PECONIC PARTNERS LLC is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q1 2026, the fund manages $5.8B in reported equity holdings across 9 positions. The largest holdings are QRVO (47.6%), DY (24.1%), MTZ (19.9%), AMZN (3.4%), FCX (3.4%). The portfolio is concentrated in Other (100.0%), Communication Services (0.0%). Data sourced from SEC EDGAR 13F filings (CIK 1050464).