Position in MAS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$158,155,333
-$103,285,461 QoQ
Shares Held
2,619,767
-36.4% QoQ
Ownership
1.30%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MAS Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Mar 31, 2026Holocene Advisors, LP holds $284,332,541 across 8 Building Products & Equipment names. MAS ranks #1 (55.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAS |
Masco Corp /De/
This page
|
2,619,767 | $158,155,333 | |
| 2 | LPX |
Louisiana-Pacific Corp
|
1,026,403 | $74,670,818 | |
| 3 | BLDR |
Builders FirstSource, Inc.
|
562,881 | $46,341,992 | |
| 4 | FBIN |
Fortune Brands Innovations, Inc.
|
78,456 | $3,057,430 | |
| 5 | AAON |
Aaon, Inc.
|
12,998 | $1,075,584 | |
| 6 | OC |
Owens Corning
|
4,901 | $530,386 | |
| 7 | ARLO |
Arlo Technologies, Inc.
|
20,789 | $295,827 | |
| 8 | ROCK |
Gibraltar Industries, Inc.
|
5,146 | $205,171 |
All Filings in MAS
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $158,155,333 | 2,619,767 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $261,440,794 | 4,119,773 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $278,396,532 | 3,955,058 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $321,889,202 | 5,001,386 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $234,046,605 | 3,365,640 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $217,277,482 | 2,994,040 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $212,167,163 | 2,527,605 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $250,700,801 | 3,760,324 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $205,269,029 | 2,602,295 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $248,646,103 | 3,712,244 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $162,525,842 | 3,040,708 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $124,335,689 | 2,166,882 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $89,879,341 | 1,807,710 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $102,070,043 | 2,187,059 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $77,640,240 | 1,662,888 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,942,281 | 38,385 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||