Rating #6
William Harnisch
Peconic Partners
Portfolio value
Stocks
Performance
1 Year
+51.67%
Stock Holdings
$
%
1Y
3Y
5Y
10Y
William Harnisch’s Portfolio: Q4 2025
Top10 stocks: 99.32% of the portfolio
William Harnisch’s Trades: Q4 2025
Adds
New Buys
Sold Outs
Cuts
3.85ppt
1.64ppt
1.22ppt
-0.05ppt
Company Name | Share Count Chg. (%) | Price Paid | Buy Value | Portfolio % Change | |
|---|---|---|---|---|---|
1  MTZ | Add +113.33% | $209.86 | $178.38M | 3.85ppt | |
2  AMZN | Add +7537.69% | $228.79 | $68.64M | 1.64ppt | |
3  FSLR | Add +195.00% | $252.20 | $49.18M | 1.22ppt | |
4  AMC | Add +50.00% | $2.38 | $2.38M | -0.05ppt |
William Harnisch’s Holdings: Q4 2025
Company Name | Primary Industry | Avg. price paid  | Share Count Chg. (%) | No of shares held | Market value | Portfolio % Change | % of Ownership | Holding period | Last Transaction | |
|---|---|---|---|---|---|---|---|---|---|---|
1  PWR | Electrical Contractors | $47.30 | 0.00% | 5.01M | $2.11B | 50.23% -7.16ppt | 3.36% | 37 Quarters | Q3 2025 | |
2  DY | Utility Construction | $116.01 | Cut -0.22% | 4.11M | $1.39B | 32.99% -0.23ppt | 14.19% | 58 Quarters | Q4 2025 | |
3 MTZ | Utility Construction | $215.23 | Add +113.33% | 1.60M | $347.79M | 8.27% 3.85ppt | 2.06% | 2 Quarters | Q4 2025 | |
4  FCX | Metal Mining | $50.79 | New Buy +100.00% | 2.00M | $101.58M | 2.41% 2.41ppt | 0.14% | 1 Quarter | Q4 2025 | |
5 FSLR | Semiconductors | $228.79 | Add +195.00% | 295.00K | $77.06M | 1.83% 1.22ppt | 0.28% | 3 Quarters | Q4 2025 | |
6 AMZN | Retail-Catalog & Mail-Order | $230.64 | Add +7537.69% | 303.98K | $70.16M | 1.67% 1.64ppt | 0.00% | 11 Quarters | Q4 2025 | |
7  EQT | Crude Oil & Gas | $57.65 | 0.00% | 580.00K | $31.09M | 0.74% -0.13ppt | 0.09% | 5 Quarters | Q3 2025 | |
8  RRC | Crude Oil & Gas | $40.67 | 0.00% | 800.00K | $28.21M | 0.67% -0.16ppt | 0.34% | 3 Quarters | Q2 2025 | |
9  DVN | Crude Oil & Gas | $36.63 | New Buy +100.00% | 300.00K | $10.99M | 0.26% 0.26ppt | 0.05% | 1 Quarter | Q4 2025 | |
10  CTRA | Crude Oil & Gas | $26.32 | New Buy +100.00% | 400.00K | $10.53M | 0.25% 0.25ppt | 0.05% | 1 Quarter | Q4 2025 | |
11  AR | Crude Oil & Gas | $34.46 | New Buy +100.00% | 300.00K | $10.34M | 0.25% 0.25ppt | 0.10% | 1 Quarter | Q4 2025 | |
12  CNK | Motion Picture Theaters | $23.24 | New Buy +100.00% | 400.00K | $9.30M | 0.22% 0.22ppt | 0.35% | 1 Quarter | Q4 2025 | |
13 AMC | Motion Picture Theaters | $2.45 | Add +50.00% | 3.00M | $4.68M | 0.11% -0.05ppt | 0.58% | 2 Quarters | Q4 2025 | |
14  SLAB | Semiconductors | $130.70 | New Buy +100.00% | 30.00K | $3.92M | 0.09% 0.09ppt | 0.09% | 1 Quarter | Q4 2025 | |
15  GOOGL | Computer Programming & Data | $176.23 | 0.00% | 1.80K | $563.40K | 0.01% 0.00ppt | 0.00% | 3 Quarters | Q3 2025 |
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