Peconic Partners

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

PECONIC PARTNERS portfolio companies for June 2015 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
DY Dycom Industries 18.39 1931342 58.85 43.91
PWR Quanta Services 12.61 +18.00% 2704395 28.82 28.12
GM General Motors Company 10.13 +11.00% 1879213 33.33 37.89
MTZ MasTec 8.49 +22.00% 2642168 19.87 19.80
INFN Infinera 4.64 +37.00% 1367330 20.98 18.11
BBY Best Buy 4.43 +13.00% 840660 32.61 40.39
LH Laboratory Corp. of America Holdings 4.28 +9.00% 218460 121.22 121.70
Mobileye N.v. 4.07 473430 53.17 0.00
Allergan 3.98 NEW 81110 303.46 0.00
DHI D.R. Horton 3.51 +32.00% 794010 27.36 25.87
TPC Tutor Perini Corporation 3.27 +4.00% 935837 21.58 20.69
CIEN Ciena Corporation 3.18 NEW 831300 23.68 20.98
SBAC SBA Communications Corporation 3.03 162885 114.97 120.39
CX Cemex SAB de CV 2.51 NEW 1696100 9.16 9.12
ICA Empresas ICA SA 2.12 4189718 3.13 3.09
FTK Flotek Industries 1.35 -3.00% 663900 12.53 14.86
Facebook Inc cl a 1.25 -65.00% 90000 85.77 0.00
Nxp Semiconductors N V 1.10 +273.00% 69174 98.20 0.00
Crown Castle Intl 1.07 +73.00% 82500 80.30 0.00
VC Visteon Corporation 1.01 NEW 59500 104.97 97.73
MTG MGIC Investment 0.88 479930 11.38 9.39
GOOG Google 0.86 NEW 9900 540.00 554.33
Restoration Hardware Hldgs I 0.78 NEW 49700 97.63 0.00
Agni 0.46 NEW 99200 28.37 0.00
LOGM LogMeIn 0.42 40000 64.50 52.48
CPN Calpine Corporation 0.35 120199 17.99 20.82
0.35 +84.00% 70281 30.69 0.00
CXO Concho Resources 0.29 +27.00% 15981 113.89 107.77
Matador Resources 0.20 +98.00% 49611 24.99 0.00
Enterprise Products Partners 0.18 38200 29.90 0.00
SWHC Smith & Wesson Holding Corporation 0.17 +18.00% 65000 16.58 13.59
AAPL Apple 0.16 8050 125.47 123.28
HW Headwaters Incorporated 0.10 35000 18.23 16.03
Synergy Res 0.10 -16.00% 51700 11.43 0.00
Fireeye 0.08 10000 48.90 0.00
AMCC Applied Micro Circuits Corporation 0.05 45000 6.76 5.35
ARMH ARM Holdings 0.05 6000 49.33 52.66
Neptune Technologies Bioreso 0.02 -61.00% 104200 1.29 0.00
Solazyme 0.02 NEW 43756 3.13 0.00
Organovo Holdings 0.01 24000 3.75 0.00
CPST Capstone Turbine Corporation 0.00 21800 0.41 0.65
OCLR Oclaro 0.00 NEW 10000 2.30 1.57

Past 13F-HR SEC Filings for PECONIC PARTNERS

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