Peconic Partners (William Harnisch) disclosed updated portfolio positions in 13F filing: New ARRY position, Added to CZR SHLS PWR DY
Highlights from Q1 2025 filing as compared to Q4 2024 (all amounts are approximate):
- New positions in: ARRY (2.4 mln shares)
- Increased positions in: CZR (to 0.8 mln shares from 0.5 mln shares), SHLS (to 3.88 mln from 3.7 mln), PWR (to 5.3 mln from 5.2 mln), DY (to 3.71 mln from 3.65 mln)
- Closed positions in: NWL (from 1 mln shares), CMCSA (from 900K), UBER (from 600K), EQT (from 400K), NXT (from 380K), VST (from 220K)