Peconic Partners’s MasTec MTZ Stock Holding History

Peconic Partners’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
2019 Q1	–	Sell	-500	Closed	-$20K	–	57
2018 Q4	$20K	Buy	+500	New	+$21.5K	﹤0.01%	40

Other funds holding MTZ

BlackRock New York $5.72T AUM 30.48% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Peconic Partners's MTZ Position: Q1 2026 in Review

Peconic Partners increased its MasTec (MTZ) stake by 124% in Q1 2026, buying an estimated $536M and bringing the position to 3,578,431 shares worth $1.15B. The position accounts for 19.92% of the portfolio, ranked #3.

Peconic Partners first reported a position in MTZ in Q2 2013 and has held it in 39 quarters since. 805 funds tracked by Wall St. Rank hold MTZ as of Q1 2026.

Peconic Partners held 3,578,431 shares of MasTec worth $1.15B as of Q1 2026.
Peconic Partners bought 1,978,431 MasTec shares in Q1 2026, an estimated $536M.
MasTec made up 19.92% of Peconic Partners's portfolio in Q1 2026, its #3 holding.
Peconic Partners first reported a position in MasTec in Q2 2013 and has held it in 39 quarters since.
805 funds tracked by Wall St. Rank held MasTec as of Q1 2026.

Based on Peconic Partners's 13F filing for Q1 2026, filed 15 May 2026.