Intrinsic Edge Capital Management’s MasTec MTZ Stock Holding History

Intrinsic Edge 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	$8.32M	Hold	20,000	–	–	0.86%	53
2026 Q1	$6.43M	Hold	20,000	–	–	1.07%	31
2025 Q4	$4.35M	Buy	+20,000	New	+$4.2M	0.77%	56
2025 Q3	–	Sell	-20,000	Closed	-$3.41M	–	113
2025 Q2	$3.41M	Buy	+20,000	New	+$2.88M	0.48%	74
2025 Q1	–	Sell	-50,000	Closed	-$6.81M	–	101
2024 Q4	$6.81M	Buy	+50,000	New	+$6.7M	0.83%	46

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

Intrinsic Edge Capital Management's MTZ Position: Q2 2026 in Review

Intrinsic Edge Capital Management reduced its MasTec (MTZ) stake by 0.45% in Q2 2026, selling an estimated $38.2K and leaving 22,157 shares worth $9.22M. The position accounts for 0.95% of the portfolio, ranked #47.

Intrinsic Edge Capital Management first reported a position in MTZ in Q4 2016 and has held it in 22 quarters since. The position peaked at $32.2M in Q4 2018. 912 funds tracked by Wall St. Rank hold MTZ as of Q2 2026.

Intrinsic Edge Capital Management held 22,157 shares of MasTec worth $9.22M as of Q2 2026.
Intrinsic Edge Capital Management sold 100 MasTec shares in Q2 2026, an estimated $38.2K.
MasTec made up 0.95% of Intrinsic Edge Capital Management's portfolio in Q2 2026, its #47 holding.
Intrinsic Edge Capital Management first reported a position in MasTec in Q4 2016 and has held it in 22 quarters since.
Intrinsic Edge Capital Management's MasTec position peaked at $32.2M in Q4 2018.
912 funds tracked by Wall St. Rank held MasTec as of Q2 2026.

Based on Intrinsic Edge Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.