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PECONIC PARTNERS LLC files portfolio update

PECONIC PARTNERS LLC just filed a portfolio update (also known as a 13-F), dated November 16, 2015. The portfolio holdings are as of September 30, 2015.

PECONIC PARTNERS LLC reported adding to its positions of:

  • Quanta Services
  • Mobileye
  • MasTec
  • LogMein
  • Infinera Corporation
  • Concho Resources Inc.
  • Cemex S.A.B. de C.V.
  • Calpine Corporation
  • Best Buy Co.

Positions in the following companies appear to have been reduced:

  • NXP Semiconductors...