Rating #3
William Harnisch
Peconic Partners
Portfolio value
$5.78B
Stocks
9
Performance
1 Year
+116.86%
Stock Holdings
$
%
1Y
3Y
5Y
10Y
William Harnisch’s Portfolio: Q1 2026
Top9 stocks: 100.00% of the portfolio
William Harnisch’s Trades: Q1 2026
Adds
New Buys
Sold Outs
Cuts
Price Paid
$270.73
Buy Value
$535.62M
Portfolio % Change
11.65ppt
Price Paid
$220.17
Buy Value
$142.99M
Portfolio % Change
1.77ppt
Price Paid
$60.42
Buy Value
$79.58M
Portfolio % Change
0.96ppt
Price Paid
$221.17
Buy Value
$22.12M
Portfolio % Change
-0.48ppt
Price Paid
$375.65
Buy Value
$1.88M
Portfolio % Change
-8.88ppt
Company Name | Share Count Chg. (%) | Price Paid | Buy Value | Portfolio % Change | |
|---|---|---|---|---|---|
1  MTZ | Add +123.65% | $270.73 | $535.62M | 11.65ppt | |
2  AMZN | Add +213.64% | $220.17 | $142.99M | 1.77ppt | |
3  FCX | Add +65.85% | $60.42 | $79.58M | 0.96ppt | |
4  FSLR | Add +33.90% | $221.17 | $22.12M | -0.48ppt | |
5  DY | Add +0.12% | $375.65 | $1.88M | -8.88ppt |
William Harnisch’s Holdings: Q1 2026
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 | $2.75B | 47.56% -2.67ppt | 3.30% | 38 Quarters | Q3 2025 | |
2 DY | Utility Construction | $116.28 | Add +0.12% | 4.11M | $1.39B | 24.11% -8.88ppt | 14.16% | 59 Quarters | Q1 2026 | |
3 MTZ | Utility Construction | $274.12 | Add +123.65% | 3.58M | $1.15B | 19.92% 11.65ppt | 4.60% | 3 Quarters | Q1 2026 | |
4 AMZN | Retail-Catalog & Mail-Order | $215.40 | Add +213.64% | 953.41K | $198.57M | 3.44% 1.77ppt | 0.01% | 12 Quarters | Q1 2026 | |
5 FCX | Metal Mining | $53.96 | Add +65.85% | 3.32M | $194.98M | 3.37% 0.96ppt | 0.23% | 2 Quarters | Q1 2026 | |
6 FSLR | Semiconductors | $220.81 | Add +33.90% | 395.00K | $77.92M | 1.35% -0.48ppt | 0.37% | 4 Quarters | Q1 2026 | |
7  CNK | Motion Picture Theaters | $23.24 | 0.00% | 400.00K | $11.41M | 0.20% -0.02ppt | 0.35% | 2 Quarters | Q4 2025 | |
8  AMC | Motion Picture Theaters | $2.45 | 0.00% | 3.00M | $2.94M | 0.05% -0.06ppt | 0.58% | 3 Quarters | Q4 2025 | |
Computer Programming & Data | $176.23 | 0.00% | 1.80K | $517.61K | 0.01% -0.00ppt | 0.00% | 4 Quarters | Q3 2025 |
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Market data is sourced from S&P Global Market Intelligence. All insights and analysis are developed by Gainify. Copyright © 2026, S&P Global Market Intelligence. All rights reserved.
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