0001172661-21-000791.txt : 20210216 0001172661-21-000791.hdr.sgml : 20210216 20210216164642 ACCESSION NUMBER: 0001172661-21-000791 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210216 DATE AS OF CHANGE: 20210216 EFFECTIVENESS DATE: 20210216 FILER: COMPANY DATA: COMPANY CONFORMED NAME: PECONIC PARTNERS LLC CENTRAL INDEX KEY: 0001050464 IRS NUMBER: 133942422 STATE OF INCORPORATION: NY FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-06618 FILM NUMBER: 21639959 BUSINESS ADDRESS: STREET 1: 599 LEXINGTON AVENUE STREET 2: 46TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 BUSINESS PHONE: 2129040440 MAIL ADDRESS: STREET 1: 599 LEXINGTON AVENUE STREET 2: 46TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 FORMER COMPANY: FORMER CONFORMED NAME: FLA ADVISERS L L C DATE OF NAME CHANGE: 19990325 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001050464 XXXXXXXX 12-31-2020 12-31-2020 false PECONIC PARTNERS LLC

599 Lexington Avenue 46th Floor New York NY 10022

13F HOLDINGS REPORT 028-06618 N Wook Lee 212-904-0445 Wook Lee NEW YORK NY 02-16-2021 0 67 834190 INFORMATION TABLE 2 infotable.xml ADVANCED ENERGY INDS COM 007973100 126 1300 SH SOLE 1300 0 0 ADVISORSHARES TR PURE CANNABIS 00768Y495 170 10000 SH SOLE 10000 0 0 ADVISORSHARES TR PURE US CANNABIS 00768Y453 365 10000 SH SOLE 10000 0 0 ALASKA AIR GROUP INC COM 011659109 5343 102757 SH SOLE 102757 0 0 ALKALINE WTR CO INC COM NEW 01643A207 303 300000 SH SOLE 300000 0 0 ALPHABET INC CAP STK CL A 02079K305 2848 1625 SH SOLE 1625 0 0 AMAZON COM INC COM 023135106 365 112 SH SOLE 112 0 0 AMERICAN TOWER CORP NEW COM 03027x100 337 1500 SH SOLE 1500 0 0 ANTARES PHARMA INC COM 036642106 100 25000 SH SOLE 25000 0 0 APHRIA INC COM 03765K104 173 25000 SH SOLE 25000 0 0 APPLE INC COM 037833100 531 4000 SH SOLE 4000 0 0 BANK HAWAII CORP COM 062540109 84 1100 SH SOLE 1100 0 0 CHENIERE ENERGY INC COM NEW 16411R208 24960 415796 SH SOLE 415796 0 0 CHEVRON CORP NEW COM 166764100 1267 15000 SH SOLE 15000 0 0 CLEVELAND-CLIFFS INC NEW COM 185899101 3640 250000 SH SOLE 250000 0 0 COMMSCOPE HLDG CO INC COM 20337X109 10720 800000 SH SOLE 800000 0 0 CONTINENTAL RES INC COM 212015101 5705 350000 SH SOLE 350000 0 0 COVETRUS INC COM 22304C100 86 3000 SH SOLE 3000 0 0 CROWN CASTLE INTL CORP NEW COM 22822V101 1194 7500 SH SOLE 7500 0 0 CYRUSONE INC COM 23283R100 146 2000 SH SOLE 2000 0 0 DISH NETWORK CORPORATION CL A 25470m109 4851 150000 SH SOLE 150000 0 0 DYCOM INDS INC COM 267475101 38289 507005 SH SOLE 507005 0 0 EOG RES INC COM 26875p101 12468 250000 SH SOLE 250000 0 0 EQUINIX INC COM 29444U700 429 600 SH SOLE 600 0 0 EQUITRANS MIDSTREAM CORP COM 294600101 12462 1550000 SH