Peconic Partners

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

PECONIC PARTNERS portfolio companies for September 2015 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
DY Dycom Industries 22.84 1931342 72.36 43.91
PWR Quanta Services 11.19 +4.00% 2829195 24.21 28.12
MTZ MasTec 10.64 +55.00% 4111745 15.83 19.80
GM General Motors Company 10.20 +10.00% 2079213 30.02 37.89
BBY Best Buy 6.31 +23.00% 1040660 37.12 40.39
Mobileye N.v. 6.01 +70.00% 808430 45.48 0.00
Crown Castle Intl 5.70 +436.00% 442200 78.87 0.00
INFN Infinera 4.96 +13.00% 1551030 19.56 18.11
CX Cemex SAB de CV 3.42 +76.00% 2996100 6.99 9.12
DHI D.R. Horton 3.21 -15.00% 669010 29.36 25.87
SBAC SBA Communications Corporation 2.79 162885 104.74 120.39
TPC Tutor Perini Corporation 2.52 935837 16.46 20.69
FTK Flotek Industries 1.81 663900 16.70 14.86
CIEN Ciena Corporation 1.80 -36.00% 531300 20.72 20.98
LEN Lennar Corporation 1.78 NEW 226500 48.13 48.23
ICA Empresas ICA SA 1.12 -2.00% 4087584 1.67 3.09
TOL Toll Brothers 0.84 NEW 150000 34.24 37.37
LOGM LogMeIn 0.56 +25.00% 50000 68.16 52.48
XLU Utilities SPDR 0.44 NEW 62300 43.29 43.18
CXO Concho Resources 0.34 +31.00% 20981 98.28 107.77
CPN Calpine Corporation 0.33 +16.00% 140199 14.60 20.82
Nxp Semiconductors N V 0.26 -73.00% 18500 87.08 0.00
SWHC Smith & Wesson Holding Corporation 0.18 65000 16.88 13.59
Matador Resources 0.17 49611 20.74 0.00
Enterprise Products Partners 0.16 38200 24.90 0.00
AAPL Apple 0.15 8050 110.31 123.28
LGF Lions Gate Entertainment 0.09 NEW 15000 36.80 32.24
Fireeye 0.05 10000 31.80 0.00
ARMH ARM Holdings 0.04 6000 43.33 52.66
AMCC Applied Micro Circuits Corporation 0.03 -22.00% 35000 5.31 5.35
HW Headwaters Incorporated 0.03 -71.00% 10000 18.80 16.03
Neptune Technologies Bioreso 0.02 104200 1.10 0.00
0.02 -81.00% 13000 7.46 0.00
Organovo Holdings 0.01 24000 2.67 0.00
NVTL Novatel Wireless 0.00 NEW 10000 2.20 2.56
OCLR Oclaro 0.00 10000 2.30 1.57

Past 13F-HR SEC Filings for PECONIC PARTNERS

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