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William Harnisch
PECONIC PARTNERS LLC
Latest filing: 2026-03-31
William Harnisch runs PECONIC PARTNERS LLC and currently holds 9 stock positions, which is fewer than the average of 236 among the investors we track. The portfolio is valued at approximately $5.78B. Their top holdings are PWR, DY, MTZ, AMZN, FCX. The top five represent 98.4% of reported portfolio weight. William Harnisch ranks #19 out of 1000 investors tracked by Alpha Score. They added to 5 existing positions. Their current best-performing preview position is MTZ with returns of +48.01%.
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9 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 PWR QUANTA SCVS INC | 47.56% | $47.30 | $563.06 | +1,090.40% | Held |
 DY DYCOM INDS INC | 24.11% | $116.28 | $374.71 | +222.25% | Added +0.12% |
 MTZ MASTEC INC | 19.92% | $274.12 | $288.36 | +5.19% | Added +123.65% |
 AMZN AMAZON COM INC | 3.44% | $215.40 | $229.86 | +6.71% | Added +213.64% |
 FCX FREEPORT-MCMORAN INC | 3.37% | $53.96 | $59.09 | +9.51% | Added +65.85% |
 FSLR FIRST SOLAR INC | 1.35% | $220.81 | $200.73 | -9.09% | Added +33.90% |
 CNK CINEMARK HLDGS INC | 0.20% | $23.24 | $34.90 | +50.17% | Held |
 AMC AMC ENTMT HLDGS INC | 0.05% | $2.45 | $2.70 | +10.00% | Held |
 GOOGL ALPHABET INC | 0.01% | $176.23 | $336.39 | +90.88% | Held |