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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 York, NY, based Investment company Peconic Partners Llc (Current Portfolio) buys The Walt Disney Co, Netflix Inc, The Home Depot Inc, Facebook Inc, Chart Industries Inc, sells Wheaton Precious Metals Corp, Aurora Cannabis Inc, Encana Corp, Tableau Software Inc, Vanguard Long-Term Government Bond ETF during the 3-months ended 2019Q2, according to the most recent filings of the investment company, Peconic Partners Llc. As of 2019Q2, Peconic Partners Llc owns 58 stocks with a total value of $508 million. These are the details of the buys and sells.

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

These are the top 5 holdings of PECONIC PARTNERS LLC
  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.
New Purchase: The Walt Disney Co (DIS)

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 .

New Purchase: Netflix Inc (NFLX)

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 .

New Purchase: The Home Depot Inc (HD)

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 .

New Purchase: Facebook Inc (FB)

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 .

New Purchase: Chart Industries Inc (GTLS)

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 .

New Purchase: Mohawk Industries Inc (MHK)

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 .

Added: Viper Energy Partners LP (VNOM)

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 .

Added: SPDR S&P Oil & Gas Exploration & Production ETF (XOP)

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 .

Added: Neptune Wellness Solutions Inc (NEPT)

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 .

Added: NVIDIA Corp (NVDA)

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 .

Sold Out: Wheaton Precious Metals Corp (WPM)

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.

Sold Out: Aurora Cannabis Inc (ACB)

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.

Sold Out: Encana Corp (ECA)

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.

Sold Out: Tableau Software Inc (DATA)

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.

Sold Out: Vanguard Long-Term Government Bond ETF (VGLT)

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.

Sold Out: iShares MSCI Emerging Markets ETF (EEM)

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.



Here is the complete portfolio of PECONIC PARTNERS LLC. Also check out:

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2. PECONIC PARTNERS LLC's Top Growth Companies, and
3. PECONIC PARTNERS LLC's High Yield stocks
4. Stocks that PECONIC PARTNERS LLC keeps buying

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