0001855205-24-000026.txt : 20240515 0001855205-24-000026.hdr.sgml : 20240515 20240515153923 ACCESSION NUMBER: 0001855205-24-000026 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240515 DATE AS OF CHANGE: 20240515 EFFECTIVENESS DATE: 20240515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: PECONIC PARTNERS LLC CENTRAL INDEX KEY: 0001050464 ORGANIZATION NAME: 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: 24949846 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 03-31-2024 03-31-2024 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 05-15-2024 0 10 2251936990 false INFORMATION TABLE 2 peconic_13f03312024.xml AMAZON COM INC COM 023135106 717912 3980 SH SOLE 3980 0 0 CARNIVAL CORP UNIT 99/99/9999 143658300 57190000 3500000 SH SOLE 3500000 0 0 DYCOM INDS INC COM 267475101 516217414 3596582 SH SOLE 3596582 0 0 FIRSTENERGY CORP COM 337932107 3862000 100000 SH SOLE 100000 0 0 MICRON TECHNOLOGY INC COM 595112103 91364750 775000 SH SOLE 775000 0 0 NEXTERA ENERGY INC COM 65339f101 15977500 250000 SH SOLE 250000 0 0 QUANTA SCVS INC COM 74762E102 1454507187 5598565 SH SOLE 5598565 0 0 SOUTHERN CO COM 842587107 5510995 76819 SH SOLE 76819 0 0 UBER TECHNOLOGIES INC COM 90353T100 795307 10330 SH SOLE 10330 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 105793925 1611484 SH SOLE 1611484 0 0