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 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 $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

HCC

Hill City Capital Boston, Massachusetts $2.8B AUM 79.27% 1-Year Est. Return

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

Merewether Investment Management's MTZ Position: Q1 2026 in Review

Merewether Investment Management reduced its MasTec (MTZ) stake by 61% in Q1 2026, selling an estimated $93.7M and leaving 223,061 shares worth $71.8M. The position accounts for 1.39% of the portfolio, ranked #25.

Merewether Investment Management first reported a position in MTZ in Q4 2022 and has held it in 11 quarters since. The position peaked at $185M in Q3 2025. 806 funds tracked by Wall St. Rank hold MTZ as of Q1 2026.

Merewether Investment Management held 223,061 shares of MasTec worth $71.8M as of Q1 2026.
Merewether Investment Management sold 346,079 MasTec shares in Q1 2026, an estimated $93.7M.
MasTec made up 1.39% of Merewether Investment Management's portfolio in Q1 2026, its #25 holding.
Merewether Investment Management first reported a position in MasTec in Q4 2022 and has held it in 11 quarters since.
Merewether Investment Management's MasTec position peaked at $185M in Q3 2025.
806 funds tracked by Wall St. Rank held MasTec as of Q1 2026.

Based on Merewether Investment Management's 13F filing for Q1 2026, filed 15 May 2026.