Back to investors
William Harnisch 13F Portfolio
PECONIC PARTNERS LLC
Latest SEC 13F filing: 2026-06-30
William Harnisch runs PECONIC PARTNERS LLC and currently holds 8 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $8.04B. Their top holdings are PWR, DY, MTZ, FCX, AMC. The top five represent 93.0% of reported portfolio weight. William Harnisch ranks #17 out of 1000 investors tracked by Alpha Score. They added to 5 existing positions. They trimmed 1 position. Their current best-performing preview position is AMC with returns of +93.88%.
Sign in to enable email alerts for this investor.
Top 5 Holdings
PWR42.3%
DY27.9%
MTZ19.0%
FCX3.1%
AMC0.8%
Top 5: 93.0%
Portfolio Returns
1 Year
+90.39%
#70/10003 Year
+248.80%
#45/10005 Year
+529.79%
#12/1000Portfolio Value
$8.04B
Alpha Score
307.9
#17 of 1000
Holdings
8
Showper page
William Harnisch Current 13F Holdings
Reported holdings from PECONIC PARTNERS LLC's latest SEC 13F filing, ranked by portfolio weight.
8 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 PWR QUANTA SCVS INC | 42.25% | $47.30 | $650.69 | +1,275.67% | Trimmed -5.73% |
 DY DYCOM INDS INC | 27.92% | $145.19 | $307.48 | +111.78% | Added +8.02% |
 MTZ MASTEC INC | 19.02% | $277.98 | $240.54 | -13.47% | Added +2.79% |
 FCX FREEPORT-MCMORAN INC | 3.06% | $55.33 | $71.07 | +28.45% | Added +18.09% |
 AMC AMC ENTMT HLDGS INC | 0.76% | $1.95 | $2.47 | +26.82% | Added +966.67% |
 CNK CINEMARK HLDGS INC | 0.47% | $28.90 | $35.08 | +21.38% | Added +200.48% |
 GOOGL ALPHABET INC | 0.01% | $176.23 | $338.50 | +92.08% | Held |