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Masco Corporation

MAS Industrials
$67.26 +$0.43 (0.64%)
Market Cap: $13.35 B
Gurus Holding
8
Popularity Rank
#911
% of Shares Held
1.59%
Net Activity (Q1 2026)
+$38.43 M

Guru Ownership Trend

Guru Analysis for Masco Corporation (MAS)

Masco Corporation (MAS), a key player in the Industrials sector, continues to attract institutional attention.

As of Q1 2026, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $212.24 M.

Top institutional holders include Renaissance Technologies (RenTech) and Cliff Asness.

Institutional sentiment is currently Bullish. This is evidenced by a $38.43 M net inflow during the quarter.

Recent activity highlights Ray Dalio who opened a new position. Conversely, Jefferies Group reduced exposure by 50.5%.

Key Holders

Top 5 by Value

Recent Activity Breakdown (Q1 2026)

+$39.11 M
Total Buy Value
New Buys 2
Additions 4
-$674,272.66
Total Sell Value
Reductions 2
Sold Out 0

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
2
Net Buyers
6

FAQs for Masco Corporation (MAS)

Major holders include Renaissance Technologies (RenTech) ($68.47 M), Cliff Asness ($59.96 M), John Rogers ($31.6 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 3.16 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $38.43 M, with 6 managers increasing positions and 2 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 0 fully exited MAS. The total reported sell value was $674,272.66.

Yes, 2 managers opened new positions in MAS, and 4 increased their existing holdings. The total reported buy value was $39.11 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.11% Add 27.1% 1,134,114 $68.47 M Q1 2026
0.03% Add 27.1% 1,004,689 $59.96 M Q1 2026
0.35% Add 29.1% 523,429 $31.6 M Q1 2026
0.08% Add 11.4% 442,586 $26.72 M Q1 2026
0.01% New Buy 24,950 $1.51 M Q1 2026
0.01% Reduce -18.7% 11,131 $671,978 Q1 2026
0.00% Reduce -50.5% 8,448 $510,006 Q1 2026
0.00% New Buy 6,205 $374,596 Q1 2026
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