Merewether Investment Management’s MasTec MTZ Stock Holding History

Merewether 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	$79.1M	Sell	190,236 -32,825	-15%	-$12.5M	1.49%	24
2026 Q1	$71.8M	Sell	223,061 -346,079	-61%	-$93.7M	1.39%	25
2025 Q4	$124M	Sell	569,140 -298,100	-34%	-$62.6M	2.85%	11
2025 Q3	$185M	Buy	867,240 +324,500	+60%	+$59.4M	4.42%	2
2025 Q2	$92.5M	Sell	542,740 -218,276	-29%	-$31.4M	2.66%	10
2025 Q1	$88.8M	Buy	761,016 +418,633	+122%	+$56.5M	3.23%	8
2024 Q4	$46.6M	Buy	+342,383	New	+$45.9M	1.86%	22
2024 Q1	–	Sell	-22,300	Closed	-$1.69M	–	53
2023 Q4	$1.69M	Sell	22,300 -353	-2%	-$22.1K	0.1%	43
2023 Q3	$1.63M	Sell	22,653 -246,500	-92%	-$24.6M	0.1%	39
2023 Q2	$31.8M	Sell	269,153 -54,947	-17%	-$5.38M	2.31%	19
2023 Q1	$30.6M	Buy	324,100 +156,800	+94%	+$14.9M	2.71%	15
2022 Q4	$14.3M	Buy	+167,300	New	+$13.7M	1.39%	23

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

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

Merewether Investment Management reduced its MasTec (MTZ) stake by 15% in Q2 2026, selling an estimated $12.5M and leaving 190,236 shares worth $79.1M. The position accounts for 1.49% of the portfolio, ranked #24.

Merewether Investment Management first reported a position in MTZ in Q4 2022 and has held it in 12 quarters since. The position peaked at $185M in Q3 2025. 912 funds tracked by Wall St. Rank hold MTZ as of Q2 2026.

Merewether Investment Management held 190,236 shares of MasTec worth $79.1M as of Q2 2026.
Merewether Investment Management sold 32,825 MasTec shares in Q2 2026, an estimated $12.5M.
MasTec made up 1.49% of Merewether Investment Management's portfolio in Q2 2026, its #24 holding.
Merewether Investment Management first reported a position in MasTec in Q4 2022 and has held it in 12 quarters since.
Merewether Investment Management's MasTec position peaked at $185M in Q3 2025.
912 funds tracked by Wall St. Rank held MasTec as of Q2 2026.

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