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 | 5,198,565 | $1,643,006,468 | -6% | 66.78% | ||
| 2. | DY | 3,653,492 | $635,926,818 | +1% | 25.84% | ||
| 3. | UBER | 600,000 | $36,192,000 | NEW | 1.47% | ||
| 4. | CMCSA | 900,000 | $33,777,000 | NEW | 1.37% | ||
| 5. | VST | 220,000 | $30,331,400 | NEW | 1.23% |
