SEC 13F Intelligence

Peconic Partners LLC / SHLS

Peconic Partners LLC’s Shoals Technologies Group In Position

Does Peconic Partners LLC own Shoals Technologies Group In (SHLS)? Not currently — the last reported position was 7.05M shares worth $52M in Q3 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$52M
Q3 2025
Shares
7.05M
% of Portfolio
+1.45%
Quarters Held
5
position exited

Position History SHLS

Reported value by quarter
Q4 ’22: $5MQ4 ’22Q4 ’24: $20MQ4 ’24Q1 ’25: $13MQ1 ’25Q2 ’25: $30MQ2 ’25Q3 ’25: $52MQ3 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q3 20257.05M$52M+1.45%
Q2 20256.98M$30M+0.95%
Q1 20253.88M$13M+0.66%
Q4 20243.70M$20M+0.83%
Q4 2022200.0K$5M+0.32%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Peconic Partners LLC’s full portfolio or all institutional holders of SHLS.