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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 232 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 #16 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%.
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Top 5 Holdings
PWR42.3%
DY27.9%
MTZ19.0%
FCX3.1%
AMC0.8%
Top 5: 93.0%
Portfolio Returns
1 Year
+90.39%
#67/10003 Year
+248.80%
#47/10005 Year
+529.79%
#11/1000Portfolio Value
$8.04B
Alpha Score
307.9
#16 of 1000
Holdings
8
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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 | $578.87 | +1,123.83% | Trimmed -5.73% |
 DY DYCOM INDS INC | 27.92% | $145.19 | $229.88 | +58.33% | Added +8.02% |
 MTZ MASTEC INC | 19.02% | $277.98 | $176.46 | -36.52% | Added +2.79% |
 FCX FREEPORT-MCMORAN INC | 3.06% | $55.33 | $65.96 | +19.21% | Added +18.09% |
 AMC AMC ENTMT HLDGS INC | 0.76% | $1.95 | $2.99 | +53.08% | Added +966.67% |
 CNK CINEMARK HLDGS INC | 0.47% | $28.90 | $39.58 | +36.96% | Added +200.48% |
 GOOGL ALPHABET INC | 0.01% | $176.23 | $320.58 | +81.91% | Held |