0001172661-21-001831.txt : 20210816 0001172661-21-001831.hdr.sgml : 20210816 20210816160547 ACCESSION NUMBER: 0001172661-21-001831 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210816 DATE AS OF CHANGE: 20210816 EFFECTIVENESS DATE: 20210816 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: 211177919 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 06-30-2021 06-30-2021 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 08-16-2021 0 51 999288 INFORMATION TABLE 2 infotable.xml ADVISORSHARES TR PURE US CANNABIS 00768Y453 668 16688 SH SOLE 16688 0 0 ALKALINE WTR CO INC COM NEW 01643A207 459 300000 SH SOLE 300000 0 0 AMAZON COM INC COM 023135106 244 71 SH SOLE 71 0 0 AMERICAN TOWER CORP NEW COM 03027x100 405 1500 SH SOLE 1500 0 0 ANTARES PHARMA INC COM 036642106 109 25000 SH SOLE 25000 0 0 APPLE INC COM 037833100 548 4000 SH SOLE 4000 0 0 BANK HAWAII CORP COM 062540109 93 1100 SH SOLE 1100 0 0 CHEVRON CORP NEW COM 166764100 1047 10000 SH SOLE 10000 0 0 CIMAREX ENERGY CO COM 171798101 1811 25000 SH SOLE 25000 0 0 CITIGROUP INC COM NEW 172967424 2123 30000 SH SOLE 30000 0 0 CLEVELAND-CLIFFS INC NEW COM 185899101 71877 3333800 SH SOLE 3333800 0 0 COINBASE GLOBAL INC COM CL A 19260Q107 152 600 SH SOLE 600 0 0 COVETRUS INC COM 22304C100 81 3000 SH SOLE 3000 0 0 CRACKER BARREL OLD CTRY STOR COM 22410J106 11357 76500 SH SOLE 76500 0 0 CROWN CASTLE INTL CORP NEW COM 22822V101 3414 17500 SH SOLE 17500 0 0 CYRUSONE INC COM 23283R100 143 2000 SH SOLE 2000 0 0 DARDEN RESTAURANTS INC COM 237194105 6365 43597 SH SOLE 43597 0 0 DIAMONDBACK ENERGY INC COM 25278X109 2817 30000 SH SOLE 30000 0 0 DISNEY WALT CO COM 254687106 522 2970 SH SOLE 2970 0 0 DYCOM INDS INC COM 267475101 72546 973384 SH SOLE 973384 0 0 EQUINIX INC COM 29444U700 482 600 SH SOLE 600 0 0 EXXON MOBIL CORP COM 30231G102 25232 400000 SH SOLE 400000 0 0 F N B CORP COM 302520101 92 7500 SH SOLE 7500 0 0 GENERAL MTRS CO COM 37045v100 706 11928 SH SOLE 11928 0 0 IAC INTERACTIVECORP NEW COM NEW 44891N208 308 2000 SH SOLE 2000 0 0 IDEXX LABS INC COM 45168D104 505 800 SH SOLE 800 0 0 IMAX CORP COM 45245E109 5590 260000 SH SOLE 260000 0 0 ISHARES TR ISHARES BIOTECH 464287556 1227 7500 SH SOLE 7500 0 0 KINDER MORGAN INC DEL COM 49456B101 456 25000 SH SOLE 25000 0 0 MARTIN MARIETTA MATLS INC COM 573284106 141 400 SH SOLE 400 0 0 MASTEC INC COM 576323109 29339 276521 SH SOLE 276521 0 0 MCDONALDS CORP COM 580135101 80 345 SH SOLE 345 0 0 NEXTERA ENERGY INC COM 65339f101 381 5200 SH SOLE 5200 0 0 NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 1527 20000 SH SOLE 20000 0 0 NXP SEMICONDUCTORS N V COM N6596X109 2057 10000 SH SOLE 10000 0 0 PIONEER NAT RES CO COM 723787107 4876 30000 SH SOLE 30000 0 0 PRICE T ROWE GROUP INC COM 74144T108 45 228 SH SOLE 228 0 0 QUANTA SVCS INC COM 74762E102 513410 5668654 SH SOLE 5668654 0 0 REGENERON PHARMACEUTICALS COM 75886F107 559 1000 SH SOLE 1000 0 0 SBA COMMUNICATIONS CORP NEW CL A 78410G104 23512 73774 SH SOLE 73774 0 0 SHOPIFY INC CL A 82509L107 511 350 SH SOLE 350 0 0 SILICON LABORATORIES INC COM 826919102 16873 110104 SH SOLE 110104 0 0 SOUTHWESTERN ENERGY CO COM 845467109 284 50000 SH SOLE 50000 0 0 TILRAY INC COM CL 2 88688T100 303 16762 SH SOLE 16762 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 168 3000 SH SOLE 3000 0 0 VIACOMCBS INC CL B 92556H206 904 20000 SH SOLE 20000 0 0 VIATRIS INC COM 92556V106 214 15000 SH SOLE 15000 0 0 VIMEO INC COMMON STOCK 92719V100 159 3247 SH SOLE 3247 0 0 VULCAN MATLS CO COM 929160109 139 800 SH SOLE 800 0 0 WESCO INTL INC COM 95082P105 192241 1869684 SH SOLE 1869684 0 0 ZOETIS INC CL A 98978V103 186 1000 SH SOLE 1000 0 0