Peconic Partners Llc (1050464) Portfolio


Number of Companies: 44
Inflow: $138,146 K
Outflow: $-126,312 K
Net Flow: $11,833 K
2016-03-31: Recent SEC Filing
2015-12-31: Previous SEC Filing


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Mffais Overall Rank Mffais Industry Rank Company Industry Shares Action Qty Chg Close Price Mffais Flow(K) Current Value (K)
2995 32 Tjx Companies Inc (TJX) Specialty Apparel Stores 249,665 New Holding 249,665 $78.34 $19,561 $19,561
2921 14 Delta Air Lines Inc (DAL) Airlines 379,490 New Holding 379,490 $48.68 $18,473 $18,473
2871 31 Ross Stores Inc (ROST) Specialty Apparel Stores 274,630 New Holding 274,630 $57.90 $15,901 $15,901
202 1 Wesco International Inc (WCC) Industrial Distribution And Rental 199,497 New Holding 199,497 $54.66 $10,906 $10,906
2689 10 Jacobs Engineering Group Inc (JEC) Engineering Services 214,720 New Holding 214,720 $43.54 $9,351 $9,351
2692 18 Spectra Energy Corp (SE) Midstream Oil And Gas 299,600 New Holding 299,600 $30.60 $9,167 $9,167
3004 37 Yum Brands Inc (YUM) Restaurants 80,000 New Holding 80,000 $81.84 $6,548 $6,548
2303 12 Fluor Corp (FLR) Infrastructure Construction 100,170 New Holding 100,170 $53.70 $5,379 $5,379
3017 8 Wal-Mart Stores Inc (WMT) Mass Merchants 75,000 New Holding 75,000 $68.48 $5,136 $5,136
2474 13 Mastec Inc (MTZ) Infrastructure Construction 4,878,991 Added More 250,000 $20.24 $5,060 $98,750
3044 9 Costco Wholesale Corp (COST) Mass Merchants 30,000 New Holding 30,000 $157.58 $4,727 $4,727
165 4 Brinker International Inc (EAT) Restaurants 99,865 New Holding 99,865 $45.95 $4,588 $4,588
2681 14 United Rentals Inc (URI) Industrial Distribution And Rental 70,000 New Holding 70,000 $62.18 $4,353 $4,353
2448 10 Cf Industries Holdings Inc (CF) Agricultural Chemicals 124,830 New Holding 124,830 $31.34 $3,912 $3,912
302 1 Tutor Perini Corp (TPC) Nonresidential Bldg Const 1,165,397 Added More 217,470 $15.54 $3,379 $18,110
2767 12 Southwest Airlines Co (LUV) Airlines 50,000 New Holding 50,000 $44.79 $2,240 $2,240
2989 128 American Tower Corp (AMT) Reit 20,000 New Holding 20,000 $102.37 $2,047 $2,047
1913 20 Bloomin Brands Inc (BLMN) Restaurants 99,865 New Holding 99,865 $16.87 $1,684 $1,684
2762 29 American Eagle Outfitters (AEO) Specialty Apparel Stores 100,000 New Holding 100,000 $16.67 $1,667 $1,667
51 1 Dycom Industries Inc (DY) Infrastructure Construction 1,924,997 Added More 20,000 $64.66 $1,293 $124,489
2715 69 Pioneer Natural Resources Co (PXD) Exploration And Production 8,000 New Holding 8,000 $140.74 $1,125 $1,125
2558 14 Sba Communications Corp-Cl A (SBAC) Infrastructure Construction 173,885 Added More 10,500 $100.16 $1,051 $17,418
196 12 Diamondback Energy Inc (FANG) Exploration And Production 5,000 New Holding 5,000 $77.18 $385 $385
35 1 Lions Gate Entertainment Cor (LGF) Entertainment Content 20,000 Added More 5,000 $21.85 $109 $437
231 8 Oclaro Inc (OCLR) Semiconductor Devices 20,000 Added More 10,000 $5.40 $54 $108
2940 66 Nxp Semiconductors Nv (NXPI) Semiconductor Devices 16,000 Added More 500 $81.07 $40 $1,297
3079 54 Apple Inc (AAPL) Communications Equipment 8,050 No Change 0 $108.98 $0 $877
2219 42 Flotek Industries Inc (FTK) Oil And Gas Services And Equip 327,000 No Change 0 $7.33 $0 $2,396
2373 6 3d Systems Corp (DDD) Other Hardware 0 Sold All -4,500 $15.47 $-69 $0
2623 14 Restoration Hardware Holding (RH) Home Products Stores 0 Sold All -3,200 $41.90 $-134 $0
2808 10 Calpine Corp (CPN) Power Generation 76,199 Sold Some -9,000 $15.17 $-136 $1,155
281 2 Headwaters Inc (HW) Non Wood Building Materials 0 Sold All -10,000 $19.84 $-198 $0
794 20 Applied Micro Circuits Corp (AMCC) Semiconductor Devices 0 Sold All -40,000 $6.46 $-258 $0
2392 54 Arman Holdings Ltd (ARMH) Semiconductor Devices 0 Sold All -6,000 $43.68 $-262 $0
2717 70 Concho Resources Inc (CXO) Exploration And Production 15,000 Sold Some -5,481 $101.04 $-553 $1,515
1598 8 Empresas Ica Sa (ICA) Food And Drug Stores 0 Sold All -604,336 $0.96 $-580 $0
2753 72 Cimarex Energy Co (XEC) Exploration And Production 0 Sold All -7,500 $97.26 $-729 $0
2029 4 Smith And Wesson Holding Corp (SWHC) Defense Primes 35,000 Sold Some -30,000 $26.62 $-798 $931
2209 19 Logmein Inc (LOGM) Infrastructure Software 10,647 Sold Some -19,353 $50.45 $-976 $537
257 15 Matador Resources Co (MTDR) Exploration And Production 14,611 Sold Some -55,000 $18.95 $-1,042 $277
2543 50 Infinera Corp (INFN) Communications Equipment 0 Sold All -727,359 $16.05 $-11,681 $0
2950 8 General Motors Co (GM) Automobiles 50,234 Sold Some -450,951 $31.43 $-14,173 $1,578
2752 3 Best Buy Co Inc (BBY) Consumer Elec And Applc Stores 0 Sold All -956,616 $32.43 $-31,032 $0
2708 16 Quanta Services Inc (PWR) Infrastructure Construction 0 Sold All -2,822,895 $22.55 $-63,684 $0