Hodges Capital Management’s MasTec MTZ Stock Holding History

Hodges 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	$7.1M	Sell	17,071 -6,378	-27%	-$2.44M	0.47%	70
2026 Q1	$7.54M	Sell	23,449 -2,627	-10%	-$711K	0.62%	59
2025 Q4	$5.67M	Sell	26,076 -2,673	-9%	-$561K	0.49%	66
2025 Q3	$6.12M	Buy	28,749 +1,721	+6%	+$315K	0.52%	63
2025 Q2	$4.61M	Sell	27,028 -725	-3%	-$104K	0.44%	72
2025 Q1	$3.24M	Buy	27,753 +2,594	+10%	+$350K	0.32%	86
2024 Q4	$3.42M	Buy	25,159 +13,909	+124%	+$1.86M	0.21%	119
2024 Q3	$1.38M	Buy	+11,250	New	+$1.23M	0.09%	155

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

Hodges Capital Management's MTZ Position: Q2 2026 in Review

Hodges Capital Management reduced its MasTec (MTZ) stake by 27% in Q2 2026, selling an estimated $2.44M and leaving 17,071 shares worth $7.1M. The position accounts for 0.47% of the portfolio, ranked #70.

Hodges Capital Management first reported a position in MTZ in Q3 2024 and has held it in 8 quarters since. The position peaked at $7.54M in Q1 2026. 910 funds tracked by Wall St. Rank hold MTZ as of Q2 2026.

Hodges Capital Management held 17,071 shares of MasTec worth $7.1M as of Q2 2026.
Hodges Capital Management sold 6,378 MasTec shares in Q2 2026, an estimated $2.44M.
MasTec made up 0.47% of Hodges Capital Management's portfolio in Q2 2026, its #70 holding.
Hodges Capital Management first reported a position in MasTec in Q3 2024 and has held it in 8 quarters since.
Hodges Capital Management's MasTec position peaked at $7.54M in Q1 2026.
910 funds tracked by Wall St. Rank held MasTec as of Q2 2026.

Based on Hodges Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.