PECONIC PARTNERS LLC
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| MASTEC INC | 750,000 | 1,600,000 | +850,000 | 159,607,500 | 347,792,000 | +188,184,500 |
| DYCOM INDS INC | 4,117,320 | 4,108,320 | -9,000 | 1,201,269,283 | 1,388,201,328 | +186,932,045 |
| FREEPORT-MCMORAN INC | 0 | 2,000,000 | +2,000,000 | 0 | 101,580,000 | +101,580,000 |
| AMAZON COM INC | 3,980 | 303,980 | +300,000 | 873,889 | 70,164,664 | +69,290,775 |
| FIRST SOLAR INC | 100,000 | 295,000 | +195,000 | 22,053,000 | 77,062,850 | +55,009,850 |
| QUANTA SCVS INC | 5,007,840 | 5,007,840 | 0 | 2,075,349,053 | 2,113,608,950 | +38,259,897 |
| DEVON ENERGY CORP NEW | 0 | 300,000 | +300,000 | 0 | 10,989,000 | +10,989,000 |
| COTERRA ENERGY INC | 0 | 400,000 | +400,000 | 0 | 10,528,000 | +10,528,000 |
| ANTERO RESOURCES CORP | 0 | 300,000 | +300,000 | 0 | 10,338,000 | +10,338,000 |
| CINEMARK HLDGS INC | 0 | 400,000 | +400,000 | 0 | 9,296,000 | +9,296,000 |
| SILICON LABORATORIES INC | 0 | 30,000 | +30,000 | 0 | 3,921,000 | +3,921,000 |
| ALPHABET INC | 1,800 | 1,800 | 0 | 437,580 | 563,400 | +125,820 |
| EQT CORP | 580,000 | 580,000 | 0 | 31,569,400 | 31,088,000 | -481,400 |
| AMC ENTMT HLDGS INC | 2,000,000 | 3,000,000 | +1,000,000 | 5,800,000 | 4,680,000 | -1,120,000 |
| RANGE RES CORP | 800,000 | 800,000 | 0 | 30,112,000 | 28,208,000 | -1,904,000 |