Position
Third Point in Mastec Inc
Back to the book · All holders of MTZ
Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.
Latest estimated mark $27.4M$321.74 → $416.06
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 925K | $201.1M | — | — | — | 2.8% |
| Q1 2026 | 320K | $103M | $321.74 | $33.4M | −$131.5M | 4.9% |
| Q2 2026 | 290K | $120.7M | $416.06 | $27.4M | −$9.65M | 2.6% |