Makena Capital Management’s MasTec MTZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$25.9M Sell
151,806
-23,812
-14% -$4.06M 2.59% 14
2025
Q1
$20.5M Buy
175,618
+96,911
+123% +$11.3M 2.12% 14
2024
Q4
$10.7M Sell
78,707
-8,439
-10% -$1.15M 1.74% 17
2024
Q3
$10.7M Buy
87,146
+25,532
+41% +$3.14M 2.58% 16
2024
Q2
$6.59M Buy
+61,614
New +$6.59M 1.53% 37