PECONIC PARTNERS LLC — QUANTA SERVICES INC PWR: Quarterly 13F Position History
PECONIC PARTNERS LLC has reported QUANTA SERVICES INC (PWR) on 38 13F-HR filings in Pactolio's tracked window, first appearing in Q4 2016. As of Q1 2026, the position is sized at 5,007,840 shares ($2.75B market value, 47.56% of the equity book).
- 5,007,840Shares Held (Latest Filing)
- $2.75BReported Market Value (Latest Filing)
- 47.56%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 | — | $2.75B | 47.56% | $549.02 |
| Q4 2025 | 5,007,840 | 0 | — | $2.11B | 50.23% | $422.06 |
| Q3 2025 | 5,007,840 | +11,191 | +0.2% | $2.08B | 57.39% | $414.42 |
| Q2 2025 | 4,996,649 | 300,916 | -5.7% | $1.89B | 60.56% | $378.08 |
| Q1 2025 | 5,297,565 | +99,000 | +1.9% | $1.35B | 68.77% | $254.18 |
| Q4 2024 | 5,198,565 | 300,000 | -5.5% | $1.64B | 66.78% | $316.05 |
| Q3 2024 | 5,498,565 | 100,000 | -1.8% | $1.64B | 68.59% | $298.15 |
| Q2 2024 | 5,598,565 | 0 | — | $1.42B | 60.98% | $254.09 |
| Q1 2024 | 5,598,565 | +70,200 | +1.3% | $1.45B | 64.59% | $259.80 |
| Q4 2023 | 5,528,365 | 0 | — | $1.19B | 57.27% | $215.80 |
| Q3 2023 | 5,528,365 | 0 | — | $1.03B | 60.27% | $187.07 |
| Q2 2023 | 5,528,365 | 35,000 | -0.6% | $1.09B | 52.46% | $196.45 |
| Q1 2023 | 5,563,365 | +418 | +0.0% | $927.1M | 52.61% | $166.64 |
| Q4 2022 | 5,562,947 | +31,744 | +0.6% | $807.0M | 52.07% | $145.06 |
| Q3 2022 | 5,531,203 | +65,492 | +1.2% | $704.6M | 48.69% | $127.39 |
| Q2 2022 | 5,465,711 | +5,000 | +0.1% | $685.1M | 50.24% | $125.34 |
| Q1 2022 | 5,460,711 | 70,000 | -1.3% | $718.7M | 55.06% | $131.61 |
| Q4 2021 | 5,530,711 | 33,900 | -0.6% | $634.2M | 50.97% | $114.66 |
| Q3 2021 | 5,564,611 | 104,043 | -1.8% | $633.4M | 56.20% | $113.82 |
| Q2 2021 | 5,668,654 | 14,000 | -0.2% | $513.4M | 51.38% | $90.57 |
| Q1 2021 | 5,682,654 | +291,039 | +5.4% | $500.0M | 52.45% | $87.98 |
| Q4 2020 | 5,391,615 | 290,831 | -5.1% | $388.3M | 46.81% | $72.02 |
| Q3 2020 | 5,682,446 | 3,758 | -0.1% | $300.4M | 53.53% | $52.86 |
| Q2 2020 | 5,686,204 | +244,163 | +4.5% | $223.1M | 62.19% | $39.23 |
| Q1 2020 | 5,442,041 | 0 | — | $172.7M | 66.77% | $31.73 |
| Q4 2019 | 5,442,041 | +321,968 | +6.3% | $221.5M | 45.18% | $40.71 |
| Q3 2019 | 5,120,073 | +1,191,900 | +30.3% | $193.5M | 45.01% | $37.80 |
| Q2 2019 | 3,928,173 | 7,616,346 | -66.0% | $150.0M | 29.54% | $38.19 |
| Q1 2019 | 11,544,519 | +7,854,146 | +212.8% | $435.7M | 29.19% | $37.74 |
| Q4 2018 | 3,690,373 | +618,459 | +20.1% | $111.1M | 27.19% | $30.10 |
| Q3 2018 | 3,071,914 | 1,713,550 | -35.8% | $102.5M | 25.88% | $33.38 |
| Q2 2018 | 4,785,464 | +285,083 | +6.3% | $159.8M | 29.33% | $33.40 |
| Q1 2018 | 4,500,381 | +4,500,381 | — | $154.6M | 29.89% | $34.35 |
| Q4 2017 | 0 | 4,754,856 | -100.0% | $0 | 0.00% | — |
| Q3 2017 | 4,754,856 | +190,371 | +4.2% | $177.7M | 28.78% | $37.37 |
| Q2 2017 | 4,564,485 | +1,714,485 | +60.2% | $150.3M | 24.21% | $32.92 |
| Q1 2017 | 2,850,000 | +1,625,000 | +132.7% | $105.8M | 12.14% | $37.11 |
| Q4 2016 | 1,225,000 | — | — | $42.7M | 5.65% | $34.85 |
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 SERVICES 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.