Peconic Partners Llc Buys The Walt Disney Co, Netflix Inc, The Home Depot Inc, Sells Wheaton Precious Metals Corp, Aurora Cannabis Inc, Encana Corp

• New Purchases: DIS, NFLX, HD, FB, GTLS, MHK, GOOGL, MSFT, SNAP, NTR, CF, PEN, M, PRIM, HEXO, CTST, MRNA, IDXX, WPRT,
• Added Positions: TRGP, PWR, WPX, VNOM, XOP, NEPT, NVDA,
• Reduced Positions: FTK, SHOP,
• Sold Out: WPM, ACB, ECA, DATA, VGLT, EEM, ON, WDAY, TWLO, OXY, PAAS, CLR, CXO, APHA, CRZO, 74H,

For the details of PECONIC PARTNERS LLC's stock buys and sells, go to https://www.gurufocus.com/guru/peconic+partners+llc/current-portfolio/portfolio

1. MasTec Inc (MTZ) - 4,414,870 shares, 44.78% of the total portfolio. Shares added by 0.09%
2. Quanta Services Inc (PWR) - 3,928,173 shares, 29.53% of the total portfolio. Shares added by 2.08%
3. Targa Resources Corp (TRGP) - 679,900 shares, 5.25% of the total portfolio. Shares added by 19.30%
4. WPX Energy Inc (WPX) - 2,100,000 shares, 4.76% of the total portfolio. Shares added by 5.00%
5. SBA Communications Corp (SBAC) - 84,559 shares, 3.74% of the total portfolio.

Peconic Partners Llc initiated holding in The Walt Disney Co. The purchase prices were between $111.96 and $142.02, with an estimated average price of $132.62. The stock is now traded at around $135.88. The impact to a portfolio due to this purchase was 1.1%. The holding were 40,000 shares as of .

Peconic Partners Llc initiated holding in Netflix Inc. The purchase prices were between $336.63 and $385.03, with an estimated average price of $360.67. The stock is now traded at around $299.96. The impact to a portfolio due to this purchase was 1.08%. The holding were 15,000 shares as of .

Peconic Partners Llc initiated holding in The Home Depot Inc. The purchase prices were between $188.91 and $211.25, with an estimated average price of $199.47. The stock is now traded at around $219.99. The impact to a portfolio due to this purchase was 1.02%. The holding were 25,000 shares as of .

Peconic Partners Llc initiated holding in Facebook Inc. The purchase prices were between $164.15 and $195.47, with an estimated average price of $182.62. The stock is now traded at around $185.20. The impact to a portfolio due to this purchase was 0.76%. The holding were 20,000 shares as of .

Peconic Partners Llc initiated holding in Chart Industries Inc. The purchase prices were between $70.17 and $93.16, with an estimated average price of $82.11. The stock is now traded at around $63.59. The impact to a portfolio due to this purchase was 0.69%. The holding were 45,504 shares as of .

Peconic Partners Llc initiated holding in Mohawk Industries Inc. The purchase prices were between $126.82 and $152.29, with an estimated average price of $138.45. The stock is now traded at around $117.16. The impact to a portfolio due to this purchase was 0.58%. The holding were 20,000 shares as of .

Peconic Partners Llc added to a holding in Viper Energy Partners LP by 28.57%. The purchase prices were between $26.87 and $34.82, with an estimated average price of $30.95. The stock is now traded at around $28.96. The impact to a portfolio due to this purchase was 0.06%. The holding were 45,000 shares as of .

Peconic Partners Llc added to a holding in SPDR S&P Oil & Gas Exploration & Production ETF by 58.82%. The purchase prices were between $24.86 and $32.98, with an estimated average price of $28.88. The stock is now traded at around $22.19. The impact to a portfolio due to this purchase was 0.05%. The holding were 27,000 shares as of .

Peconic Partners Llc added to a holding in Neptune Wellness Solutions Inc by 49.75%. The purchase prices were between $3.17 and $5.07, with an estimated average price of $4.07. The stock is now traded at around $4.31. The impact to a portfolio due to this purchase was 0.04%. The holding were 150,500 shares as of .

Peconic Partners Llc added to a holding in NVIDIA Corp by 166.67%. The purchase prices were between $133.78 and $192.1, with an estimated average price of $165.75. The stock is now traded at around $172.72. The impact to a portfolio due to this purchase was 0.02%. The holding were 800 shares as of .

Peconic Partners Llc sold out a holding in Wheaton Precious Metals Corp. The sale prices were between $19.8 and $24.99, with an estimated average price of $22.15.

Peconic Partners Llc sold out a holding in Aurora Cannabis Inc. The sale prices were between $7.16 and $9.23, with an estimated average price of $8.38.

Peconic Partners Llc sold out a holding in Encana Corp. The sale prices were between $4.66 and $7.62, with an estimated average price of $6.25.

Peconic Partners Llc sold out a holding in Tableau Software Inc. The sale prices were between $108.26 and $171.89, with an estimated average price of $130.93.

Peconic Partners Llc sold out a holding in Vanguard Long-Term Government Bond ETF. The sale prices were between $75.21 and $81.67, with an estimated average price of $78.05.

Peconic Partners Llc sold out a holding in iShares MSCI Emerging Markets ETF. The sale prices were between $39.61 and $44.25, with an estimated average price of $42.18.