2
MTZ
MASTEC INC · Industrials
Consensus score 2/100 · #170 this quarter · tier-weighted across tracked managers
↓DivergingPrice action since filingas of 2026-09-29
vs 50-day avg
-28.4%
21-day momentum
-17.7%
recent volume
1.19×
13F filings lag ~45 days; this is current price/volume action on top — a technical read, not a prediction.
S3· ToppingStage Analysis · Weinstein
vs 30-wk avg
-35.8%
30-wk MA slope
-0.3%
rel. strength
-8.7
52-wk range
14%
Topping — momentum stalling at the highs; distribution risk. Based on the 30-week (150-day) moving average + slope, Mansfield relative strength vs SPY, and volume. Technical read, not advice.
Holders
2
tracked managers
New this Q
0
opened a position
Avg weight
3.0%
of their portfolios
Combined value
$680M
held, at quarter-end
Who’s holding it Q2 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Lone Pine Capital Concentrated | 3.4% | $560M | TRIM |
| Third Point Activist | 2.6% | $121M | TRIM |
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.