Forest Avenue Capital Management’s MasTec MTZ Stock Holding History

Forest Avenue Capital Management’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	$103M	Sell	248,627 -21,224	-8%	-$8.11M	4.34%	10
2026 Q1	$86.8M	Sell	269,851 -224,160	-45%	-$60.7M	5.15%	8
2025 Q4	$107M	Buy	494,011 +72,137	+17%	+$15.1M	7.07%	4
2025 Q3	$89.8M	Buy	+421,874	New	+$77.3M	6.62%	4
2023 Q3	–	Sell	-94,600	Closed	-$11.2M	–	31
2023 Q2	$11.2M	Buy	94,600 +1,400	+2%	+$137K	5.11%	4
2023 Q1	$8.8M	Buy	+93,200	New	+$8.86M	6.35%	6

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 $3.37T AUM 44.26% 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

Forest Avenue Capital Management's MTZ Position: Q2 2026 in Review

Forest Avenue Capital Management reduced its MasTec (MTZ) stake by 7.9% in Q2 2026, selling an estimated $8.11M and leaving 248,627 shares worth $103M. The position accounts for 4.34% of the portfolio, ranked #10.

Forest Avenue Capital Management first reported a position in MTZ in Q1 2023 and has held it in 6 quarters since. The position peaked at $107M in Q4 2025. 912 funds tracked by Wall St. Rank hold MTZ as of Q2 2026.

Forest Avenue Capital Management held 248,627 shares of MasTec worth $103M as of Q2 2026.
Forest Avenue Capital Management sold 21,224 MasTec shares in Q2 2026, an estimated $8.11M.
MasTec made up 4.34% of Forest Avenue Capital Management's portfolio in Q2 2026, its #10 holding.
Forest Avenue Capital Management first reported a position in MasTec in Q1 2023 and has held it in 6 quarters since.
Forest Avenue Capital Management's MasTec position peaked at $107M in Q4 2025.
912 funds tracked by Wall St. Rank held MasTec as of Q2 2026.

Based on Forest Avenue Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.