Cartenna Capital’s MasTec MTZ Stock Holding History

Cartenna Capital’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 Q1	–	Sell	-300,000	Closed	-$65.2M	–	60
2025 Q4	$65.2M	Buy	+300,000	New	+$63M	2.17%	20
2025 Q3	–	Sell	-300,000	Closed	-$51.1M	–	58
2025 Q2	$51.1M	Buy	+300,000	New	+$43.2M	1.81%	22
2025 Q1	–	Sell	-172,190	Closed	-$23.4M	–	50
2024 Q4	$23.4M	Buy	+172,190	New	+$23.1M	1.13%	29
2023 Q3	–	Sell	-52,500	Closed	-$6.19M	–	42
2023 Q2	$6.19M	Buy	+52,500	New	+$5.14M	0.5%	36
2022 Q1	–	Sell	-82,500	Closed	-$7.61M	–	48
2021 Q4	$7.61M	Buy	+82,500	New	+$7.54M	2.87%	18

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

HCC

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

LPC

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cartenna Capital's MTZ Position: Q1 2026 in Review

Cartenna Capital sold out of MasTec (MTZ) in Q1 2026, closing a stake of 300,000 shares — an estimated $65.2M sold.

Cartenna Capital first reported a position in MTZ in Q4 2021 and held it in 5 quarters. The position peaked at $65.2M in Q4 2025. 811 funds tracked by Wall St. Rank hold MTZ as of Q1 2026.

Cartenna Capital reported no remaining MasTec position as of Q1 2026 after selling out during the quarter.
Cartenna Capital sold 300,000 MasTec shares in Q1 2026, an estimated $65.2M.
Cartenna Capital first reported a position in MasTec in Q4 2021 and held it in 5 quarters.
Cartenna Capital's MasTec position peaked at $65.2M in Q4 2025.
811 funds tracked by Wall St. Rank held MasTec as of Q1 2026.

Based on Cartenna Capital's 13F filing for Q1 2026, filed 15 May 2026.