Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PECONIC PARTNERS LLC | 02-14-2024 | 12-31-2023 | 9 | 2,083,125,950 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| QUANTA SCVS INC | COM | 1 | $1,193,021,167 | 5,528,365 | 0.06 | 0.06 | 0 | 0.00 | 12-31-2023 |
| WESCO INTL INC | COM | 2 | $426,066,510 | 2,450,348 | 0.02 | 0.02 | 0 | 0.00 | 12-31-2023 |
| DYCOM INDS INC | COM | 3 | $375,847,341 | 3,265,682 | 0.02 | 0.02 | 21,635 | 0.67 | 12-31-2023 |
| CLEVELAND-CLIFFS INC NEW | COM | 4 | $42,370,009 | 2,074,927 | 0.00 | 2,074,927 | +Inf | 12-31-2023 |
