PECONIC PARTNERS LLC: QUANTA SVCS INC (PWR): Quarterly 13F Position History
As of Q1 2026, PECONIC PARTNERS LLC reported 5,007,840 shares of QUANTA SVCS INC (PWR), worth $2.7B and representing 47.6% of its 13F equity book. The position first appeared in Q4 2016 and has been disclosed across 38 13F-HR filings in Pactolio's tracked window.
- 5,007,840Shares Held (Latest Filing)
- $2.7BReported Market Value (Latest Filing)
- 47.6%Portfolio Weight (% of 13F Equity Book)
- 0Quarter-over-Quarter Share Change
- +$635.8MQuarter-over-Quarter Value Change
- 11,544,519Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 38 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 5,007,840 | 0 | — | $2.7B | 47.6% | $549.0 |
| Q4 2025 | 5,007,840 | 0 | — | $2.1B | 50.2% | $422.1 |
| Q3 2025 | 5,007,840 | +11,191 | +0.2% | $2.1B | 57.4% | $414.4 |
| Q2 2025 | 4,996,649 | 300,916 | -5.7% | $1.9B | 60.6% | $378.1 |
| Q1 2025 | 5,297,565 | +99,000 | +1.9% | $1.3B | 68.8% | $254.2 |
| Q4 2024 | 5,198,565 | 300,000 | -5.5% | $1.6B | 66.8% | $316.1 |
| Q3 2024 | 5,498,565 | 100,000 | -1.8% | $1.6B | 68.6% | $298.1 |
| Q2 2024 | 5,598,565 | 0 | — | $1.4B | 61.0% | $254.1 |
| Q1 2024 | 5,598,565 | +70,200 | +1.3% | $1.5B | 64.6% | $259.8 |
| Q4 2023 | 5,528,365 | 0 | — | $1.2B | 57.3% | $215.8 |
| Q3 2023 | 5,528,365 | 0 | — | $1.0B | 60.3% | $187.1 |
| Q2 2023 | 5,528,365 | 35,000 | -0.6% | $1.1B | 52.5% | $196.4 |
| Q1 2023 | 5,563,365 | +418 | +0.0% | $927.1M | 52.6% | $166.6 |
| Q4 2022 | 5,562,947 | +31,744 | +0.6% | $807.0M | 52.1% | $145.1 |
| Q3 2022 | 5,531,203 | +65,492 | +1.2% | $704.6M | 48.7% | $127.4 |
| Q2 2022 | 5,465,711 | +5,000 | +0.1% | $685.1M | 50.2% | $125.3 |
| Q1 2022 | 5,460,711 | 70,000 | -1.3% | $718.7M | 55.1% | $131.6 |
| Q4 2021 | 5,530,711 | 33,900 | -0.6% | $634.2M | 51.0% | $114.7 |
| Q3 2021 | 5,564,611 | 104,043 | -1.8% | $633.4M | 56.2% | $113.8 |
| Q2 2021 | 5,668,654 | 14,000 | -0.2% | $513.4M | 51.4% | $90.6 |
| Q1 2021 | 5,682,654 | +291,039 | +5.4% | $500.0M | 52.4% | $88.0 |
| Q4 2020 | 5,391,615 | 290,831 | -5.1% | $388.3M | 46.8% | $72.0 |
| Q3 2020 | 5,682,446 | 3,758 | -0.1% | $300.4M | 53.5% | $52.9 |
| Q2 2020 | 5,686,204 | +244,163 | +4.5% | $223.1M | 62.2% | $39.2 |
| Q1 2020 | 5,442,041 | 0 | — | $172.7M | 66.8% | $31.7 |
| Q4 2019 | 5,442,041 | +321,968 | +6.3% | $221.5M | 45.2% | $40.7 |
| Q3 2019 | 5,120,073 | +1,191,900 | +30.3% | $193.5M | 45.0% | $37.8 |
| Q2 2019 | 3,928,173 | 7,616,346 | -66.0% | $150.0M | 29.5% | $38.2 |
| Q1 2019 | 11,544,519 | +7,854,146 | +212.8% | $435.7M | 29.2% | $37.7 |
| Q4 2018 | 3,690,373 | +618,459 | +20.1% | $111.1M | 27.2% | $30.1 |
| Q3 2018 | 3,071,914 | 1,713,550 | -35.8% | $102.5M | 25.9% | $33.4 |
| Q2 2018 | 4,785,464 | +285,083 | +6.3% | $159.8M | 29.3% | $33.4 |
| Q1 2018 | 4,500,381 | +4,500,381 | — | $154.6M | 29.9% | $34.4 |
| Q4 2017 | 0 | 4,754,856 | -100.0% | $0 | 0.0% | — |
| Q3 2017 | 4,754,856 | +190,371 | +4.2% | $177.7M | 28.8% | $37.4 |
| Q2 2017 | 4,564,485 | +1,714,485 | +60.2% | $150.3M | 24.2% | $32.9 |
| Q1 2017 | 2,850,000 | +1,625,000 | +132.7% | $105.8M | 12.1% | $37.1 |
| Q4 2016 | 1,225,000 | — | — | $42.7M | 5.7% | $34.8 |
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 PWR position in 13F-HR filings?
PECONIC PARTNERS LLC first reported QUANTA SVCS INC (PWR) on its 13F-HR filing for the period ending 2016-12-31 (Q4 2016). The position has appeared on 38 reported quarters within Pactolio's tracked window.
What was PECONIC PARTNERS LLC's most recent quarter-over-quarter share-count change in PWR?
PECONIC PARTNERS LLC held the same 5,007,840 shares of PWR between Q4 2025 and Q1 2026 — the reported share count was unchanged quarter-over-quarter.
Does the implied price-per-share represent PECONIC PARTNERS LLC's cost basis in PWR?
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.