Cliff Asness's MAS Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 1 M shares of Masco Corporation (MAS) worth $59.96 M, representing 0.03% of the portfolio. First purchased in 2012-Q4, this long-term strategic position has been held for 54 quarters.
Based on 13F filings since 2013, Cliff Asness has maintained a long-term strategic position in MAS, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2019, adding 4.43 M shares. Largest reduction occurred in Q1 2017, reducing 2.71 M shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's Masco Corporation (MAS) Holding Value Over Time
Track share changes against reported price movement
Quarterly Masco Corporation (MAS) Trades by Cliff Asness
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +213,899 | Add 27.05% | 1 M | $59.68 |
| Q4 2025 | -84,707 | Reduce 9.68% | 790,790 | $63.46 |
| Q3 2025 | +74,971 | Add 9.37% | 875,497 | $70.39 |
| Q2 2025 | +176,256 | Add 28.23% | 800,526 | $64.14 |
| Q1 2025 | -255,776 | Reduce 29.06% | 624,270 | $68.39 |
| Q4 2024 | +62,965 | Add 7.71% | 880,046 | $72.57 |
| Q3 2024 | +64,707 | Add 8.60% | 817,081 | $83.21 |
| Q2 2024 | +272,786 | Add 56.88% | 752,374 | $66.67 |
| Q1 2024 | +107,802 | Add 29.00% | 479,588 | $78.30 |
| Q4 2023 | -18,063 | Reduce 4.63% | 371,786 | $66.98 |
| Q3 2023 | -94,388 | Reduce 19.49% | 389,849 | $53.45 |
| Q2 2023 | -136,461 | Reduce 21.99% | 484,237 | $57.38 |
| Q1 2023 | -23,610 | Reduce 3.66% | 620,698 | $48.60 |
| Q4 2022 | +218,407 | Add 51.28% | 644,308 | $46.57 |
| Q3 2022 | +112,860 | Add 36.05% | 425,901 | $46.69 |
| Q2 2022 | -150,654 | Reduce 32.49% | 313,041 | $49.53 |
| Q1 2022 | -91,899 | Reduce 16.54% | 463,695 | $51.00 |
| Q4 2021 | -240,711 | Reduce 30.23% | 555,594 | $69.61 |
| Q3 2021 | -70,355 | Reduce 8.12% | 796,305 | $55.55 |
| Q2 2021 | -350,918 | Reduce 28.82% | 866,660 | $58.91 |
| Q1 2021 | +298,666 | Add 32.50% | 1.22 M | $59.90 |
| Q4 2020 | -582,633 | Reduce 38.80% | 918,912 | $54.16 |
| Q3 2020 | -255,725 | Reduce 14.55% | 1.5 M | $55.13 |
| Q2 2020 | -428,540 | Reduce 19.61% | 1.76 M | $49.16 |
| Q1 2020 | -1.21 M | Reduce 35.71% | 2.19 M | $34.49 |
| Q4 2019 | -1.13 M | Reduce 25.00% | 3.4 M | $47.99 |
| Q3 2019 | +12,296 | Add 0.27% | 4.53 M | $41.59 |
| Q2 2019 | +4.43 M | Add 4714.20% | 4.52 M | $39.24 |
| Q1 2019 | -535,778 | Reduce 85.09% | 93,905 | $39.31 |
| Q4 2018 | -554,576 | Reduce 46.83% | 629,683 | $29.24 |
| Q3 2018 | +573,081 | Add 93.77% | 1.18 M | $36.60 |
| Q2 2018 | -398,131 | Reduce 39.45% | 611,178 | $37.42 |
| Q1 2018 | -375,916 | Reduce 27.14% | 1.01 M | $40.44 |
| Q4 2017 | +115,401 | Add 9.09% | 1.39 M | $43.94 |
| Q3 2017 | +46,550 | Add 3.81% | 1.27 M | $39.01 |
| Q2 2017 | -593,869 | Reduce 32.68% | 1.22 M | $38.21 |
| Q1 2017 | -2.71 M | Reduce 59.88% | 1.82 M | $33.99 |
| Q4 2016 | -1.27 M | Reduce 21.90% | 4.53 M | $31.62 |
| Q3 2016 | -821,350 | Reduce 12.41% | 5.8 M | $34.31 |
| Q2 2016 | +61,758 | Add 0.94% | 6.62 M | $30.94 |
| Q1 2016 | -1.21 M | Reduce 15.59% | 6.56 M | $31.45 |
| Q4 2015 | +3.09 M | Add 65.92% | 7.77 M | $28.30 |
| Q3 2015 | +2.06 M | Add 78.57% | 4.68 M | $25.18 |
| Q2 2015 | +1.35 M | Add 106.28% | 2.62 M | $26.67 |
| Q1 2015 | +750,639 | Add 144.17% | 1.27 M | $26.70 |
| Q4 2014 | -36,918 | Reduce 6.62% | 520,663 | $25.20 |
| Q3 2014 | +221,300 | Add 65.81% | 557,581 | $23.92 |
| Q2 2014 | -1,000 | Reduce 0.30% | 336,281 | $22.20 |
| Q1 2014 | +50,114 | Add 17.45% | 337,281 | $22.21 |
| Q4 2013 | +82,425 | Add 40.26% | 287,167 | $22.77 |
| Q3 2013 | -122,558 | Reduce 37.45% | 204,742 | $21.28 |
| Q2 2013 | +327,300 | Add 0.00% | 327,300 | $19.49 |
| Q4 2012 | +78,600 | Add 0.00% | 78,600 | $16.65 |
Cliff Asness's Masco Corporation Investment FAQs
Cliff Asness first purchased Masco Corporation (MAS) in Q4 2012, acquiring 78,600 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held Masco Corporation (MAS) for 54 quarters since Q4 2012.
Cliff Asness's largest addition to Masco Corporation (MAS) was in Q2 2019, adding 4,520,776 shares worth $177.4 M.
According to the latest 13F filing for Q1 2026, Cliff Asness's firm, Aqr Capital Management LLC, owns 1,004,689 shares of Masco Corporation (MAS), valued at approximately $59.96 M.
As of the Q1 2026 filing, Masco Corporation (MAS) represents approximately 0.03% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in Masco Corporation (MAS) was 7,770,006 shares, as reported at the end of Q4 2015.