StockDriftsStockDriftsTop 8 Peconic Partners Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PWR | QUANTA SCVS INC | 47.56% | 5.01M | $2.75B | +0.00%(+0) | $48.21(+1497.16%) | 2026-03-31 | |
| DY | DYCOM INDS INC | 24.11% | 4.11M | $1.39B | +0.12%(+5.00K) | $108.79(+302.05%) | 2026-03-31 | |
| MTZ | MASTEC INC | 19.92% | 3.58M | $1.15B | +123.65%(+1.98M) | $227.75(+82.17%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 3.43% | 953.4K | $198.6M | +213.64%(+649.43K) | $221.26(+19.38%) | 2026-03-31 | |
| FCX | FREEPORT-MCMORAN INC | 3.37% | 3.32M | $195.0M | +65.85%(+1.32M) | $48.89(+28.89%) | 2026-03-31 | |
| FSLR | FIRST SOLAR INC | 1.35% | 395.0K | $77.9M | +33.90%(+100.00K) | $214.02(+9.04%) | 2026-03-31 | |
| AMC | AMC ENTMT HLDGS INC | 0.05% | 3.00M | $2.9M | +0.00%(+0) | $2.74(-53.34%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 0.01% | 1.8K | $518K | +0.00%(+0) | $150.15(+164.26%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +46.88% | +216.86% |
| Top 20 Holdings Unweighted | +34.10% | +141.16% |
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