Polymer Capital Management’s MasTec MTZ Stock Holding History

Polymer Capital 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	–	Sell	-9,000	Closed	-$2.9M	–	870
2026 Q1	$2.9M	Buy	+9,000	New	+$2.44M	0.29%	74
2025 Q4	–	Sell	-11,000	Closed	-$2.34M	–	927
2025 Q3	$2.34M	Buy	+11,000	New	+$2.01M	0.25%	91

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

Polymer Capital Management's MTZ Position: Q2 2026 in Review

Polymer Capital Management increased its MasTec (MTZ) stake by 1,752% in Q2 2026, buying an estimated $1.51M and bringing the position to 4,168 shares worth $1.73M. The position accounts for 0.23% of the portfolio, ranked #95.

Polymer Capital Management first reported a position in MTZ in Q2 2025 and has held it in 5 quarters since. 911 funds tracked by Wall St. Rank hold MTZ as of Q2 2026.

Polymer Capital Management held 4,168 shares of MasTec worth $1.73M as of Q2 2026.
Polymer Capital Management bought 3,943 MasTec shares in Q2 2026, an estimated $1.51M.
MasTec made up 0.23% of Polymer Capital Management's portfolio in Q2 2026, its #95 holding.
Polymer Capital Management first reported a position in MasTec in Q2 2025 and has held it in 5 quarters since.
911 funds tracked by Wall St. Rank held MasTec as of Q2 2026.

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