Goodlander Investment Management’s MasTec MTZ Stock Holding History

Goodlander Investment 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 Q1	$46.7M	Sell	145,000 -25,000	-15%	-$6.77M	16.14%	1
2025 Q4	$37M	Sell	170,000 -11,000	-6%	-$2.31M	14.11%	2
2025 Q3	$38.5M	Sell	181,000 -19,000	-10%	-$3.48M	14.69%	1
2025 Q2	$34.1M	Buy	200,000 +4,865	+2%	+$701K	13.99%	2
2025 Q1	$22.8M	Buy	195,135 +25,135	+15%	+$3.39M	19.43%	1
2024 Q4	$23.1M	Buy	+170,000	New	+$22.8M	17.03%	1

Other funds holding MTZ

BlackRock New York $6.73T AUM 46.02% 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 $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 $12.5B AUM 54.4% 1-Year Est. Return

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

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

Goodlander Investment Management's MTZ Position: Q1 2026 in Review

Goodlander Investment Management reduced its MasTec (MTZ) stake by 15% in Q1 2026, selling an estimated $6.77M and leaving 145,000 shares worth $46.7M. The position accounts for 16.14% of the portfolio, ranked #1.

Goodlander Investment Management first reported a position in MTZ in Q4 2024 and has held it in 6 quarters since. 808 funds tracked by Wall St. Rank hold MTZ as of Q1 2026.

Goodlander Investment Management held 145,000 shares of MasTec worth $46.7M as of Q1 2026.
Goodlander Investment Management sold 25,000 MasTec shares in Q1 2026, an estimated $6.77M.
MasTec made up 16.14% of Goodlander Investment Management's portfolio in Q1 2026, its #1 holding.
Goodlander Investment Management first reported a position in MasTec in Q4 2024 and has held it in 6 quarters since.
808 funds tracked by Wall St. Rank held MasTec as of Q1 2026.

Based on Goodlander Investment Management's 13F filing for Q1 2026, filed 18 May 2026.