SEC 13F Intelligence

Peconic Partners LLC / WCC

Peconic Partners LLC’s Wesco Intl Inc Position

Does Peconic Partners LLC own Wesco Intl Inc (WCC)? Not currently — the last reported position was 2.45M shares worth $426M in Q4 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$426M
Q4 2023
Shares
2.45M
% of Portfolio
+20.45%
Quarters Held
17
position exited

Position History WCC

Reported value by quarter
Q4 ’19: $13MQ4 ’19Q1 ’20: $2MQ2 ’20: $43MQ3 ’20: $70MQ3 ’20Q4 ’20: $135MQ1 ’21: $151MQ2 ’21: $192MQ2 ’21Q3 ’21: $221MQ4 ’21: $253MQ1 ’22: $259MQ1 ’22Q2 ’22: $240MQ3 ’22: $285MQ4 ’22: $311MQ4 ’22Q1 ’23: $384MQ2 ’23: $439MQ3 ’23: $352MQ3 ’23Q4 ’23: $426Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 20232.45M$426M+20.45%
Q3 20232.45M$352M+20.54%
Q2 20232.45M$439M+21.19%
Q1 20232.49M$384M+21.79%
Q4 20222.49M$311M+20.08%
Q3 20222.39M$285M+19.68%
Q2 20222.24M$240M+17.62%
Q1 20221.99M$259M+19.85%
Q4 20211.92M$253M+20.36%
Q3 20211.91M$221M+19.59%
Q2 20211.87M$192M+19.24%
Q1 20211.74M$151M+15.80%
Q4 20201.71M$135M+16.13%
Q3 20201.59M$70M+12.46%
Q2 20201.24M$43M+12.12%
Q1 202083.7K$2M+0.74%
Q4 2019216.5K$13M+2.62%

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 WCC.