SIR Capital Management’s MasTec MTZ Stock Holding History

SIR 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	$21M	Buy	50,469 +13,970	+38%	+$5.34M	2.41%	8
2026 Q1	$11.7M	Sell	36,499 -95,400	-72%	-$25.8M	1.1%	30
2025 Q4	$28.7M	Sell	131,899 -2,889	-2%	-$606K	3.17%	9
2025 Q3	$28.7M	Buy	134,788 +64,400	+91%	+$11.8M	2.57%	12
2025 Q2	$12M	Buy	70,388 +27,100	+63%	+$3.9M	1.07%	27
2025 Q1	$5.05M	Sell	43,288 -34,435	-44%	-$4.65M	0.44%	51
2024 Q4	$10.6M	Buy	77,723 +17,500	+29%	+$2.35M	1.09%	38
2024 Q3	$7.41M	Sell	60,223 -44,066	-42%	-$4.81M	0.72%	43
2024 Q2	$11.2M	Sell	104,289 -2,799	-3%	-$283K	1.11%	38
2024 Q1	$9.99M	Buy	+107,088	New	+$8.14M	1.01%	38
2022 Q3	–	Sell	-50,200	Closed	-$3.6M	–	83
2022 Q2	$3.6M	Buy	50,200 +44,720	+816%	+$3.49M	0.49%	46
2022 Q1	$477K	Sell	5,480 -1,500	-21%	-$131K	0.08%	67
2021 Q4	$644K	Sell	6,980 -60,300	-90%	-$5.51M	0.1%	66
2021 Q3	$5.8M	Hold	67,280	–	–	0.85%	34
2021 Q2	$7.14M	Sell	67,280 -6,700	-9%	-$727K	1.06%	33
2021 Q1	$6.93M	Sell	73,980 -38,620	-34%	-$3.3M	1.17%	27
2020 Q4	$7.68M	Buy	112,600 +82,700	+277%	+$4.64M	1.5%	22
2020 Q3	$1.26M	Buy	+29,900	New	+$1.29M	0.3%	43
2020 Q1	–	Sell	-15,400	Closed	-$988K	–	40
2019 Q4	$988K	Buy	+15,400	New	+$1.01M	0.19%	36
2019 Q2	–	Sell	-5,200	Closed	-$250K	–	62
2019 Q1	$250K	Sell	5,200 -40,040	-89%	-$1.8M	0.05%	48
2018 Q4	$1.83M	Sell	45,240 -108,930	-71%	-$4.69M	0.61%	35
2018 Q3	$6.88M	Buy	154,170 +83,950	+120%	+$3.89M	1.02%	38
2018 Q2	$3.56M	Buy	+70,220	New	+$3.39M	0.58%	46
2013 Q4	–	Sell	-283,558	Closed	-$8.59M	–	57
2013 Q3	$8.59M	Buy	283,558 +57,612	+25%	+$1.89M	1.43%	26
2013 Q2	$7.43M	Buy	+225,946	New	+$6.81M	1.22%	25

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

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

SIR Capital Management increased its MasTec (MTZ) stake by 38% in Q2 2026, buying an estimated $5.34M and bringing the position to 50,469 shares worth $21M. The position accounts for 2.41% of the portfolio, ranked #8.

SIR Capital Management first reported a position in MTZ in Q2 2013 and has held it in 25 quarters since. The position peaked at $28.7M in Q3 2025. 910 funds tracked by Wall St. Rank hold MTZ as of Q2 2026.

SIR Capital Management held 50,469 shares of MasTec worth $21M as of Q2 2026.
SIR Capital Management bought 13,970 MasTec shares in Q2 2026, an estimated $5.34M.
MasTec made up 2.41% of SIR Capital Management's portfolio in Q2 2026, its #8 holding.
SIR Capital Management first reported a position in MasTec in Q2 2013 and has held it in 25 quarters since.
SIR Capital Management's MasTec position peaked at $28.7M in Q3 2025.
910 funds tracked by Wall St. Rank held MasTec as of Q2 2026.

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