SOLE 1550000 0 0 F N B CORP COM 302520101 71 7500 SH SOLE 7500 0 0 FIFTH THIRD BANCORP COM 316773100 6893 250000 SH SOLE 250000 0 0 FLOTEK INDS INC DEL COM 343389102 106 50000 SH SOLE 50000 0 0 GENERAL MTRS CO COM 37045v100 25846 620700 SH SOLE 620700 0 0 HOLLYFRONTIER CORP COM 436106108 2844 110000 SH SOLE 110000 0 0 HOME DEPOT INC COM 437076102 256 965 SH SOLE 965 0 0 IAC INTERACTIVECORP NEW COM 44891N109 379 2000 SH SOLE 2000 0 0 IDEXX LABS INC COM 45168D104 400 800 SH SOLE 800 0 0 ISHARES TR 20 YR TR BD ETF 464287432 4732 30000 SH Put SOLE 30000 0 0 ISHARES TR NASDAQ BIOTECH 464287556 2272 15000 SH SOLE 15000 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 529 2700 SH SOLE 2700 0 0 LAS VEGAS SANDS CORP COM 517834107 11622 195000 SH SOLE 195000 0 0 MAGNOLIA OIL & GAS CORP CL A 559663109 177 25000 SH SOLE 25000 0 0 MARATHON PETE CORP COM 56585A102 6204 150000 SH SOLE 150000 0 0 MARTIN MARIETTA MATLS INC COM 573284106 114 400 SH SOLE 400 0 0 MASTEC INC COM 576323109 28932 424340 SH SOLE 424340 0 0 MICROSOFT CORP COM 594918104 321 1445 SH SOLE 1445 0 0 NEXTERA ENERGY INC COM 65339f101 787 10200 SH SOLE 10200 0 0 NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 1341 20000 SH SOLE 20000 0 0 NXP SEMICONDUCTORS N V COM N6596X109 1590 10000 SH SOLE 10000 0 0 PIONEER NAT RES CO COM 723787107 6264 55000 SH SOLE 55000 0 0 PNC FINL SVCS GROUP INC COM 693475105 2980 20000 SH SOLE 20000 0 0 PRICE T ROWE GROUP INC COM 74144T108 35 228 SH SOLE 228 0 0 PRIMORIS SVCS CORP COM 74164F103 690 25000 SH SOLE 25000 0 0 QUANTA SVCS INC COM 74762E102 388304 5391615 SH SOLE 5391615 0 0 REGENERON PHARMACEUTICALS COM 75886F107 483 1000 SH SOLE 1000 0 0 REGIONS FINANCIAL CORP NEW COM 7591ep100 1612 100000 SH SOLE 100000 0 0 SBA COMMUNICATIONS CORP NEW CL A 78410G104 19512 69159 SH SOLE 69159 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1300 10000 SH SOLE 10000 0 0 SHOPIFY INC CL A 82509L107 396 350 SH SOLE 350 0 0 SOUTHWEST AIRLS CO COM 844741108 7924 170000 SH SOLE 170000 0 0 SPLUNK INC COM 848637104 340 2000 SH SOLE 2000 0 0 TECK RESOURCES LTD CL B 878742204 29040 1600000 SH SOLE 1600000 0 0 TRUIST FINL CORP COM 89832Q109 7190 150000 SH SOLE 150000 0 0 US BANCORP DEL COM NEW 902973304 4773 102450 SH SOLE 102450 0 0 VALERO ENERGY CORP COM 91913Y100 5657 100000 SH SOLE 100000 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 176 3000 SH SOLE 3000 0 0 VIATRIS INC COM 92556V106 281 15000 SH SOLE 15000 0 0 VULCAN MATLS CO COM 929160109 119 800 SH SOLE 800 0 0 WALMART INC COM 931142103 43 300 SH SOLE 300 0 0 WESCO INTL INC COM 95082P105 134527 1713716 SH SOLE 1713716 0 0 ZOETIS INC CL A 98978V103 166 1000 SH SOLE 1000 0 0