Peconic Partners

Latest statistics and disclosures from Peconic Partners's latest quarterly 13F-HR filing:

Companies in the Peconic Partners portfolio as of March 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
MasTec (MTZ) 42.63 4.41M -66% 48.10
Quanta Services (PWR) 29.18 3.85M -66% 37.74
Wpx Energy 5.27 2.00M -66% 13.11
Targa Res Corp 4.76 569900 -66% 41.55
Sba Communications Corp Com stock 3.41 84959 -66% 199.66
Wheaton Precious Metals Corp C Om stock 1.63 340800 -66% 23.82
Aurora Cannabis Inc snc 1.50 825000 -66% 9.06
Encana Corp C om 1.45 1000000 -66% 7.24
Tableau Software Inc Cl A 1.41 54965 -66% 127.28
Vanguard Lg Term Govt Bd ETF (VGLT) 1.17 75000 -66% 77.76
iShares MSCI Emerging Markets Indx (EEM) 0.86 100000 -66% 42.92
Crown Castle Intl 0.71 27500 -66% 128.00
ON Semiconductor (ONNN) 0.62 150000 -66% 20.57
Workday Inc cl a 0.58 15000 -66% 192.87
American Tower Reit 0.46 11500 -66% 197.04
Technology SPDR (XLK) 0.45 30390 -66% 74.00
Twilio Inc cl a 0.45 17300 -66% 129.19
Occidental Petroleum Corporation (OXY) 0.37 28000 -66% 66.21
Diamondback Energy 0.31 15000 -66% 101.53
PAN AMERICAN SILVER CORP CAN Com 0.28 106162 -66% 13.25
Viper Energy Partners 0.23 35000 -66% 33.17
Wal-Mart Stores (WMT) 0.20 10000 -66% 97.50
Nxp Semiconductors N V 0.20 11000 -66% 88.36
Continental Resources (CLR) 0.18 20000 -66% 44.75
Magnolia Oil & Gas Corp magnolia oil & gas corp 0.18 75000 -66% 12.00
Concho Resources (CXO) 0.17 7500 -66% 110.93
Flotek Industries (FTK) 0.15 225627 -66% 3.24
Shopify Inc cl a 0.15 3500 -66% 206.57
Aphria Inc foreign stock 0.13 70000 -66% 9.31
SPDR S&P; Oil & Gas Explore & Prod. (XOP) 0.11 17000 -66% 30.76
Apple (AAPL) 0.09 2275 -66% 189.89
IAC/InterActive (IACI) 0.08 2000 -66% 210.00
Square Inc cl a 0.08 5000 -66% 75.00
Dycom Industries (DY) 0.06 6000 -66% 46.00
Neptune Wellness Solutions I 0.06 100500 -66% 3.19
Nextera Energy Inc C om 0.05 1300 -66% 193.08
Carrizo Oil & Gas (CRZO) 0.05 20000 -66% 12.45
stock 0.05 2000 -66% 124.50
Alphabet Inc Class C cs 0.05 200 -66% 1175.00
Equinix 0.04 400 -66% 452.50
Plains Gp Holdings Lp-cl A 0.03 5000 -66% 25.00
Hexo Corp 0.03 25000 -66% 6.64
Fortinet (FTNT) 0.02 1000 -66% 84.00
Antares Pharma (AIS) 0.02 25000 -66% 3.04
Kinder Morgan Inc. 0.02 5000 -66% 20.00
Tripadvisor 0.02 2000 -66% 51.50
0.02 25000 -66% 4.44
* Acacia Communications Inc Com stock 0.02 2000 -66% 57.50
NVIDIA Corporation (NVDA) 0.01 300 -66% 180.00
MYR (MYRG) 0.01 1200 -66% 35.00
General Motors Company (GM) 0.00 234 -66% 38.46
Organovo Holdings 0.00 24000 -66% 1.00
Emerge Energy Svcs 0.00 10800 -66% 1.94
Applied Optoelectronics 0.00 1000 -66% 12.00

Past 13F-HR SEC Filings by Peconic Partners

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