Guru Ownership Over Time
Guru Analysis for MasTec, Inc. (MTZ)
MasTec, Inc. (MTZ), a key player in the Industrials sector, continues to attract institutional attention.
As of Q3 2025, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $594.02 M.
Top institutional holders include Cliff Asness and Daniel Loeb.
Notably, Ronald Muhlenkamp has expressed high conviction in this stock, allocating 6.12% of their equity portfolio to it.
Institutional sentiment is currently Bullish. This is evidenced by a $37.32 M net inflow during the quarter.
Recent activity highlights Daniel Loeb who opened a new position. Conversely, Jefferies Group reduced exposure by 32.3%.
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 0.12% | Reduce -16.0% | 900,484 | $189.19 M | Q3 2025 | |
| 1.72% | New Buy | 725,000 | $154.29 M | Q3 2025 | |
| 0.23% | Reduce -26.5% | 658,201 | $140.07 M | Q3 2025 | |
| 0.20% | Reduce -10.0% | 211,350 | $44.98 M | Q3 2025 | |
| 6.12% | Reduce -0.3% | 105,786 | $22.51 M | Q3 2025 | |
| 0.21% | Add 40.9% | 72,393 | $15.41 M | Q3 2025 | |
| 0.02% | Reduce -32.3% | 22,330 | $4.75 M | Q3 2025 |
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
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| Portfolio Manager | Option Type | % of portfolio | Activity | Shares | Value | Period |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown(Q3 2025)
Guru Consensus (Q3 2025)
FAQs for MasTec, Inc. (MTZ)
Top Guru holders include Cliff Asness ($189.19 M), Daniel Loeb ($154.29 M), Steven Cohen ($140.07 M). Collectively, tracked Gurus hold 2.7 M shares.
Based on recent 13F filings, the sentiment is **Positive (Net Buy)**. There was a net inflow of $37.32 M, with 2 Gurus buying and 8 Gurus selling.
In the recent quarter, 5 Gurus reduced their positions, and 3 Gurus sold out of MTZ completely. Total sell value was $121.44 M.
Yes, 1 Gurus opened new positions in MTZ, and 1 added to their existing holdings. Total buy value was $158.76 M.