Peconic Partners

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

Companies in the Peconic Partners portfolio as of September 2017 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
MasTec (MTZ) 35.65 4.76M 46.40
Quanta Services (PWR) 28.65 4.75M +4% 37.37
SPDR S&P; Oil & Gas Explore & Prod. (XOP) 5.69 1.03M NEW 34.09
Newfield Exploration (NFX) 4.93 1.03M -14% 29.67
Juno Therapeutics 4.12 570000 NEW 44.86
Costco Wholesale Corporation (COST) 3.97 150000 NEW 164.29
WESCO International (WCC) 3.01 320824 +15% 58.25
Alerian Mlp Etf(amlp) 2.26 1.25M +58% 11.22
Sba Communications Corp Com stock 2.02 87059 -46% 144.05
Alphabet Inc Class A cs 1.73 11000 +120% 973.73
Crown Castle Intl 0.93 57500 +53% 99.98
Metropcs Communications 0.70 70000 +75% 61.70
Teck Resources Ltd cl b 0.61 180000 NEW 21.09
American Tower Reit 0.58 26500 136.68
Editas Medicine 0.57 148258 NEW 24.01
Yamana Gold Inc 0.47 1.10M NEW 2.65
Dycom Industries (DY) 0.43 31000 -94% 85.87
Vanguard Financials ETF (VFH) 0.42 40000 NEW 65.35
Flexion Therapeutics 0.39 100000 NEW 24.18
United Rentals (URI) 0.34 15000 NEW 138.73
Flotek Industries (FTK) 0.33 442837 +11% 4.65
Apple (AAPL) 0.32 13050 +62% 154.10
Concho Resources (CXO) 0.32 15000 131.73
Diamondback Energy 0.32 20000 +33% 97.95
Nxp Semiconductors N V 0.18 10000 113.10
Calpine Corporation (CPN) 0.15 64190 14.75
Primoris Services (PRIM) 0.12 25000 NEW 29.44
Rsp Permian 0.11 20000 -60% 34.60
LogMeIn (LOGM) 0.10 5647 109.97
0.10 67380 -37% 9.50
Pfizer (PFE) 0.06 10000 35.70
Oclaro (OCLR) 0.06 40000 8.62
Biotelemetry 0.05 10000 NEW 33.00
Square Inc cl a 0.05 10000 28.80
Lilis Energy 0.05 75005 +49% 4.47
IAC/InterActive (IACI) 0.04 2000 117.50
Cemex SAB de CV (CX) 0.04 26000 9.08
Warrior Met Coal 0.04 10000 NEW 23.60
Nuance Communications (NUAN) 0.03 10000 -77% 15.70
Viper Energy Partners 0.03 10000 NEW 18.60
Organovo Holdings 0.01 24000 2.21
Emerge Energy Svcs 0.01 10800 8.24

Past 13F-HR SEC Filings by Peconic Partners

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