Hill City Capital’s MasTec MTZ Stock Holding History

Hill City 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	$693M	Hold	2,155,000	–	–	24.77%	1
2025 Q4	$468M	Hold	2,155,000	–	–	17.68%	2
2025 Q3	$459M	Hold	2,155,000	–	–	19.39%	2
2025 Q2	$367M	Buy	2,155,000 +10,000	+0.5%	+$1.44M	18.16%	1
2025 Q1	$250M	Buy	2,145,000 +15,000	+0.7%	+$2.02M	18.64%	1
2024 Q4	$290M	Hold	2,130,000	–	–	18.57%	1
2024 Q3	$262M	Hold	2,130,000	–	–	17.32%	1
2024 Q2	$228M	Hold	2,130,000	–	–	16.38%	1
2024 Q1	$199M	Buy	2,130,000 +60,000	+3%	+$4.56M	14.64%	2
2023 Q4	$157M	Buy	2,070,000 +1,135,000	+121%	+$71M	13.84%	2
2023 Q3	$67.3M	Buy	935,000 +405,000	+76%	+$40.4M	9.03%	3
2023 Q2	$62.5M	Buy	530,000 +50,000	+10%	+$4.9M	9.56%	5
2023 Q1	$45.3M	Buy	480,000 +130,000	+37%	+$12.4M	8.9%	4
2022 Q4	$29.9M	Buy	+350,000	New	+$28.7M	5.2%	6

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Hill City Capital's MTZ Position: Q1 2026 in Review

Hill City Capital held its MasTec (MTZ) position steady in Q1 2026 at 2,155,000 shares worth $693M. The position accounts for 24.77% of the portfolio, ranked #1.

Hill City Capital first reported a position in MTZ in Q4 2022 and has held it in 14 quarters since. 805 funds tracked by Wall St. Rank hold MTZ as of Q1 2026.

Hill City Capital held 2,155,000 shares of MasTec worth $693M as of Q1 2026.
Hill City Capital left its MasTec share count unchanged in Q1 2026.
MasTec made up 24.77% of Hill City Capital's portfolio in Q1 2026, its #1 holding.
Hill City Capital first reported a position in MasTec in Q4 2022 and has held it in 14 quarters since.
805 funds tracked by Wall St. Rank held MasTec as of Q1 2026.

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