First Dallas Securities’s MasTec MTZ Stock Holding History

First Dallas Securities’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	$2.41M	Sell	7,500 -850	-10%	-$230K	0.89%	29
2025 Q4	$1.82M	Buy	8,350 +200	+2%	+$42K	0.68%	40
2025 Q3	$1.73M	Sell	8,150 -200	-2%	-$36.6K	0.65%	39
2025 Q2	$1.42M	Sell	8,350 -500	-6%	-$72K	0.56%	41
2025 Q1	$1.03M	Buy	8,850 +1,250	+16%	+$169K	0.43%	53
2024 Q4	$1.03M	Buy	7,600 +3,850	+103%	+$516K	0.42%	54
2024 Q3	$462K	Buy	+3,750	New	+$409K	0.19%	88

Other funds holding MTZ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

HCC

Hill City Capital Boston, Massachusetts $2.8B AUM 79.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Dallas Securities's MTZ Position: Q1 2026 in Review

First Dallas Securities reduced its MasTec (MTZ) stake by 10% in Q1 2026, selling an estimated $230K and leaving 7,500 shares worth $2.41M. The position accounts for 0.89% of the portfolio, ranked #29.

First Dallas Securities first reported a position in MTZ in Q3 2024 and has held it in 7 quarters since. 806 funds tracked by Wall St. Rank hold MTZ as of Q1 2026.

First Dallas Securities held 7,500 shares of MasTec worth $2.41M as of Q1 2026.
First Dallas Securities sold 850 MasTec shares in Q1 2026, an estimated $230K.
MasTec made up 0.89% of First Dallas Securities's portfolio in Q1 2026, its #29 holding.
First Dallas Securities first reported a position in MasTec in Q3 2024 and has held it in 7 quarters since.
806 funds tracked by Wall St. Rank held MasTec as of Q1 2026.

Based on First Dallas Securities's 13F filing for Q1 2026, filed 27 Apr 2026.