PECONIC PARTNERS LLC

Position in MTZ — Mastec Inc

CIK 1050464 NEW YORK, NY

Position in MTZ

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$1,151,324,389

+$803,532,389 QoQ

Shares Held

3,578,431

+123.7% QoQ

Ownership

4.53%

of shares outstanding

% of Portfolio

19.92%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

13 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Industrials · as of Mar 31, 2026

PECONIC PARTNERS LLC holds $5,294,403,787 across 3 Engineering & Construction names. MTZ ranks #3 (21.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PWR	Quanta Services, Inc.	5,007,840	$2,749,404,316
2	DY	Dycom Industries Inc	4,113,320	$1,393,675,082
3	MTZ	Mastec Inc This page	3,578,431	$1,151,324,389

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,151,324,389	3,578,431	+123.7%	Shares	Sole	2026-05-15
2025-12-31	$347,792,000	1,600,000	+113.3%	Shares	Sole	2026-02-17
2025-09-30	$159,607,500	750,000	+55.7%	Shares	Sole	2025-11-14
2024-06-30	$51,539,222	481,720	+60.0%	Shares	Sole	2024-08-14
2023-09-30	$21,666,352	301,047	-53.7%	Shares	Sole	2023-11-14
2023-06-30	$76,680,500	650,000	+177.4%	Shares	Sole	2023-08-14
2022-12-31	$19,992,819	234,300	-83.5%	Shares	Sole	2023-02-14
2021-12-31	$130,958,146	1,419,139	+65.2%	Shares	Sole	2022-02-14
2021-09-30	$74,126,512	859,139	+210.7%	Shares	Sole	2021-11-15
2021-06-30	$29,338,878	276,521	-35.2%	Shares	Sole	2021-08-16
2021-03-31	$39,968,390	426,557	+0.5%	Shares	Sole	2021-05-17
2020-12-31	$28,931,501	424,340	+8.8%	Shares	Sole	2021-02-16
2020-09-30	$16,454,792	389,924	—	Shares	Sole	2020-11-16
No filing history on record for this holder in this stock.