Yaupon Capital Management’s MasTec MTZ Stock Holding History

Yaupon 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	$62.4M	Buy	+150,000	New	+$57.3M	1.23%	18

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

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

Yaupon Capital Management sold out of MasTec (MTZ) in Q1 2026, closing a stake of 116,993 shares — an estimated $25.4M sold.

Yaupon Capital Management first reported a position in MTZ in Q3 2022 and held it in 7 quarters. The position peaked at $25.4M in Q4 2025. 811 funds tracked by Wall St. Rank hold MTZ as of Q1 2026.

Yaupon Capital Management reported no remaining MasTec position as of Q1 2026 after selling out during the quarter.
Yaupon Capital Management sold 116,993 MasTec shares in Q1 2026, an estimated $25.4M.
Yaupon Capital Management first reported a position in MasTec in Q3 2022 and held it in 7 quarters.
Yaupon Capital Management's MasTec position peaked at $25.4M in Q4 2025.
811 funds tracked by Wall St. Rank held MasTec as of Q1 2026.

Based on Yaupon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.