140 Summer Partners’s MasTec MTZ Stock Holding History

140 Summer Partners’s Portfolio MTZ Stock Details MTZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$112M	Sell	268,168 -61,052	-19%	-$23.3M	7.97%	3
2026 Q1	$106M	Sell	329,220 -45,029	-12%	-$12.2M	6.47%	3
2025 Q4	$81.4M	Sell	374,249 -8,789	-2%	-$1.84M	6.01%	6
2025 Q3	$81.5M	Buy	+383,038	New	+$70.1M	7.08%	2

Other funds holding MTZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Peconic Partners New York $8.04B AUM 107.18% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

HCC

Hill City Capital Boston, Massachusetts $4.28B AUM 80.76% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

140 Summer Partners's MTZ Position: Q2 2026 in Review

140 Summer Partners reduced its MasTec (MTZ) stake by 19% in Q2 2026, selling an estimated $23.3M and leaving 268,168 shares worth $112M. The position accounts for 7.97% of the portfolio, ranked #3.

140 Summer Partners first reported a position in MTZ in Q3 2025 and has held it in 4 quarters since. 912 funds tracked by Wall St. Rank hold MTZ as of Q2 2026.

140 Summer Partners held 268,168 shares of MasTec worth $112M as of Q2 2026.
140 Summer Partners sold 61,052 MasTec shares in Q2 2026, an estimated $23.3M.
MasTec made up 7.97% of 140 Summer Partners's portfolio in Q2 2026, its #3 holding.
140 Summer Partners first reported a position in MasTec in Q3 2025 and has held it in 4 quarters since.
912 funds tracked by Wall St. Rank held MasTec as of Q2 2026.

Based on 140 Summer Partners's 13F filing for Q2 2026, filed 14 Aug 2026.