,915 | $15,636,905 | +172% | 0.75% |
