Peconic Partners

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

Companies in the Peconic Partners portfolio as of June 2017 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
MasTec (MTZ) 34.62 4.76M 45.15
Quanta Services (PWR) 24.18 +60% 4.56M 32.92
Dycom Industries (DY) 8.78 -56% 609389 89.52
Newfield Exploration (NFX) 5.55 +43% 1.21M 28.46
Goldman Sachs (GS) 4.29 NEW 120000 221.90
Sba Communications Corp Com stock 3.52 -5% 162085 134.90
WESCO International (WCC) 2.56 -41% 277185 57.30
Wpx Energy 2.50 +22% 1.61M 9.66
Alerian Mlp Etf(amlp) 1.51 +747% 786054 11.96
Merck & Co (MRK) 1.03 NEW 100000 64.09
Alphabet Inc Class A cs 0.75 5000 929.60
EOG Resources (EOG) 0.73 -71% 50000 90.52
Adobe Systems Incorporated (ADBE) 0.70 NEW 30000 144.77
United Parcel Service (UPS) 0.62 NEW 35000 110.60
Southwest Airlines (LUV) 0.60 NEW 60000 62.13
Crown Castle Intl 0.60 -76% 37500 100.19
Flotek Industries (FTK) 0.57 -14% 397236 8.94
Sherwin-Williams Company (SHW) 0.56 NEW 10000 351.00
American Tower Reit 0.56 +23% 26500 132.30
Microsoft Corporation (MSFT) 0.55 NEW 50000 68.94
AK Steel Holding Corporation (AKS) 0.53 NEW 50000 65.70
Metropcs Communications 0.39 NEW 40000 60.63
Micron Technology (MU) 0.36 NEW 75000 29.87
Infinera (INFN) 0.36 NEW 210000 10.67
First Solar (FSLR) 0.32 NEW 50000 39.88
Concho Resources (CXO) 0.29 -40% 15000 121.53
salesforce (CRM) 0.28 NEW 20000 86.60
Nutanix Inc cl a 0.28 NEW 87200 20.15
Rsp Permian 0.26 -75% 50000 32.28
Neurocrine Biosciences (NBIX) 0.24 NEW 33000 46.00
Diamondback Energy 0.21 +50% 15000 88.80
Apple (AAPL) 0.19 8050 143.98
0.19 107380 10.85
Nxp Semiconductors N V 0.18 10000 109.50
General Motors Company (GM) 0.17 30234 34.93
Calpine Corporation (CPN) 0.14 64190 13.52
Nuance Communications (NUAN) 0.13 NEW 45000 17.40
Pioneer Natural Resources (PXD) 0.13 -95% 5000 159.60
CBS Corporation (CBS) 0.10 NEW 10000 63.80
LogMeIn (LOGM) 0.09 5647 104.48
Oclaro (OCLR) 0.06 40000 9.35
Timkensteel 0.06 NEW 25000 15.36
Pfizer (PFE) 0.05 10000 33.60
Cemex SAB de CV (CX) 0.04 +4% 26000 9.42
Square Inc cl a 0.04 10000 23.50
Lilis Energy 0.04 NEW 50005 4.90
IAC/InterActive (IACI) 0.03 NEW 2000 103.00
Emerge Energy Svcs 0.02 10800 8.98
Organovo Holdings 0.01 24000 2.62

Past 13F-HR SEC Filings by Peconic Partners

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