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 | 5,598,565 | $1,454,507,187 | +2% | 64.58% | ||
| 2. | DY | 3,596,582 | $516,217,414 | +11% | 22.92% | ||
| 3. | XLB | 1,611,484 | $105,793,925 | NEW | 4.69% | ||
| 4. | MU | 775,000 | $91,364,750 | +675% | 4.05% | ||
| 5. | CCL | 3,500,000 | $57,190,000 | NEW | 2.53% |
