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Muhlenkamp & Co’s MasTec MTZ Stock Holding History

Muhlenkamp & Co’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 		– Sell
-42,832
Closed -$13.8M – 30
2026
Q1 		$13.8M Sell
42,832
-62,928
-60% -$17M 3.63% 14
2025
Q4 		$23M Sell
105,760
-26
-0% -$5.46K 6.18% 4
2025
Q3 		$22.5M Sell
105,786
-298
-0.3% -$54.6K 6.12% 4
2025
Q2 		$18.1M Buy
106,084
+625
+0.6% +$90K 5.64% 6
2025
Q1 		$12.3M Sell
105,459
-45
-0% -$6.07K 4.03% 13
2024
Q4 		$14.4M Buy
105,504
+233
+0.2% +$31.2K 4.36% 8
2024
Q3 		$13M Buy
105,271
+24
+0% +$2.62K 3.97% 13
2024
Q2 		$11.3M Sell
105,247
-27,743
-21% -$2.8M 3.51% 16
2024
Q1 		$12.4M Buy
132,990
+1,981
+2% +$151K 3.6% 14
2023
Q4 		$9.92M Buy
131,009
+1,332
+1% +$83.3K 3.24% 18
2023
Q3 		$9.33M Buy
129,677
+1,858
+1% +$185K 3.22% 15
2023
Q2 		$15.1M Buy
+127,819
New +$12.5M 5.34% 4
2022
Q4 		$10.9M Sell
128,217
-124
-0.1% -$10.2K 4.64% 10
2022
Q3 		$8.15M Buy
128,341
+446
+0.3% +$34.5K 3.64% 15
2022
Q2 		$9.16M Sell
127,895
-1,164
-0.9% -$90.7K 4.29% 14
2022
Q1 		$11.2M Buy
129,059
+520
+0.4% +$45.4K 3.91% 10
2021
Q4 		$11.9M Sell
128,539
-95
-0.1% -$8.68K 4.13% 10
2021
Q3 		$11.1M Sell
128,634
-541
-0.4% -$51.3K 4.26% 10
2021
Q2 		$13.7M Buy
129,175
+541
+0.4% +$58.7K 5.03% 4
2021
Q1 		$11.7M Sell
128,634
-38,136
-23% -$3.26M 4.32% 8
2020
Q4 		$11.4M Buy
166,770
+294
+0.2% +$16.5K 4.58% 5
2020
Q3 		$7.03M Buy
166,476
+74,125
+80% +$3.19M 3.64% 16
2020
Q2 		$4.14M Buy
+92,351
New +$3.5M 2.22% 22

Other funds holding MTZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PP
Peconic Partners New York $8.04B AUM 107.18% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
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
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Muhlenkamp & Co's MTZ Position: Q2 2026 in Review

Muhlenkamp & Co sold out of MasTec (MTZ) in Q2 2026, closing a stake of 42,832 shares — an estimated $13.8M sold.

Muhlenkamp & Co first reported a position in MTZ in Q2 2020 and held it in 23 quarters. The position peaked at $23M in Q4 2025. 911 funds tracked by Wall St. Rank hold MTZ as of Q2 2026.

  • Muhlenkamp & Co reported no remaining MasTec position as of Q2 2026 after selling out during the quarter.
  • Muhlenkamp & Co sold 42,832 MasTec shares in Q2 2026, an estimated $13.8M.
  • Muhlenkamp & Co first reported a position in MasTec in Q2 2020 and held it in 23 quarters.
  • Muhlenkamp & Co's MasTec position peaked at $23M in Q4 2025.
  • 911 funds tracked by Wall St. Rank held MasTec as of Q2 2026.

Based on Muhlenkamp & Co's 13F filing for Q2 2026, filed 18 Aug 2026.