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MTZ
LONGINSIDER SELLMASTEC INC
Funds
5
Score
7.50
vs SPY
+1.3%
Stock return (since Q-end)
+17.6%
SPY return (since Q-end)
+16.3%
Current price
$378.37
News Summary
PositiveMasTec delivered exceptional Q1 2026 results with 34.5% revenue growth and 40.6% EPS beat, raising full-year 2026 guidance to $17.5B revenue and $8.79 EPS. Record $20.3B backlog, strategic McKee Utility acquisition ($276M), and analyst upgrades with 12-month consensus price target of $473.05 reflect strong execution across Pipeline Infrastructure and Clean Energy segments, with management targeting $22B revenue and $15+ EPS by 2028.
Funds Buying (5)
| Fund | Manager | Shares Held | ∆ Shares | Position Value | QoQ | Status |
|---|---|---|---|---|---|---|
| Lone Pine Capital | Steve Mandel | 1.5M | +1.5M | $492.6B | — | NEW |
| Coatue Management | Philippe Laffont | 584K | +584K | $187.8B | — | NEW |
| Point72 | Steve Cohen | 433K | +433K | $139.3B | — | NEW |
| Third Point | Dan Loeb | 320K | +320K | $103.0B | — | NEW |
| Soros Fund Management | Soros Family Office | 4K | +4K | $1.3B | — | NEW |
Shares Held and Position Value reflect total quarter-end holdings. ∆ Shares is the change from the prior quarter.
Insider Activity
| Name | Title | Type | Shares | Price | Value | Filed |
|---|---|---|---|---|---|---|
| Campbell C Robert | — | SELL | 3K | $417.00 | $1.25M | 2026-05-04 |