Peconic Partners

Latest statistics and disclosures from PECONIC PARTNERS's latest quarterly 13F-HR filing:

PECONIC PARTNERS portfolio companies for March 2015 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
DY Dycom Industries 14.79 -8.00% 1945685 48.84 43.91
PWR Quanta Services 10.14 -8.00% 2283725 28.53 28.12
GM General Motors Company 9.82 +43.00% 1681813 37.50 37.89
MTZ MasTec 6.47 2153668 19.30 19.80
COST Costco Wholesale Corporation 4.72 NEW 200110 151.50 148.30
XHB SPDR S&P; Homebuilders 4.62 NEW 805090 36.86 35.32
Actavis 4.57 +29.00% 98710 297.62 0.00
BBY Best Buy 4.35 739160 37.79 40.39
LH Laboratory Corp. of America Holdings 3.93 NEW 200160 126.09 121.70
Facebook Inc cl a 3.39 NEW 264660 82.21 0.00
TPC Tutor Perini Corporation 3.25 894237 23.35 20.69
Lululemon Athletica 3.25 NEW 325860 64.02 0.00
Mobileye N.v. 3.12 NEW 477230 42.03 0.00
INFN Infinera 3.05 NEW 994730 19.67 18.11
SBAC SBA Communications Corporation 2.97 162885 117.10 120.39
DHI D.R. Horton 2.66 NEW 600210 28.48 25.87
LEN Lennar Corporation 2.41 NEW 298340 51.81 48.23
SBUX Starbucks Corporation 2.19 NEW 148700 94.70 92.23
ICA Empresas ICA SA 2.09 -11.00% 4124184 3.26 3.09
FTK Flotek Industries 1.58 688038 14.74 14.86
HCA HOLDINGS 1.52 129520 75.23 0.00
CHS Chico's FAS 0.78 NEW 282480 17.69 17.91
MTG MGIC Investment 0.73 NEW 483730 9.63 9.39
Crown Castle Intl 0.61 +533.00% 47500 82.55 0.00
CPN Calpine Corporation 0.43 120199 22.87 20.82
LOGM LogMeIn 0.35 +60.00% 40000 56.00 52.48
XOP SPDR S&P; Oil & Gas Explore & Prod. 0.31 NEW 40000 49.45 47.80
Nxp Semiconductors N V 0.29 18500 100.38 0.00
CXO Concho Resources 0.23 -16.00% 12500 115.92 107.77
0.21 +124.00% 38000 35.08 0.00
Enterprise Products Partners 0.20 +189.00% 38200 32.93 0.00
AAPL Apple 0.16 8050 124.47 123.28
SWHC Smith & Wesson Holding Corporation 0.11 NEW 55000 12.73 13.59
Synergy Res 0.11 NEW 61700 11.85 0.00
HW Headwaters Incorporated 0.10 35000 18.34 16.03
IFF International Flavors & Fragrances 0.09 NEW 5000 117.40 117.32
Cimarex Energy 0.09 NEW 5000 115.00 0.00
Matador Resources 0.09 25000 21.92 0.00
Neptune Technologies Bioreso 0.07 +63.00% 273100 1.62 0.00
Fireeye 0.06 NEW 10000 39.30 0.00
ARMH ARM Holdings 0.05 6000 49.33 52.66
AMCC Applied Micro Circuits Corporation 0.04 45000 5.11 5.35
Sanchez Energy Corp C ommon stocks 0.04 NEW 20000 13.00 0.00
Organovo Holdings 0.01 24000 3.54 0.00
CPST Capstone Turbine Corporation 0.00 21800 0.64 0.65

Past 13F-HR SEC Filings for PECONIC PARTNERS

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