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 Q2	$43.7M	Sell	105,000 -40,000	-28%	-$15.3M	13.19%	1
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 $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

Goodlander Investment Management's MTZ Position: Q2 2026 in Review

Goodlander Investment Management reduced its MasTec (MTZ) stake by 28% in Q2 2026, selling an estimated $15.3M and leaving 105,000 shares worth $43.7M. The position accounts for 13.19% of the portfolio, ranked #1.

Goodlander Investment Management first reported a position in MTZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $46.7M in Q1 2026. 912 funds tracked by Wall St. Rank hold MTZ as of Q2 2026.

Goodlander Investment Management held 105,000 shares of MasTec worth $43.7M as of Q2 2026.
Goodlander Investment Management sold 40,000 MasTec shares in Q2 2026, an estimated $15.3M.
MasTec made up 13.19% of Goodlander Investment Management's portfolio in Q2 2026, its #1 holding.
Goodlander Investment Management first reported a position in MasTec in Q4 2024 and has held it in 7 quarters since.
Goodlander Investment Management's MasTec position peaked at $46.7M in Q1 2026.
912 funds tracked by Wall St. Rank held MasTec as of Q2 2026.

Based on Goodlander Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.