0001050464-22-000004.txt : 20220516 0001050464-22-000004.hdr.sgml : 20220516 20220516162804 ACCESSION NUMBER: 0001050464-22-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220516 DATE AS OF CHANGE: 20220516 EFFECTIVENESS DATE: 20220516 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: 22929670 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 03-31-2022 03-31-2022 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 05-16-2022 0 44 1305323 false INFORMATION TABLE 2 peconic_13f03312022.xml ALPHA METALLURGICAL RESOUR I COM 020764106 1320 10000 SH SOLE 10000 0 0 AMERICAN TOWER CORP NEW COM 03027x100 207 825 SH SOLE 825 0 0 APPLE INC COM 037833100 384 2200 SH SOLE 2200 0 0 ARCH RESOURCES INC CL A 03940R107 2061 15000 SH SOLE 15000 0 0 AT&T INC COM 00206R102 709 30000 SH SOLE 30000 0 0 BAKER HUGHES COMPANY CL A 05722G100 2086 57300 SH SOLE 57300 0 0 BARRICK GOLD CORP COM 067901108 49060 2000000 SH SOLE 2000000 0 0 COINBASE GLOBAL INC COM CL A 19260Q107 158 830 SH SOLE 830 0 0 COVETRUS INC COM 22304C100 53 3150 SH SOLE 3150 0 0 CROWN CASTLE INTL CORP NEW COM 22822V101 762 4126 SH SOLE 4126 0 0 DIAMONDBACK ENERGY INC COM 25278X109 4112 30000 SH SOLE 30000 0 0 DYCOM INDS INC COM 267475101 182707 1917987 SH SOLE 1917987 0 0 ENBRIDGE INC COM 29250N105 461 10000 SH SOLE 10000 0 0 ENERGY TRANSFER L P COM UT LTD PTN 29273V100 3357 300000 SH SOLE 300000 0 0 ENTERPRISE PRODS PARTNERS L COM 293792107 1032 40000 SH SOLE 40000 0 0 EOG RES INC COM 26875p101 143 1200 SH SOLE 1200 0 0 EQUINIX INC COM PAR $0.001 29444U700 245 330 SH SOLE 330 0 0 EQUITRANS MIDSTREAM CORP COM 294600101 2954 350000 SH SOLE 350000 0 0 FLEX LNG LTD SHS G35947202 285 10000 SH SOLE 10000 0 0 GENERAL MTRS CO COM 37045v100 437 10000 SH SOLE 10000 0 0 IDEXX LABS INC COM 45168D104 241 440 SH SOLE 440 0 0 ISHARES TR NASDAQ BIOTECH 464287556 977 7500 SH SOLE 7500 0 0 ISHARES TR US AER DEF ETF 464288760 166 1500 SH SOLE 1500 0 0 KINDER MORGAN INC DEL COM 49456B101 2837 150000 SH SOLE 150000 0 0 NEXTERA ENERGY INC COM 65339f101 440 5200 SH SOLE 5200 0 0 NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 834 10000 SH SOLE 10000 0 0 NVIDIA CORPORATION COM 67066G104 82 300 SH SOLE 300 0 0 NXP SEMICONDUCTORS N V COM N6596X109 2776 15000 SH SOLE 15000 0 0 PAYPAL HLDGS INC COM 70450Y103 87 750 SH SOLE 750 0 0 PROSHARES TR PSHS ULTSH 20YRS 74347B201 5120 250000 SH SOLE 250000 0 0 QUANTA SCVS INC COM 74762E102 718684 5460711 SH SOLE 5460711 0 0 SBA COMMUNICATIONS CORP NEW CL A 78410G104 24985 72609 SH SOLE 72609 0 0 SHOPIFY INC CL A 82509L107 130 193 SH SOLE 193 0 0 SPDR GOLD TR GOLD SHS 78463v107 9033 50000 SH SOLE 50000 0 0 SPDR SERIES TRUST S&P OILGAS EXP 78468R556 2018 15000 SH SOLE 15000 0 0 SPINNAKER ETF SERIES CANNABIS ETF 84858T400 181 23963 SH SOLE 23963 0 0 TC ENERGY CORP COM 87807B107 1693 30000 SH SOLE 30000 0 0 TECK RESOURCES LTD CL B 878742204 16560 410000 SH SOLE 410000 0 0 UNITED RENTALS INC COM 911363109 1575 4433 SH SOLE 4433 0 0 VIMEO INC COMMON STOCK 92719V100 21 1786 SH SOLE 1786 0 0 WARRIOR MET COAL INC COM 93627C101 186 5000 SH SOLE 5000 0 0 WESCO INTL INC COM 95082P105 259048 1990536 SH SOLE 1990536 0 0 WILLIAMS COS INC COM 969457100 5012 150000 SH SOLE 150000 0 0 ZOETIS INC CL A 98978V103 104 550 SH SOLE 550 0 0