RIPOSTE CAPITAL LLC: MASTEC INC (MTZ): Quarterly 13F Position History
As of Q2 2026, RIPOSTE CAPITAL LLC reported 35,000 shares of MASTEC INC (MTZ), worth $14.6M and representing 4.9% of its 13F equity book. Quarter-over-quarter share count change: 35,000 (-50.0%) . The position first appeared in Q4 2025 and has been disclosed across 3 13F-HR filings in Pactolio's tracked window.
- 35,000Shares Held (Latest Filing)
- $14.6MReported Market Value (Latest Filing)
- 4.9%Portfolio Weight (% of 13F Equity Book)
- 35,000Quarter-over-Quarter Share Change
- -$8.0MQuarter-over-Quarter Value Change
- 70,000Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 3 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 35,000 | 35,000 | -50.0% | $14.6M | 4.9% | $416.1 |
| Q1 2026 | 70,000 | +43,141 | +160.6% | $22.5M | 10.3% | $321.7 |
| Q4 2025 | 26,859 | – | – | $5.8M | 2.4% | $217.4 |
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 rather than the manager's cost basis. See the full methodology document for the normalization rules.
When did RIPOSTE CAPITAL LLC first disclose a MTZ position in 13F-HR filings?
RIPOSTE CAPITAL LLC first reported MASTEC INC (MTZ) on its 13F-HR filing for the period ending 2025-12-31 (Q4 2025). The position has appeared on 3 reported quarters within Pactolio's tracked window.
What was RIPOSTE CAPITAL LLC's most recent quarter-over-quarter share-count change in MTZ?
Between Q1 2026 and Q2 2026, RIPOSTE CAPITAL LLC reduced its MTZ position by 35,000 shares (-50.0%), leaving 35,000 shares at a market value of $14.6M.
Does the implied price-per-share represent RIPOSTE CAPITAL 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.