Peconic Partners

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

PECONIC PARTNERS portfolio companies for March 2016 quarter

Company (Ticker) Portfolio Weight Share Count Price Last Trade
Dycom Industries (DY) 27.02 1.92M 64.67 43.91
MasTec (MTZ) 21.43 4.88M +5.00% 20.24 19.80
Alphabet Inc Class A cs 6.03 36450 NEW 762.91 0.00
TJX Companies (TJX) 4.25 249665 NEW 78.35 67.66
Delta Air Lines (DAL) 4.01 379490 NEW 48.68 44.19
Tutor Perini Corporation (TPC) 3.93 1.17M +22.00% 15.54 20.69
SBA Communications Corporation (SBAC) 3.78 173885 +6.00% 100.17 120.39
Ross Stores (ROST) 3.45 274630 NEW 57.90 105.22
Enterprise Products Partners 2.63 492625 +922.00% 24.62 0.00
WESCO International (WCC) 2.37 199497 NEW 54.67 67.58
Jacobs Engineering (JEC) 2.03 214720 NEW 43.55 42.89
Spectra Energy (SE) 1.99 299600 NEW 30.60 34.31
Energy Transfer Partners (ETP) 1.61 229680 NEW 32.34 54.95
Yum! Brands (YUM) 1.42 80000 NEW 81.85 77.05
American Airls 1.33 149800 NEW 41.01 0.00
Fluor Corporation (FLR) 1.17 100170 NEW 53.70 57.12
Allergan 1.16 19980 NEW 268.02 0.00
Wal-Mart Stores (WMT) 1.11 75000 NEW 68.49 81.06
Costco Wholesale Corporation (COST) 1.03 30000 NEW 157.57 148.30
Brinker International (EAT) 1.00 99865 NEW 45.95 58.33
United Rentals (URI) 0.94 70000 NEW 62.19 88.12
CF Industries Holdings (CF) 0.85 124830 NEW 31.34 292.79
Crown Castle Intl 0.81 43100 -25.00% 86.50 0.00
Flotek Industries (FTK) 0.52 327000 7.33 14.86
Southwest Airlines (LUV) 0.49 50000 NEW 44.80 44.01
American Tower Reit 0.44 20000 NEW 102.35 0.00
Bloomin Brands 0.37 99865 NEW 16.87 0.00
American Eagle Outfitters (AEO) 0.36 100000 NEW 16.67 16.91
General Motors Company (GM) 0.34 50234 -89.00% 31.43 37.89
Concho Resources (CXO) 0.33 15000 -26.00% 101.07 107.77
Nxp Semiconductors N V 0.28 16000 +3.00% 81.06 0.00
Calpine Corporation (CPN) 0.25 76199 -10.00% 15.17 20.82
Pioneer Natural Resources (PXD) 0.24 8000 NEW 140.75 153.87
Smith & Wesson Holding Corporation (SWHC) 0.20 35000 -46.00% 26.63 13.59
Apple (AAPL) 0.19 8050 108.94 123.28
Mallinckrodt Pub 0.15 11300 NEW 61.24 0.00
LogMeIn (LOGM) 0.12 10647 -64.00% 50.44 52.48
Lions Gate Entertainment (LGF) 0.09 20000 +33.00% 21.85 32.24
Diamondback Energy 0.08 5000 NEW 77.20 0.00
Matador Resources 0.06 14611 -79.00% 18.96 0.00
0.05 47380 +264.00% 4.96 0.00
Fireeye 0.04 10000 18.00 0.00
Oclaro (OCLR) 0.02 20000 +100.00% 5.40 1.57
Organovo Holdings 0.01 24000 2.17 0.00

Past 13F-HR SEC Filings for PECONIC PARTNERS

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