13F data — long US equity only · ~45-day lag from quarter-end · positions may have changed since · not investment advice
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13

MTZ

MASTEC INC · Industrials

Consensus score 13/100 · #34 this quarter · tier-weighted across tracked managers

NeutralPrice action since filingas of 2026-07-10
vs 50-day avg
-4.2%
21-day momentum
+5.6%
recent volume
1.25×

13F filings lag ~45 days; this is current price/volume action on top — a technical read, not a prediction.

S2· AdvancingStage Analysis · Weinstein
vs 30-wk avg
+18.3%
30-wk MA slope
+8.8%
rel. strength
+28.0
52-wk range
76%

Advancing — above a rising 30-week trend with positive relative strength. Weinstein’s buy zone. Based on the 30-week (150-day) moving average + slope, Mansfield relative strength vs SPY, and volume. Technical read, not advice.

Holders
3
tracked managers
New this Q
2
opened a position
Avg weight
5.5%
of their portfolios
Combined value
$602M
held, at quarter-end

Who’s holding it Q1 2026, by position size

ManagerPosition sizeChange
Abdiel Capital
Concentrated growth
7.7%
NEW
Third Point
Activist
4.9%
TRIM
Lone Pine Capital
Concentrated
3.9%
NEW

Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.