
What smart money is saying about Masco Corporation
4 funds in our archive have pitched Masco Corporation — most recently Ariel Investments Small Cap Value in June 2026.
Masco Corporation is a prominent global manufacturer and distributor of home improvement and building products, serving markets across North America, Europe, and other international regions. The company operates through two main segments. Its Plumbing Products division offers a vast array of items, from fixtures like faucets, showerheads, and valves to comprehensive bathing solutions such as tubs, shower bases, sinks, and toilets. This segment also provides high-end offerings like spas, exercise pools, and fitness systems, alongside crucial plumbing system components made from brass, copper, and composites, as well as connected water technologies, thermoplastic solutions, and PEX tubing. These products are sold under numerous recognized brands, including DELTA, HANSGROHE, KRAUS, HOT SPRING, and ENDLESS POOLS. The Decorative Architectural Products segment enhances both the aesthetic and functional aspects of homes. Its portfolio includes various paints, primers, specialty coatings, stains, and waterproofing products, along with associated applicators. It also supplies diverse cabinet and door hardware, functional hardware, wall plates, closet organization systems, and picture hanging accessories. Additionally, this segment provides decorative bath hardware, mirrors, shower doors, and a wide selection of indoor and outdoor lighting fixtures, such as ceiling fans, landscape lighting, and LED systems. Key brands in this segment include BEHR, KILZ, LIBERTY, and KICHLER. Masco distributes its extensive product range through a broad network of channels, encompassing plumbing, heating, and hardware wholesalers; home centers and online retailers; independent hardware stores; electrical and landscape distributors; lighting showrooms; building supply outlets; and various mass merchandisers. Masco Corporation was founded in 1929 and is headquartered in Livonia, Michigan.
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Position history
Between Q2 2025 and Q2 2026, 3 fund letters reported a position in Masco Corporation — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 3 | 1 | 0 | 2 |
| Q1 2026 | 0 | 0 | 0 | 1 |
| Q2 2025 | 0 | 0 | 0 | 1 |
Fund activity · 3 positions · 1 move
- June 2026
“Our top five contributors to return in Q2 were Texas Instruments, NXP Semiconductors, Lamar Advertising, nVent Electric and Masco.”
Masco Corporation - June 2026
“We added Masco Corporation (MAS), the world’s largest manufacturer of plumbing fixtures and a leading provider of paint in the United States.”
Masco Corporation - May 2026
“Masco held its first Investor Day in years at the NYSE on May 13, with Broyhill in attendance.”
Masco Corporation
Fund coverage · 4 theses
- Ariel Investments Small Cap ValueJune 2026
Masco Corporation is a branded plumbing and paint leader with scale, strong brand equity, and margin expansion potential.
Read the full thesis - Broyhill Equity HighlightsMay 2026
Masco is attractive for its repair-and-remodel exposure, pricing power, growth targets, and shareholder returns.
Read the full thesis - Broyhill AMMarch 2026
Masco is a housing-related company whose normalized earnings power has improved through market share gains and expense efficiencies.
Read the full thesis - FMI fundsJune 2025
Masco Corp. is a global leader in home improvement products with a strong brand portfolio and a disciplined approach to free cash flow management, currently trading at a depressed valuation amid weak demand.
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