PECONIC PARTNERS LLC: FIRST SOLAR INC (FSLR): Quarterly 13F Position History
As of Q1 2026, PECONIC PARTNERS LLC reported 395,000 shares of FIRST SOLAR INC (FSLR), worth $77.9M and representing 1.3% of its 13F equity book. Quarter-over-quarter share count change: + 100,000 (+33.9%) . The position first appeared in Q2 2017 and has been disclosed across 36 13F-HR filings in Pactolio's tracked window.
- 395,000Shares Held (Latest Filing)
- $77.9MReported Market Value (Latest Filing)
- 1.3%Portfolio Weight (% of 13F Equity Book)
- +100,000Quarter-over-Quarter Share Change
- +$854.9KQuarter-over-Quarter Value Change
- 395,000Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 36 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 395,000 | +100,000 | +33.9% | $77.9M | 1.3% | $197.3 |
| Q4 2025 | 295,000 | +195,000 | +195.0% | $77.1M | 1.8% | $261.2 |
| Q3 2025 | 100,000 | 200,000 | -66.7% | $22.1M | 0.6% | $220.5 |
| Q2 2025 | 300,000 | +300,000 | — | $49.7M | 1.6% | $165.5 |
| Q1 2025 | 0 | 0 | — | $0 | 0.0% | — |
| Q4 2024 | 0 | 0 | — | $0 | 0.0% | — |
| Q3 2024 | 0 | 0 | — | $0 | 0.0% | — |
| Q2 2024 | 0 | 0 | — | $0 | 0.0% | — |
| Q1 2024 | 0 | 0 | — | $0 | 0.0% | — |
| Q4 2023 | 0 | 0 | — | $0 | 0.0% | — |
| Q3 2023 | 0 | 0 | — | $0 | 0.0% | — |
| Q2 2023 | 0 | 0 | — | $0 | 0.0% | — |
| Q1 2023 | 0 | 0 | — | $0 | 0.0% | — |
| Q4 2022 | 0 | 0 | — | $0 | 0.0% | — |
| Q3 2022 | 0 | 0 | — | $0 | 0.0% | — |
| Q2 2022 | 0 | 0 | — | $0 | 0.0% | — |
| Q1 2022 | 0 | 0 | — | $0 | 0.0% | — |
| Q4 2021 | 0 | 0 | — | $0 | 0.0% | — |
| Q3 2021 | 0 | 0 | — | $0 | 0.0% | — |
| Q2 2021 | 0 | 0 | — | $0 | 0.0% | — |
| Q1 2021 | 0 | 0 | — | $0 | 0.0% | — |
| Q4 2020 | 0 | 0 | — | $0 | 0.0% | — |
| Q3 2020 | 0 | 0 | — | $0 | 0.0% | — |
| Q2 2020 | 0 | 0 | — | $0 | 0.0% | — |
| Q1 2020 | 0 | 0 | — | $0 | 0.0% | — |
| Q4 2019 | 0 | 0 | — | $0 | 0.0% | — |
| Q3 2019 | 0 | 0 | — | $0 | 0.0% | — |
| Q2 2019 | 0 | 0 | — | $0 | 0.0% | — |
| Q1 2019 | 0 | 0 | — | $0 | 0.0% | — |
| Q4 2018 | 0 | 0 | — | $0 | 0.0% | — |
| Q3 2018 | 0 | 0 | — | $0 | 0.0% | — |
| Q2 2018 | 0 | 0 | — | $0 | 0.0% | — |
| Q1 2018 | 0 | 0 | — | $0 | 0.0% | — |
| Q4 2017 | 0 | 0 | — | $0 | 0.0% | — |
| Q3 2017 | 0 | 50,000 | -100.0% | $0 | 0.0% | — |
| Q2 2017 | 50,000 | — | — | $2.0M | 0.3% | $39.9 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did PECONIC PARTNERS LLC first disclose a FSLR position in 13F-HR filings?
PECONIC PARTNERS LLC first reported FIRST SOLAR INC (FSLR) on its 13F-HR filing for the period ending 2017-06-30 (Q2 2017). The position has appeared on 36 reported quarters within Pactolio's tracked window.
What was PECONIC PARTNERS LLC's most recent quarter-over-quarter share-count change in FSLR?
Between Q4 2025 and Q1 2026, PECONIC PARTNERS LLC added 100,000 shares of FSLR (+33.9%), bringing the total reported position to 395,000 shares at a market value of $77.9M.
Does the implied price-per-share represent PECONIC PARTNERS LLC's cost basis in FSLR?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.