PECONIC PARTNERS LLC is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q4 2025, the fund manages $4.2B in reported equity holdings across 15 positions. The largest holdings are QRVO (50.2%), DY (33.0%), MTZ (8.3%), FCX (2.4%), FSLR (1.8%). The portfolio is concentrated in Other (99.3%), Energy (0.7%), Communication Services (0.0%). Data sourced from SEC EDGAR 13F filings (CIK 1050464).