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 | 5,598,565 | $1,422,539,381 | 60.97% | |||
| 2. | DY | 3,627,655 | $612,203,058 | +1% | 26.24% | ||
| 3. | CCL | 4,342,000 | $81,282,240 | +25% | 3.48% | ||
| 4. | MU | 591,000 | $77,734,230 | -24% | 3.33% | ||
| 5. | MTZ | 481,720 | $51,539,223 | NEW | 2.2% |
