Peconic Partners (William Harnisch) discloses updated portfolio positions in 13F filing: New XLU RRC EQT FSLR GOOGL positions
Highlights from Q2 2025 filing as compared to Q1 2025 (all amounts are approximate):
- New positions: XLU (1 mln shares), RRC (800K), EQT (480K), FSLR (300K), GOOGL (180K), NXT (10K)
- Increased positions: SHLS (to 7 mln shares from 3.9 mln shares), AMZN (to 134K from 4K), DY (to 3.8 mln from 3.7 mln)
- Exited: CZR (from 805K), NEE (from 6K)
- Decreased position: PWR (to 5 mln shares from 5.3 mln shares)