Peconic Partners

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

PECONIC PARTNERS portfolio companies for December 2013 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
PWR Quanta Services 11.82 +60.00% 3592276 31.56 35.78
FLR Fluor Corporation 7.98 +7.00% 953200 80.29 77.14
MTZ MasTec 7.75 +5.00% 2272775 32.72 41.56
DY Dycom Industries 6.41 2213304 27.79 31.10
URI United Rentals 6.11 +38.00% 751505 77.95 90.75
KEG Key Energy Services 4.22 5129932 7.90 9.91
TRN Trinity Industries 4.20 738615 54.52 70.71
PXD Pioneer Natural Resources 3.89 -7.00% 202860 184.07 200.59
General Mtrs Co *w exp 07/10/201 3.81 +17.00% 1581981 23.12 0.00
General Mtrs Co *w exp 07/10/201 3.50 +27.00% 1078281 31.14 0.00
CBI Chicago Bridge & Iron Company N.V. 3.42 +887.00% 395000 83.14 84.90
WNC Wabash National Corporation 3.13 +4.00% 2428590 12.35 13.14
JEC Jacobs Engineering 3.05 +675.00% 465000 62.99 62.75
EWW iShares MSCI Mexico Inv. Mt. Idx. 2.83 NEW 400000 68.00 64.02
WLT Walter Energy 2.74 +41.00% 1578000 16.63 8.05
GM General Motors Company 2.67 625664 40.87 33.56
R Ryder System 2.31 NEW 300200 73.78 80.29
FTK Flotek Industries 1.73 -10.00% 829238 20.07 29.40
Aegion 1.72 -47.00% 753803 21.89 0.00
SBAC SBA Communications Corporation 1.54 164385 89.84 88.85
ROK Rockwell Automation 1.54 NEW 125000 118.16 124.19
Pandora Media 1.46 +133.00% 525000 26.60 0.00
TPC Tutor Perini Corporation 1.28 +222.00% 467057 26.30 30.05
ICA Empresas ICA SA 1.07 +305.00% 1215300 8.45 6.54
Weatherford International Lt reg 0.97 NEW 600000 15.49 0.00
AREX Approach Resources 0.81 -30.00% 403802 19.30 19.12
PANL Universal Display Corporation 0.77 +3177.00% 216337 34.36 0.00
ARMH ARM Holdings 0.72 NEW 126400 54.73 46.97
HAL Halliburton Company 0.53 NEW 100000 50.75 60.43
CCI Crown Castle International 0.41 +23.00% 53000 73.43 74.36
LEN Lennar Corporation 0.41 NEW 100000 39.56 38.73
TOL Toll Brothers 0.39 NEW 100000 37.00 34.53
RRC Range Resources 0.38 NEW 43000 84.30 89.74
CPST Capstone Turbine Corporation 0.31 +175.00% 2269750 1.29 2.02
CPN Calpine Corporation 0.30 148299 19.51 21.56
CXO Concho Resources 0.28 -16.00% 25000 108.00 130.58
Teck Resources Ltd cl b 0.27 NEW 100000 26.01 0.00
Sanchez Energy Corp C ommon stocks 0.26 +33.00% 100000 24.51 0.00
DHI D.R. Horton 0.23 NEW 100000 22.32 21.84
Nabors Industries Ltd shs 0.22 NEW 125000 16.99 0.00
PHM Pulte 0.21 NEW 100000 20.37 18.75
FCX Freeport-McMoRan Copper & Gold 0.20 NEW 50000 37.74 32.92
EQIX Equinix 0.18 NEW 10000 177.50 175.08
SPY SPDR S&P; 500 ETF 0.16 NEW 19000 78.84 185.17
Cimarex Energy 0.16 NEW 15000 104.93 0.00
PRIM Primoris Services 0.13 -17.00% 41129 31.12 27.00
Northern Tier Energy 0.13 NEW 50000 24.60 0.00
PKT Procera Networks 0.12 +7.00% 74000 15.01 9.32
NUAN Nuance Communications 0.11 +27.00% 70000 15.20 16.18
Advanced Emissions 0.10 -21.00% 18411 54.21 0.00
AAPL Apple 0.08 1350 560.74 517.45
BPZ BPZ Resources 0.08 +158.00% 435553 1.82 2.75
WAB Wabtec Corporation 0.08 NEW 10000 74.30 72.12
Pdc Energy 0.08 +200.00% 15000 53.20 0.00
Westport Innovations 0.07 -66.00% 32500 19.60 0.00
Diamondback Energy 0.07 -44.00% 13000 52.85 0.00
ATW Atwood Oceanics 0.06 10000 53.40 47.06
SCCO Southern Copper Corporation 0.06 NEW 20000 28.70 29.81
TDSC 3D Systems Corporation 0.06 6000 93.00 0.00
Enterprise Products Partners 0.05 6600 66.36 0.00
AMCC Applied Micro Circuits Corporation 0.05 +40.00% 35000 13.37 9.06
Nxp Semiconductors N V 0.05 -71.00% 10000 45.90 0.00
KBR KBR 0.04 -98.00% 12000 31.92 26.18
2060000 Power Solutions International 0.04 5000 75.20 0.00
JCP J.C. Penney Company 0.02 NEW 25000 9.16 7.23
LPSN LivePerson 0.02 14000 14.79 10.36
XOP SPDR S&P; Oil & Gas Explore & Prod. 0.02 NEW 800 257.50 75.34
Allot Communications Ltd Shs 0.02 13000 15.15 0.00
Neophotonics 0.02 27722 7.07 0.00
C&j Energy Services 0.02 NEW 10000 23.10 0.00
Bonanza Creek Energy 0.02 5500 43.45 0.00
Stratasys 0.02 -50.00% 1500 134.67 0.00
Cvr Refng 0.02 NEW 10000 22.60 0.00
Synergy Res 0.01 -93.00% 11000 9.27 0.00
FXEN FX Energy 0.00 12600 3.65 4.23

Past 13F-HR SEC Filings for PECONIC PARTNERS

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