Hill City Capital, LP: MASTEC INC (MTZ): Quarterly 13F Position History
As of Q1 2026, Hill City Capital, LP reported 2,155,000 shares of MASTEC INC (MTZ), worth $693.3M and representing 24.8% of its 13F equity book. The position first appeared in Q4 2022 and has been disclosed across 14 13F-HR filings in Pactolio's tracked window.
- 2,155,000Shares Held (Latest Filing)
- $693.3MReported Market Value (Latest Filing)
- 24.8%Portfolio Weight (% of 13F Equity Book)
- 0Quarter-over-Quarter Share Change
- +$224.9MQuarter-over-Quarter Value Change
- 2,155,000Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 14 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 2,155,000 | 0 | — | $693.3M | 24.8% | $321.7 |
| Q4 2025 | 2,155,000 | 0 | — | $468.4M | 17.7% | $217.4 |
| Q3 2025 | 2,155,000 | 0 | — | $458.6M | 19.4% | $212.8 |
| Q2 2025 | 2,155,000 | +10,000 | +0.5% | $367.3M | 19.8% | $170.4 |
| Q1 2025 | 2,145,000 | +15,000 | +0.7% | $250.3M | 18.6% | $116.7 |
| Q4 2024 | 2,130,000 | 0 | — | $290.0M | 18.6% | $136.1 |
| Q3 2024 | 2,130,000 | 0 | — | $262.2M | 17.3% | $123.1 |
| Q2 2024 | 2,130,000 | 0 | — | $227.9M | 16.4% | $107.0 |
| Q1 2024 | 2,130,000 | +60,000 | +2.9% | $198.6M | 14.6% | $93.3 |
| Q4 2023 | 2,070,000 | +1,135,000 | +121.4% | $156.7M | 13.8% | $75.7 |
| Q3 2023 | 935,000 | +405,000 | +76.4% | $67.3M | 9.0% | $72.0 |
| Q2 2023 | 530,000 | +50,000 | +10.4% | $62.5M | 9.6% | $118.0 |
| Q1 2023 | 480,000 | +130,000 | +37.1% | $45.3M | 8.9% | $94.4 |
| Q4 2022 | 350,000 | — | — | $29.9M | 5.2% | $85.3 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Hill City Capital, LP first disclose a MTZ position in 13F-HR filings?
Hill City Capital, LP first reported MASTEC INC (MTZ) on its 13F-HR filing for the period ending 2022-12-31 (Q4 2022). The position has appeared on 14 reported quarters within Pactolio's tracked window.
What was Hill City Capital, LP's most recent quarter-over-quarter share-count change in MTZ?
Hill City Capital, LP held the same 2,155,000 shares of MTZ between Q4 2025 and Q1 2026 — the reported share count was unchanged quarter-over-quarter.
Does the implied price-per-share represent Hill City Capital, LP's cost basis in MTZ?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.