What smart money is saying about MasTec
MTZ
No fund has written a full thesis on MasTec in our archive, but 1 fund letter reports a position in it — most recently ClearBridge Investments Growth Strategy in June 2026.
1
Reported positions
1
Bought
0
Sold
1
Letter
Position history
Every position in MasTec on record in the archive was reported in Q2 2026, across 1 fund letter — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 1 | 0 | 0 |
Fund activity · 1 position · 1 move
- 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.”
Read the letterMasTec
Read the letters behind these MasTec positions
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