John Rogers's MAS Position Overview
John Rogers (via Ariel Investments, LLC) currently holds 523,429 shares of Masco Corporation (MAS) worth $31.6 M, representing 0.35% of the portfolio. First purchased in 2018-Q4, this long-term strategic position has been held for 30 quarters.
Based on 13F filings, John Rogers has maintained a strategic position in MAS, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2021, adding 624,343 shares. Largest reduction occurred in Q2 2025, reducing 540,062 shares.
Analysis based on 13F filings available since 2013 Q2
John Rogers's Masco Corporation (MAS) Holding Value Over Time
Track share changes against reported price movement
Quarterly Masco Corporation (MAS) Trades by John Rogers
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +117,941 | Add 29.09% | 523,429 | $60.37 |
| Q4 2025 | +6,776 | Add 1.70% | 405,488 | $63.46 |
| Q3 2025 | -3,212 | Reduce 0.80% | 398,712 | $70.39 |
| Q2 2025 | -540,062 | Reduce 57.33% | 401,924 | $64.36 |
| Q1 2025 | -85,953 | Reduce 8.36% | 941,986 | $69.54 |
| Q4 2024 | -3,784 | Reduce 0.37% | 1.03 M | $72.57 |
| Q3 2024 | -61,479 | Reduce 5.62% | 1.03 M | $83.94 |
| Q2 2024 | +46,644 | Add 4.46% | 1.09 M | $66.67 |
| Q1 2024 | -267,258 | Reduce 20.34% | 1.05 M | $78.88 |
| Q4 2023 | -298,258 | Reduce 18.50% | 1.31 M | $66.98 |
| Q3 2023 | -129,857 | Reduce 7.45% | 1.61 M | $53.45 |
| Q2 2023 | -39,335 | Reduce 2.21% | 1.74 M | $57.38 |
| Q1 2023 | -1,351 | Reduce 0.08% | 1.78 M | $49.72 |
| Q4 2022 | +60 | Add 0.00% | 1.78 M | $46.67 |
| Q3 2022 | -195,129 | Reduce 9.87% | 1.78 M | $46.69 |
| Q2 2022 | +73,954 | Add 3.88% | 1.98 M | $50.60 |
| Q1 2022 | +66,159 | Add 3.60% | 1.9 M | $51.00 |
| Q4 2021 | +83,944 | Add 4.79% | 1.84 M | $70.22 |
| Q3 2021 | +35,543 | Add 2.07% | 1.75 M | $55.55 |
| Q2 2021 | +14,136 | Add 0.83% | 1.72 M | $58.91 |
| Q1 2021 | +624,343 | Add 57.83% | 1.7 M | $59.90 |
| Q4 2020 | +33,888 | Add 3.24% | 1.08 M | $54.93 |
| Q3 2020 | -137,102 | Reduce 11.59% | 1.05 M | $55.13 |
| Q2 2020 | -1,803 | Reduce 0.15% | 1.18 M | $50.21 |
| Q1 2020 | -8,808 | Reduce 0.74% | 1.18 M | $34.57 |
| Q4 2019 | +19,985 | Add 1.70% | 1.19 M | $47.99 |
| Q2 2019 | +9,794 | Add 0.84% | 1.17 M | $39.24 |
| Q1 2019 | +88,132 | Add 8.19% | 1.16 M | $39.31 |
| Q4 2018 | +1.08 M | New Buy | 1.08 M | $29.24 |
John Rogers's Masco Corporation Investment FAQs
John Rogers first purchased Masco Corporation (MAS) in Q4 2018, acquiring 1,075,521 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
John Rogers has held Masco Corporation (MAS) for 30 quarters since Q4 2018.
John Rogers's largest addition to Masco Corporation (MAS) was in Q4 2018, adding 1,075,521 shares worth $31.45 M.
According to the latest 13F filing for Q1 2026, John Rogers's firm, Ariel Investments, LLC, owns 523,429 shares of Masco Corporation (MAS), valued at approximately $31.6 M.
As of the Q1 2026 filing, Masco Corporation (MAS) represents approximately 0.35% of John Rogers's publicly disclosed stock portfolio, making it one of their key holdings.
John Rogers's peak holding in Masco Corporation (MAS) was 1,977,686 shares, as reported at the end of Q2 2022.