PECONIC PARTNERS LLC
Hedge Fund • Long/Short
PECONIC PARTNERS LLC is a Long/Short Hedge Fund based in New York, NY led by Richard Harvey Adelaar, managing $3.6B across 12 long positions as of Q3 2025 with 95% Industrials concentration, 100% concentrated in top 10 holdings, and 57% allocation to PWR.
PresidentRichard Harvey Adelaar
- Portfolio Value
- $3.6B
- Positions
- 12
- Top Holding
- PWR at 57.39%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in PECONIC PARTNERS LLC's portfolio (100% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Engineering & Construction Industrials | $2.1B | 57.39% | +$4.6M Bought | 3.36% 5.0M shares | |
Engineering & Construction Industrials | $1.2B | 33.22% | +$87.4M Bought | 14.22% 4.1M shares | |
Engineering & Construction Industrials | $159.6M | 4.41% | +$159.6M Bought | 0.95% 750.0K shares | |
Solar Energy | $52.3M | 1.45% | +$590.0K Bought | 4.22% 7.1M shares | |
Oil & Gas Exploration & Production Energy | $31.6M | 0.87% | +$5.4M Bought | 0.09% 580.0K shares | |
Oil & Gas Exploration & Production Energy | $30.1M | 0.83% | — | 0.34% 800.0K shares | |
Solar Energy | $22.1M | 0.61% | -$44.1M Sold | 0.09% 100.0K shares | |
Entertainment Communication Services | $19.5M | 0.54% | +$19.5M Bought | 0.04% 1.0M shares | |
Solar Energy | $17.4M | 0.48% | -$2.4M Sold | — 2.1M shares | |
Entertainment Communication Services | $5.8M | 0.16% | +$5.8M New | 0.39% 2.0M shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in PECONIC PARTNERS LLC's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
+20.83% | |
+7.84% | |
+1.14% | |
+0.22% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
-99.0% | |
-97.03% | |
-66.67% |
Analytics
Portfolio insights and performance metrics for PECONIC PARTNERS LLC
GthenA