Peconic Partners LLC

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

PECONIC PARTNERS portfolio companies for March 2017 quarter

Company (Ticker) Portfolio Weight Share Count Price Last Trade
MasTec (MTZ) 22.02 4.79M 40.05 43.80
Dycom Industries (DY) 14.82 1.39M 92.95 90.59
Quanta Services (PWR) 12.15 2.85M +132.00% 37.11 31.21
iShares Russell 2000 Index (IWM) 11.05 700000 +11566.00% 137.48 139.98
Apache Corporation (APA) 6.60 1.12M 51.39 45.63
United Rentals (URI) 3.91 271980 +22.00% 125.05 103.82
WESCO International (WCC) 3.81 476693 +37.00% 69.55 54.25
Newfield Exploration (NFX) 3.58 845702 36.91 27.56
Agrium Inc. 2.47 225000 NEW 95.55 0.00
Pioneer Natural Resources (PXD) 2.45 114600 +1046.00% 186.23 154.75
Sba Communications Corp Com stock 2.38 171885 NEW 120.37 0.00
Wpx Energy 2.01 1.31M +4.00% 13.39 0.00
EOG Resources (EOG) 1.99 177630 NEW 97.55 87.69
Crown Castle Intl 1.76 162500 +160.00% 94.45 0.00
SPDR S&P; Oil & Gas Explore & Prod. (XOP) 1.29 300000 NEW 37.44 30.21
Rsp Permian 0.97 203002 NEW 41.43 0.00
Allergan 0.90 32798 NEW 238.92 0.00
Flotek Industries (FTK) 0.67 462000 +8.00% 12.71 8.03
Oasis Petroleum (OAS) 0.60 368008 -38.00% 14.26 7.66
Netflix (NFLX) 0.51 30000 NEW 147.80 154.89
Pdc Energy 0.50 69263 -42.00% 62.36 0.00
Alphabet Inc Class A cs 0.49 5000 NEW 847.80 0.00
Juno Therapeutics 0.38 150000 NEW 22.19 0.00
Concho Resources (CXO) 0.37 25000 +25.00% 128.36 113.88
American Tower Reit 0.30 21500 121.53 0.00
Ciena Corporation (CIEN) 0.27 100000 NEW 23.61 25.94
0.21 107380 17.35 0.00
Enterprise Products Partners 0.20 64200 27.62 0.00
3D Systems Corporation (TDSC) 0.16 93773 NEW 14.96 0.00
Alerian Mlp Etf(amlp) 0.14 92700 -96.00% 12.71 0.00
Apple (AAPL) 0.13 8050 143.60 145.63
Nxp Semiconductors N V 0.12 10000 103.50 0.00
General Motors Company (GM) 0.12 30234 -49.00% 35.36 34.19
Diamondback Energy 0.12 10000 103.70 0.00
Teck Resources Ltd cl b 0.10 40000 -80.00% 21.90 0.00
Calpine Corporation (CPN) 0.08 64190 -15.00% 11.05 13.65
Argan (AGX) 0.08 10000 NEW 66.20 60.05
LogMeIn (LOGM) 0.06 5647 97.57 109.50
Oclaro (OCLR) 0.05 40000 9.82 9.44
Pfizer (PFE) 0.04 10000 NEW 34.20 34.06
Halcon Res 0.04 50000 NEW 7.70 0.00
Cemex SAB de CV (CX) 0.03 25000 9.08 9.14
Emerge Energy Svcs 0.02 10800 NEW 13.89 0.00
Square Inc cl a 0.02 10000 17.30 0.00
Neurotrope Inc equity 0.02 10000 NEW 19.10 0.00
Organovo Holdings 0.01 24000 3.17 0.00

Past 13F-HR SEC Filings for PECONIC PARTNERS

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