0001050464-23-000007.txt : 20230515 0001050464-23-000007.hdr.sgml : 20230515 20230515141054 ACCESSION NUMBER: 0001050464-23-000007 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230515 DATE AS OF CHANGE: 20230515 EFFECTIVENESS DATE: 20230515 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: 23920892 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 03-31-2023 03-31-2023 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 05-15-2023 0 34 1762297668 false INFORMATION TABLE 2 peconic_13f03312023.xml ABBVIE INC COM 00287Y109 2390550 15000 SH SOLE 15000 0 0 ALPHA METALLURGICAL RESOUR I COM 020764106 780000 5000 SH SOLE 5000 0 0 APPLE INC COM 037833100 362780 2200 SH SOLE 2200 0 0 ARCH RESOURCES INC CL A 03940R107 657300 5000 SH SOLE 5000 0 0 CHART INDS INC COM 16115Q308 627000 5000 SH SOLE 5000 0 0 CISCO SYS INC COM 17275R102 2091000 40000 SH SOLE 40000 0 0 CLEVELAND-CLIFFS INC NEW COM 185899101 9165000 500000 SH SOLE 500000 0 0 CROWN CASTLE INTL CORP NEW COM 22822V101 552224 4126 SH SOLE 4126 0 0 DENBURY INC COM 24790A101 876300 10000 SH SOLE 10000 0 0 DIAMONDBACK ENERGY INC COM 25278X109 5860971 43360 SH SOLE 43360 0 0 DYCOM INDS INC COM 267475101 251954274 2690382 SH SOLE 2690382 0 0 FREEPORT-MCMORAN INC CL B 35671D857 8795650 215000 SH SOLE 215000 0 0 GENERAL MTRS CO COM 37045v100 1108983 30234 SH SOLE 30234 0 0 IDEXX LABS INC COM 45168D104 220035 440 SH SOLE 440 0 0 MATADOR RES CO COM 576485205 476500 10000 SH SOLE 10000 0 0 MICROSOFT CORP COM 594918104 115320 400 SH SOLE 400 0 0 NEXTERA ENERGY INC COM 65339f101 400816 5200 SH SOLE 5200 0 0 NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 1215000 20000 SH SOLE 20000 0 0 NXP SEMICONDUCTORS N V COM N6596X109 1864750 10000 SH SOLE 10000 0 0 PAYPAL HLDGS INC COM 70450Y103 113910 1500 SH SOLE 1500 0 0 PEABODY ENERGY CORP COM 704551100 256000 10000 SH SOLE 10000 0 0 QUANTA SCVS INC COM 74762E102 927079144 5563365 SH SOLE 5563365 0 0 RH COM 74967X103 27923389 88100 SH SOLE 88100 0 0 RIOT PLATFORMS INC COM 767292105 14985000 1500000 SH SOLE 1500000 0 0 SBA COMMUNICATIONS CORP NEW CL A 78410G104 16280064 62359 SH SOLE 62359 0 0 SCOTTS MIRACLE-GRO CO CL A 810186106 3487000 50000 SH SOLE 50000 0 0 SELECT SECTOR SPDR TR ENERGY 81369y506 828300 10000 SH SOLE 10000 0 0 SHOPIFY INC CL A 82509L107 92524 1930 SH SOLE 1930 0 0 TECK RESOURCES LTD CL B 878742204 2555000 70000 SH SOLE 70000 0 0 UBER TECHNOLOGIES INC COM 90353T100 94479853 2980437 SH SOLE 2980437 0 0 VIMEO INC COMMON STOCK 92719V100 6840 1786 SH SOLE 1786 0 0 WARRIOR MET COAL INC COM 93627C101 550650 15000 SH SOLE 15000 0 0 WESCO INTL INC COM 95082P105 384053999 2485143 SH SOLE 2485143 0 0 ZOETIS INC CL A 98978V103 91542 550 SH SOLE 550 0 0