Rating #8
William Harnisch
Peconic Partners
Portfolio value
Stocks
Performance
1 Year
+43.47%
Stock Holdings
$
%
1Y
3Y
5Y
10Y
William Harnisch’s Portfolio: Q3 2025
Top10 stocks: 99.96% of the portfolio
William Harnisch’s Trades: Q3 2025
Adds
New Buys
Sold Outs
Cuts
3.31ppt
-0.02ppt
-3.17ppt
0.50ppt
Company Name | Share Count Chg. (%) | Price Paid | Buy Value | Portfolio % Change | |
|---|---|---|---|---|---|
1  DY | +7.84% | $262.41 | $78.59M | 3.31ppt | |
2  EQT | +20.83% | $52.83 | $5.28M | -0.02ppt | |
3  PWR | +0.22% | $388.69 | $4.35M | -3.17ppt | |
4  SHLS | +1.14% | $6.15 | $489.64K | 0.50ppt |
William Harnisch’s Holdings: Q3 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 | +0.22% | 5.01M | $2.08B | 57.39% -3.17ppt | 3.38% | 36 Quarters | Q3 2025 | |
2 DY | Utility Construction | $116.01 | +7.84% | 4.12M | $1.20B | 33.22% 3.31ppt | 14.23% | 57 Quarters | Q3 2025 | |
3  MTZ | Utility Construction | $212.81 | +100.00% | 750.00K | $159.61M | 4.41% 4.41ppt | 0.96% | 1 Quarter | Q3 2025 | |
4 SHLS | Semiconductors | $4.93 | +1.14% | 7.05M | $52.28M | 1.45% 0.50ppt | 4.22% | 4 Quarters | Q3 2025 | |
5 EQT | Crude Oil & Gas | $57.65 | +20.83% | 580.00K | $31.57M | 0.87% -0.02ppt | 0.10% | 4 Quarters | Q3 2025 | |
6  RRC | Crude Oil & Gas | $40.67 | 0.00% | 800.00K | $30.11M | 0.83% -0.21ppt | 0.34% | 2 Quarters | Q2 2025 | |
7  FSLR | Semiconductors | $165.54 | -66.67% | 100.00K | $22.05M | 0.61% -0.98ppt | 0.09% | 2 Quarters | Q3 2025 | |
8  WBD | Cable & Pay TV Services | $19.53 | +100.00% | 1.00M | $19.53M | 0.54% 0.54ppt | 0.04% | 1 Quarter | Q3 2025 | |
9  ARRY | Misc. Manufacturing | $4.88 | -11.98% | 2.13M | $17.37M | 0.48% 0.02ppt | 1.40% | 3 Quarters | Q3 2025 | |
10  AMC | Motion Picture Theaters | $2.90 | +100.00% | 2.00M | $5.80M | 0.16% 0.16ppt | 0.46% | 1 Quarter | Q3 2025 | |
11  AMZN | Retail-Catalog & Mail-Order | $217.12 | -97.03% | 3.98K | $873.89K | 0.02% -0.92ppt | 0.00% | 10 Quarters | Q3 2025 | |
12  GOOGL | Computer Programming & Data | $176.23 | -99.00% | 1.80K | $437.58K | 0.01% -1.00ppt | 0.00% | 2 Quarters | Q3 2025 |
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