Ron Muhlenkamp - Muhlenkamp & Company
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    29
Portfolio value:    $379,789,142
Holdings Activity Buys Sells    History
Holding/activity history for  MasTec, Inc. (MTZ)
← All MTZ superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 42,832 3.63 Reduce 59.50% 3.68 $226.09–401.19 · VW $340.44i $13,780,768 SEC
2025   Q4 105,760 6.18 Reduce 0.02% <0.01 $182.34–250.99 · VW $224.60i $22,989,051 SEC
2025   Q3 105,786 6.12 Reduce 0.28% 0.02 $160.08–224.03 · VW $196.09i $22,512,323 SEC
2025   Q2 106,084 5.64 Add 0.59% 0.03 $131.68–194.00 · VW $171.63i $18,079,900 SEC
2025   Q1 105,459 4.03 Reduce 0.04% <0.01 $99.70–146.77 · VW $124.60i $12,308,145 SEC
2024   Q4 105,504 4.36 Add 0.22% <0.01 $128.50–166.95 · VW $146.85i $14,363,344 SEC
2024   Q3 105,271 3.97 Add 0.02% <0.01 $89.96–130.22 · VW $114.36i $12,958,887 SEC
2024   Q2 105,247 3.51 Reduce 20.86% 0.75 $86.12–113.12 · VW $103.09i $11,260,377 SEC
2024   Q1 132,990 3.60 Add 1.51% 0.05 $66.48–96.73 · VW $83.97i $12,401,318 SEC
2023   Q4 131,009 3.24 Add 1.03% 0.03 $44.65–76.56 · VW $62.29i $9,920,001 SEC
2023   Q3 129,677 3.22 Add 1.45% 0.05 $57.34–123.33 · VW $80.04i $9,332,854 SEC
2023   Q2 127,819 5.34 $117.97 $15,078,807 SEC
Price snapshot:
Current price$360.21
Avg. buy price$116.90
+/- since buy208.14%
52-week low$160.08
52-week high$441.43