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 | 4,720,847 | $3,399,198,674 | -6% | 42.25% | ||
| 2. | DY | 4,443,320 | $2,246,498,159 | +9% | 27.92% | ||
| 3. | MTZ | 3,678,431 | $1,530,448,002 | +3% | 19.02% | ||
| 4. | SPY | 700,000 | $522,739,000 | NEW | 6.5% | ||
| 5. | FCX | 3,917,068 | $246,344,407 | +19% | 3.06% |
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