Wolf Hill Capital Management, LP MTZ — MASTEC INC

Ownership history in Wolf Hill Capital Management, LP  ·  10 quarters on record

AI Ownership Summary

Wolf Hill Capital Management, LP reported MASTEC INC (MTZ) in 10 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 4.54% in 2024 Q2. The latest visible filing shows MTZ at 2.31% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MTZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Wolf Hill Capital Management, LP's position in MASTEC INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

MTZ was reported at 2.31% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.54% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MTZ stock page Wolf Hill Capital Management, LP fund profile Wolf Hill Capital Management, LP full holdings
How Wolf Hill Capital Management, LP held MTZ — position size vs. price
% of Fund (quarterly)    MTZ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 48.6% +48.0% ❌ 96,439 -91,093 -48.6% 2.31% $21.0M 2026-02-13 $269.53
2025 Q3 ADDED — — — 187,532 +12,532 +7.2% 3.66% $39.9M 2025-11-13 $190.08
2025 Q2 ADDED — — — 175,000 +25,000 +16.7% 2.27% $29.8M 2025-08-13 $181.59
2025 Q1 REDUCED 59.9% +46.0% ❌ 150,000 -223,965 -59.9% 1.26% $17.5M 2025-05-14 $157.32
2024 Q4 ADDED — — — 373,965 +15,300 +4.3% 3.66% $50.9M 2025-02-13 $136.95
2024 Q3 ADDED — — — 358,665 +333,465 +1323.3% 2.95% $44.2M 2024-11-13 $139.32
2024 Q2 REDUCED 94.1% +15.1% ❌ 25,200 -401,025 -94.1% 0.27% $2.7M 2024-08-13 $109.00
2024 Q2 ADDED — — — 426,225 +401,025 +1591.4% 4.54% $45.6M 2024-08-13 $109.00
2024 Q1 REDUCED 95.0% +10.5% ❌ 25,200 -477,058 -95.0% 0.10% $2.3M 2024-05-14 $106.77
2024 Q1 INITIATED — — — 502,258 — — 2.06% $46.8M 2024-05-14 $106.77

🏢 Other funds also holding MTZ

As of 2026 Q1 — sorted by position size

Hill City Capital, LP 3Y 24.77% PECONIC PARTNERS LLC 3Y 7Y 19.92% HILLMAN CO 3Y 7Y 18.1% Goodlander Investment Management, LLC 16.14% KIRR MARBACH & CO LLC /IN/ 3Y 7Y 9.39% Electron Capital Partners, LLC 3Y 7Y 8.98% 1060 Capital, LLC 3Y 7Y 7.7% Paloma Partners Management Co 3Y 7Y 7.2% Newbrook Capital Advisors LP 3Y 7Y 6.49% 140 Summer Partners LP 3Y 6.47%

FAQ About Wolf Hill Capital Management, LP and MTZ

These are the practical questions this page is built to answer before you even open the full history table.

How long has Wolf Hill Capital Management, LP reported owning MTZ?

Wolf Hill Capital Management, LP reported MTZ across 10 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported MTZ position in Wolf Hill Capital Management, LP's portfolio?

The largest reported portfolio weight for MTZ was 4.54% in 2024 Q2.

What is the latest reported MTZ position on this page?

The most recent filing on this page is 2025 Q4, when Wolf Hill Capital Management, LP reported 96,439 shares, equal to 2.31% of portfolio, with an estimated market value of $21.0M.

What does the chart on this MTZ ownership page compare?

The chart compares Wolf Hill Capital Management, LP's quarterly MTZ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Wolf Hill Capital Management, LP time their MTZ position?

Based on 13F filing dates vs. subsequent MTZ price moves, Wolf Hill Capital Management, LP correctly timed 3 out of 9 reported position changes (33%). The annualised alpha on MTZ relative to SPY over the holding period was +44.1%.

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