Dark
Light
System
Institutional Investment Manager
PECONIC PARTNERS LLC
PECONIC PARTNERS LLC (CIK: 0001050464) incorporated in New York, located at 599 Lexington Avenue, New York, NY. Institutional holdings reported to the SEC.

Institutional Holdings (2016Q2)
Original 13F HR (0001164691-16-000294) filed in 2016.08.15
#
Name
Shares
Value ($)
%
Options
Notes
1 ISHARES TR 1,728,530 198,746 24.67%
2 DYCOM INDS INC COM 1,973,267 177,120 21.99%
3 MASTEC INC 4,870,306 108,705 13.50%
4 ALLERGAN PLC 142,860 33,014 4.10%
5 ENTERPRISE PRODS PARTNERS L 1,127,855 33,001 4.10%
6 TUTOR PERINI CORP 1,296,497 30,533 3.79%
7 SBA COMMUN 278,385 30,049 3.73%
8 ALPS ETF TR 2,265,710 28,820 3.58%
9 ENERGY TRANSFER PRTNRS L P 658,836 25,082 3.11%
10 WESCO INTL INC 423,363 21,799 2.71%
11 BUNGE LIMITED 232,179 13,733 1.70%
12 CALPINE CORP 866,039 12,774 1.59%
13 EQT CORP 150,000 11,615 1.44%
14 SPECTRA ENERGY CORP 299,600 10,974 1.36%
15 ARCHER DANIELS M 216,287 9,277 1.15%
16 YELP INC 288,544 8,760 1.09%
17 COTERRA ENERGY INC 300,000 7,722 0.96%
18 FREEPORT-MCMORAN INC 450,000 5,013 0.62%
19 FLOTEK INDS INC DEL COM NEW 327,000 4,316 0.54%
20 SCOTTS MIRACLE GRO CO 49,841 3,484 0.43%
21 Pattern Energy Group Inc 150,000 3,446 0.43%
22 CROWN CASTLE 32,500 3,296 0.41%
23 CONCHO RESOURCES 25,000 2,982 0.37%
24 PIONEER NAT RES CO 18,000 2,722 0.34%
25 POTASH CORP SASK INC 150,000 2,436 0.30%
26 AMERICAN TOWER CORP NEW 20,000 2,272 0.28%
27 ENERGY TRANSFER L P 125,313 1,801 0.22%
28 Gen Motors Co 62,234 1,761 0.22%
29 SYNERGY RES CORP 211,188 1,407 0.17%
30 NXP SEMICONDUCTORS N V 16,000 1,253 0.16%
31 NEWFIELD EXPLOR 27,000 1,193 0.15%
32 WPX ENERGY INC 126,000 1,173 0.15%
33 MOBILEYE N V AMSTELVEEN 25,000 1,154 0.14%
34 HI-CRUSH PARTNERS LP 67,380 881 0.11%
35 APPLE INC 8,050 770 0.10%
36 DIAMONDBACK ENERGY 5,000 456 0.06%
37 EMCORE CORP COM NEW 71,376 424 0.05%
38 SMITH & WESSON HLDG CORP 15,000 408 0.05%
39 LIONS GATE ENTERTAINMENT ORD 20,000 405 0.05%
40 LogMeIn Inc 5,647 358 0.04%
41 OCLARO INC 40,000 195 0.02%
42 SQUARE INC 10,000 91 0.01%
43 ORGANOVO HLDGS INC 24,000 89 0.01%