Peconic Partners

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

Companies in the Peconic Partners portfolio as of September 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Quanta Services (PWR) 45.01 5.12M +33% 37.80
Target Corporation (TGT) 7.09 285000 NEW 106.91
Lennar Corporation (LEN) 5.55 426900 NEW 55.85
Home Depot (HD) 5.40 100000 NEW 232.02
Sba Communications Corp Com stock 4.74 84559 241.15
Wal-Mart Stores (WMT) 4.55 165000 +1550% 118.68
MasTec (MTZ) 4.10 271302 -93% 64.93
D.R. Horton (DHI) 3.44 280268 NEW 52.71
CBS Corporation (CBS) 3.05 325000 NEW 40.37
United Rentals (URI) 2.61 90000 NEW 124.64
Akamai Technologies (AKAM) 1.70 80000 NEW 91.38
Crispr Therapeutics Ag 1.33 139525 NEW 40.99
Varian Medical Systems (VAR) 1.32 47759 NEW 119.10
Diamondback Energy 1.15 55000 +266% 89.91
Activision Blizzard (ATVI) 1.11 90000 NEW 52.92
Electronic Arts (ERTS) 1.02 45000 NEW 97.82
Crown Castle Intl 0.89 27500 139.02
International Game Technology 0.60 183034 NEW 14.21
American Tower Reit 0.59 11500 221.13
CF Industries Holdings (CF) 0.57 50000 NEW 49.20
Technology SPDR (XLK) 0.57 30390 80.52
Alphabet Inc Class A cs 0.43 1500 NEW 1221.33
Whirlpool Corporation (WHR) 0.37 10000 NEW 158.40
Chart Industries (GTLS) 0.37 25504 NEW 62.34
Penumbra 0.31 10000 NEW 134.50
Nxp Semiconductors N V 0.28 11000 109.09
Magnolia Oil & Gas Corp magnolia oil & gas corp 0.19 75000 11.11
Abbvie 0.18 10000 NEW 75.70
Acasti Pharma 0.15 350000 NEW 1.89
Targa Res Corp 0.14 15000 -97% 40.20
Apple (AAPL) 0.12 2275 224.18
Viper Energy Partners 0.12 19400 -44% 27.68
Shopify Inc cl a 0.11 1500 -57% 311.33
IAC/InterActive (IACI) 0.10 2000 218.00
Neptune Wellness Solutions I 0.08 100500 3.56
Nextera Energy Inc C om 0.07 1300 233.08
Dycom Industries (DY) 0.07 6000 51.00
Kinder Morgan Inc. 0.07 15000 +200% 20.60
Square Inc cl a 0.07 5000 62.00
stock 0.05 2000 118.00
Equinix 0.05 400 577.50
Alkaline Wtr Co Inc 0.05 156286 NEW 1.47
IDEXX Laboratories (IDXX) 0.03 400 NEW 272.50
NVIDIA Corporation (NVDA) 0.03 800 +166% 173.75
* Acacia Communications Inc Com stock 0.03 2000 65.50
Westport Innovations Com New 0.02 25000 NEW 2.72
Fortinet (FTNT) 0.02 1000 77.00
Antares Pharma (AIS) 0.02 25000 3.36
Plains Gp Holdings Lp-cl A 0.02 5000 21.20
MYR (MYRG) 0.01 1200 31.67
0.01 25000 1.76
Canntrust Holdings Inc 0.01 40000 NEW 1.12
General Motors Company (GM) 0.00 234 38.46
Organovo Holdings 0.00 24000 0.25
Gw Pharmaceuticals Plc ads 0.00 150 NEW 113.33
Applied Optoelectronics 0.00 1000 11.00

Past 13F-HR SEC Filings by Peconic Partners

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