PECONIC PARTNERS LLC — MASTEC INC MTZ: Quarterly 13F Position History
PECONIC PARTNERS LLC has reported MASTEC INC (MTZ) on 40 13F-HR filings in Pactolio's tracked window, first appearing in Q2 2016. As of Q1 2026, the position is sized at 3,578,431 shares ($1.15B market value, 19.92% of the equity book). Quarter-over-quarter share count change: + 1,978,431 (+123.7%) .
- 3,578,431Shares Held (Latest Filing)
- $1.15BReported Market Value (Latest Filing)
- 19.92%Portfolio Weight (% of 13F Equity Book)
- +1,978,431Quarter-over-Quarter Share Change
- +$803.5MQuarter-over-Quarter Value Change
- 13,232,610Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 40 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 3,578,431 | +1,978,431 | +123.7% | $1.15B | 19.92% | $321.74 |
| Q4 2025 | 1,600,000 | +850,000 | +113.3% | $347.8M | 8.27% | $217.37 |
| Q3 2025 | 750,000 | +750,000 | — | $159.6M | 4.41% | $212.81 |
| Q2 2025 | 0 | 0 | — | $0 | 0.00% | — |
| Q1 2025 | 0 | 0 | — | $0 | 0.00% | — |
| Q4 2024 | 0 | 0 | — | $0 | 0.00% | — |
| Q3 2024 | 0 | 481,720 | -100.0% | $0 | 0.00% | — |
| Q2 2024 | 481,720 | +481,720 | — | $51.5M | 2.21% | $106.99 |
| Q1 2024 | 0 | 0 | — | $0 | 0.00% | — |
| Q4 2023 | 0 | 301,047 | -100.0% | $0 | 0.00% | — |
| Q3 2023 | 301,047 | 348,953 | -53.7% | $21.7M | 1.26% | $71.97 |
| Q2 2023 | 650,000 | +650,000 | — | $76.7M | 3.70% | $117.97 |
| Q1 2023 | 0 | 234,300 | -100.0% | $0 | 0.00% | — |
| Q4 2022 | 234,300 | +234,300 | — | $20.0M | 1.29% | $85.33 |
| Q3 2022 | 0 | 0 | — | $0 | 0.00% | — |
| Q2 2022 | 0 | 0 | — | $0 | 0.00% | — |
| Q1 2022 | 0 | 1,419,139 | -100.0% | $0 | 0.00% | — |
| Q4 2021 | 1,419,139 | +560,000 | +65.2% | $131.0M | 10.53% | $92.28 |
| Q3 2021 | 859,139 | +582,618 | +210.7% | $74.1M | 6.58% | $86.28 |
| Q2 2021 | 276,521 | 150,036 | -35.2% | $29.3M | 2.94% | $106.10 |
| Q1 2021 | 426,557 | +2,217 | +0.5% | $40.0M | 4.19% | $93.70 |
| Q4 2020 | 424,340 | +34,416 | +8.8% | $28.9M | 3.49% | $68.18 |
| Q3 2020 | 389,924 | +389,924 | — | $16.5M | 2.93% | $42.20 |
| Q2 2020 | 0 | 0 | — | $0 | 0.00% | — |
| Q1 2020 | 0 | 0 | — | $0 | 0.00% | — |
| Q4 2019 | 0 | 271,302 | -100.0% | $0 | 0.00% | — |
| Q3 2019 | 271,302 | 4,143,568 | -93.9% | $17.6M | 4.10% | $64.93 |
| Q2 2019 | 4,414,870 | 8,817,740 | -66.6% | $227.5M | 44.79% | $51.53 |
| Q1 2019 | 13,232,610 | +8,849,940 | +201.9% | $636.5M | 42.64% | $48.10 |
| Q4 2018 | 4,382,670 | +104,800 | +2.4% | $177.8M | 43.51% | $40.56 |
| Q3 2018 | 4,277,870 | 191,314 | -4.3% | $191.0M | 48.20% | $44.65 |
| Q2 2018 | 4,469,184 | 13,852 | -0.3% | $226.8M | 41.62% | $50.75 |
| Q1 2018 | 4,483,036 | 150,000 | -3.2% | $210.9M | 40.78% | $47.05 |
| Q4 2017 | 4,633,036 | 131,426 | -2.8% | $226.8M | 33.12% | $48.95 |
| Q3 2017 | 4,764,462 | 0 | — | $221.1M | 35.80% | $46.40 |
| Q2 2017 | 4,764,462 | 23,900 | -0.5% | $215.1M | 34.66% | $45.15 |
| Q1 2017 | 4,788,362 | 584 | -0.0% | $191.8M | 22.02% | $40.05 |
| Q4 2016 | 4,788,946 | 64,040 | -1.3% | $183.2M | 24.26% | $38.25 |
| Q3 2016 | 4,852,986 | 17,320 | -0.4% | $144.3M | 18.27% | $29.74 |
| Q2 2016 | 4,870,306 | — | — | $108.7M | 13.50% | $22.32 |
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 PECONIC PARTNERS LLC first disclose a MTZ position in 13F-HR filings?
PECONIC PARTNERS LLC first reported MASTEC INC (MTZ) on its 13F-HR filing for the period ending 2016-06-30 (Q2 2016). The position has appeared on 40 reported quarters within Pactolio's tracked window.
What was PECONIC PARTNERS LLC's most recent quarter-over-quarter share-count change in MTZ?
Between Q4 2025 and Q1 2026, PECONIC PARTNERS LLC added 1,978,431 shares of MTZ (+123.7%), bringing the total reported position to 3,578,431 shares at a market value of $1.15B.
Does the implied price-per-share represent PECONIC PARTNERS LLC'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.