What smart money is saying about MasTec
No fund has written a full thesis on MasTec in our archive, but 6 fund letters report a position in it, most recently Clearbridge Investments Growth Strategy in September 2026.
Get an email when a fund buys, sells or pitches it
Fund signal · last 12 months
6 lettersToo few moves on MasTec yet for a clear signal
Moves described in fund letters in our archive. A sentence published word for word by several funds of one house in the same quarter counts once.
Position history
Between Q2 2026 and Q3 2026, 6 fund letters reported a position in MasTec, with 2 buys (opened or added) and 2 sells (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 5 | 1 | 2 | 0 |
| Q2 2026 | 1 | 1 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 6 positions · 4 moves
- September 2026
“In industrials, we added to MasTec during its pullback and exited W.W. Grainger, a global distributor of maintenance, repair and operating products.”
MasTec - September 2026
“Company detractors include Applied Materials (AMAT) -29.2% and Corning (GLW) -39.7% mentioned above. Both companies suffered from negative investor sentiment despite reporting second quarter results that beat estimates and providing upbeat future guidance. MasTec (MTZ) -48.7% also detracted from relative performance.”
MasTec - September 2026
“MasTec (MTZ) is an infrastructure construction company. We divested our position as valuations became very demanding after a significant outperformance during the holding period.”
MasTec - September 2026
“TOP DETRACTORS MasTec, Inc. declined more than 48% during the period, making it the largest absolute detractor from fund results.”
MasTec - September 2026
“Many of the names that drove our Q2 returns—including SK Hynix, Flex, and MasTec—were caught up in the rout.”
MasTec - New positionClearBridge Investments Growth StrategyJune 2026
“In industrials, we took some profits in Vertiv, whose power, thermal management and digital infrastructure solutions continue to benefit from robust data center spending and used part of the proceeds to initiate a position in MasTec, a contractor serving communications, power, energy and civil infrastructure markets.”
MasTec
Read the letters behind these MasTec positions
Every quote above comes from a fund letter in our archive. Get unlimited access to the letters themselves, and to Warren AI, which reads all of them for you.
View plans→