Ronald Muhlenkamp's MTZ Position Overview
Ronald Muhlenkamp (via Muhlenkamp & Co INC) currently holds 105,760 shares of MasTec, Inc. (MTZ) worth $22.99 M, representing 6.18% of the portfolio. First purchased in 2020-Q2, this long-term strategic position has been held for 23 quarters.
Based on 13F filings, Ronald Muhlenkamp has maintained a strategic position in MTZ, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2020, adding 74,125 shares. Largest reduction occurred in Q1 2021, reducing 38,136 shares.
Analysis based on 13F filings available since 2013 Q2
Ronald Muhlenkamp's MasTec (MTZ) Holding Value Over Time
Track share changes against reported price movement
Quarterly MasTec (MTZ) Trades by Ronald Muhlenkamp
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -26 | Reduce 0.02% | 105,760 | $217.37 |
| Q3 2025 | -298 | Reduce 0.28% | 105,786 | $212.81 |
| Q2 2025 | +625 | Add 0.59% | 106,084 | $170.43 |
| Q1 2025 | -45 | Reduce 0.04% | 105,459 | $116.71 |
| Q4 2024 | +233 | Add 0.22% | 105,504 | $136.14 |
| Q3 2024 | +24 | Add 0.02% | 105,271 | $123.10 |
| Q2 2024 | -27,743 | Reduce 20.86% | 105,247 | $106.99 |
| Q1 2024 | +1,981 | Add 1.51% | 132,990 | $93.25 |
| Q4 2023 | +1,332 | Add 1.03% | 131,009 | $75.72 |
| Q3 2023 | +1,858 | Add 1.45% | 129,677 | $71.97 |
| Q2 2023 | +127,820 | Add 0.00% | 127,819 | $117.97 |
| Q4 2022 | -124 | Reduce 0.10% | 128,217 | $85.33 |
| Q3 2022 | +446 | Add 0.35% | 128,341 | $63.50 |
| Q2 2022 | -1,164 | Reduce 0.90% | 127,895 | $71.66 |
| Q1 2022 | +520 | Add 0.40% | 129,059 | $87.10 |
| Q4 2021 | -95 | Reduce 0.07% | 128,539 | $92.28 |
| Q3 2021 | -541 | Reduce 0.42% | 128,634 | $86.28 |
| Q2 2021 | +541 | Add 0.42% | 129,175 | $106.10 |
| Q1 2021 | -38,136 | Reduce 22.87% | 128,634 | $90.86 |
| Q4 2020 | +294 | Add 0.18% | 166,770 | $68.18 |
| Q3 2020 | +74,125 | Add 80.26% | 166,476 | $42.20 |
| Q2 2020 | +92,352 | Add 0.00% | 92,351 | $44.87 |
Ronald Muhlenkamp's MasTec Investment FAQs
Ronald Muhlenkamp first purchased MasTec, Inc. (MTZ) in Q2 2020, acquiring 92,351 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ronald Muhlenkamp has held MasTec, Inc. (MTZ) for 23 quarters since Q2 2020.
Ronald Muhlenkamp's largest addition to MasTec, Inc. (MTZ) was in Q2 2023, adding 127,819 shares worth $15.08 M.
According to the latest 13F filing for Q4 2025, Ronald Muhlenkamp's firm, Muhlenkamp & Co INC, owns 105,760 shares of MasTec, Inc. (MTZ), valued at approximately $22.99 M.
As of the Q4 2025 filing, MasTec, Inc. (MTZ) represents approximately 6.18% of Ronald Muhlenkamp's publicly disclosed stock portfolio, making it one of their key holdings.
Ronald Muhlenkamp's peak holding in MasTec, Inc. (MTZ) was 166,770 shares, as reported at the end of Q4 2020.