0001050464-23-000006.txt : 20230214 0001050464-23-000006.hdr.sgml : 20230214 20230214140252 ACCESSION NUMBER: 0001050464-23-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230214 DATE AS OF CHANGE: 20230214 EFFECTIVENESS DATE: 20230214 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: 23626837 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 X0202 13F-HR LIVE false false false 0001050464 XXXXXXXX 12-31-2022 12-31-2022 PECONIC PARTNERS LLC

599 LEXINGTON AVENUE 46TH FLOOR NEW YORK NY 10022

13F HOLDINGS REPORT 028-06618 000108857 801-54372 N Wook Lee 212-904-0445 Wook Lee New York NY 02-14-2023 0 33 1549834603 false INFORMATION TABLE 2 peconic_13f12312022.xml ABBVIE INC COM 00287Y109 2424150 15000 SH SOLE 15000 0 0 ALPHA METALLURGICAL RESOUR I COM 020764106 731950 5000 SH SOLE 5000 0 0 APPLE INC COM 037833100 285846 2200 SH SOLE 2200 0 0 ARCH RESOURCES INC CL A 03940R107 713950 5000 SH SOLE 5000 0 0 ARRAY TECHNOLOGIES INC COM SHS 04271T100 2319600 120000 SH SOLE 120000 0 0 AT&T INC COM 00206R102 736400 40000 SH SOLE 40000 0 0 CAESARS ENTERTAINMENT INC NE COM 12769G100 7506595 180447 SH SOLE 180447 0 0 CROWN CASTLE INTL CORP NEW COM 22822V101 559651 4126 SH SOLE 4126 0 0 DENBURY INC COM 24790A101 870200 10000 SH SOLE 10000 0 0 DIAMONDBACK ENERGY INC COM 25278X109 6839000 50000 SH SOLE 50000 0 0 DYCOM INDS INC COM 267475101 235861891 2519892 SH SOLE 2519892 0 0 ENPHASE ENERGY INC COM 29355A107 5299200 20000 SH SOLE 20000 0 0 EQUITRANS MIDSTREAM CORP COM 294600101 2010000 300000 SH SOLE 300000 0 0 GENERAL MTRS CO COM 37045v100 68486263 2035858 SH SOLE 2035858 0 0 IDEXX LABS INC COM 45168D104 179502 440 SH SOLE 440 0 0 ISHARES TR NASDAQ BIOTECH 464287556 984675 7500 SH SOLE 7500 0 0 MASTEC INC COM 576323109 19992819 234300 SH SOLE 234300 0 0 NEXTERA ENERGY INC COM 65339f101 434720 5200 SH SOLE 5200 0 0 NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 700900 10000 SH SOLE 10000 0 0 NXP SEMICONDUCTORS N V COM N6596X109 1580300 10000 SH SOLE 10000 0 0 PENN ENTERTAINMENT INC COM 707569109 5643000 190000 SH SOLE 190000 0 0 PROSHARES TR PSHS ULTSH 20YRS 74347B201 487500 15000 SH SOLE 15000 0 0 QUANTA SCVS INC COM 74762E102 806969948 5562947 SH SOLE 5562947 0 0 SBA COMMUNICATIONS CORP NEW CL A 78410G104 17479851 62359 SH SOLE 62359 0 0 SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 4934000 200000 SH SOLE 200000 0 0 SHOPIFY INC CL A 82509L107 66990 1930 SH SOLE 1930 0 0 TECK RESOURCES LTD CL B 878742204 2269200 60000 SH SOLE 60000 0 0 TILRAY BRANDS INC COM CL 2 88688T100 807000 300000 SH SOLE 300000 0 0 UBER TECHNOLOGIES INC COM 90353T100 41341141 1671700 SH SOLE 1671700 0 0 VIMEO INC COMMON STOCK 92719V100 6126 1786 SH SOLE 1786 0 0 WARNER BROS DISCOVERY INC COM SER A 934423104 91728 9676 SH SOLE 9676 0 0 WESCO INTL INC COM 95082P105 311139904 2485143 SH SOLE 2485143 0 0 ZOETIS INC CL A 98978V103 80603 550 SH SOLE 550 0 0