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