0001050464-23-000013.txt : 20231114 0001050464-23-000013.hdr.sgml : 20231114 20231114141340 ACCESSION NUMBER: 0001050464-23-000013 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231114 DATE AS OF CHANGE: 20231114 EFFECTIVENESS DATE: 20231114 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: 231404295 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 09-30-2023 09-30-2023 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 11-14-2023 0 8 1715910658 false INFORMATION TABLE 2 peconicq323-13f.xml AMAZON COM INC COM 023135106 4819755 37915 SH SOLE 37915 0 0 CINEMARK HLDGS INC COM 17243v102 5505000 300000 SH SOLE 300000 0 0 DYCOM INDS INC COM 267475101 288720183 3244047 SH SOLE 3244047 0 0 MASTEC INC COM 576323109 21666353 301047 SH SOLE 301047 0 0 QUANTA SCVS INC COM 74762E102 1034191241 5528365 SH SOLE 5528365 0 0 SWEETGREEN INC COM CL A 87043Q108 3525000 300000 SH SOLE 300000 0 0 UBER TECHNOLOGIES INC COM 90353T100 5074077 110330 SH SOLE 110330 0 0 WESCO INTL INC COM 95082P105 352409049 2450348 SH SOLE 2450348 0 0