Guru Ownership Trend
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 $660.62 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 | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 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 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
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Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for MasTec, Inc. (MTZ)
Major holders include Cliff Asness ($189.19 M), Daniel Loeb ($154.29 M), Steven Cohen ($140.07 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 2.7 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $37.32 M, with 2 managers increasing positions and 8 managers reducing holdings.
During the most recent reporting period, 5 managers trimmed their positions, while 3 fully exited MTZ. The total reported sell value was $121.44 M.
Yes, 1 managers opened new positions in MTZ, and 1 increased their existing holdings. The total reported buy value was $158.76 M.