Qsemble Capital Management’s MasTec MTZ Stock Holding History

Qsemble 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 Q1	$318K	Buy	+987	New	+$267K	0.02%	404
2025 Q4	–	Sell	-1,653	Closed	-$352K	–	574
2025 Q3	$352K	Sell	1,653 -84	-5%	-$15.4K	0.03%	372
2025 Q2	$296K	Sell	1,737 -3,822	-69%	-$550K	0.03%	373
2025 Q1	$649K	Buy	+5,559	New	+$750K	0.07%	273
2023 Q4	–	Sell	-23,328	Closed	-$1.68M	–	439
2023 Q3	$1.68M	Buy	+23,328	New	+$2.33M	0.31%	111
2023 Q2	–	Sell	-2,700	Closed	-$255K	–	295
2023 Q1	$255K	Sell	2,700 -3,600	-57%	-$342K	0.17%	192
2022 Q4	$538K	Buy	+6,300	New	+$517K	0.37%	97

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

Qsemble Capital Management's MTZ Position: Q1 2026 in Review

Qsemble Capital Management opened a new position in MasTec (MTZ) in Q1 2026: 987 shares worth $318K. The stake represents 0.02% of the portfolio and ranks #404 among its holdings. This is a return to the name: Qsemble Capital Management previously reported a position in MTZ as recently as Q3 2025.

Qsemble Capital Management first reported a position in MTZ in Q4 2022 and has held it in 7 quarters since. The position peaked at $1.68M in Q3 2023. 805 funds tracked by Wall St. Rank hold MTZ as of Q1 2026.

Qsemble Capital Management held 987 shares of MasTec worth $318K as of Q1 2026.
MasTec was a new Qsemble Capital Management position in Q1 2026.
MasTec made up 0.02% of Qsemble Capital Management's portfolio in Q1 2026, its #404 holding.
Qsemble Capital Management first reported a position in MasTec in Q4 2022 and has held it in 7 quarters since.
Qsemble Capital Management's MasTec position peaked at $1.68M in Q3 2023.
805 funds tracked by Wall St. Rank held MasTec as of Q1 2026.

Based on Qsemble Capital Management's 13F filing for Q1 2026, filed 7 May 2026.