SEC 13F Intelligence

South Street Advisors LLC / MTZ

South Street Advisors LLC’s Mastec Inc Position

Does South Street Advisors LLC own Mastec Inc (MTZ)? Not currently — the last reported position was 123.5K shares worth $11M in Q1 2022; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$11M
Q1 2022
Shares
123.5K
% of Portfolio
+2.04%
Quarters Held
13
position exited

Position History MTZ

Reported value by quarter
Q4 ’18: $3MQ4 ’18Q1 ’19: $4MQ2 ’19: $11MQ2 ’19Q3 ’19: $14MQ4 ’19: $14MQ4 ’19Q1 ’20: $7MQ2 ’20: $10MQ2 ’20Q3 ’20: $9MQ4 ’20: $15MQ4 ’20Q2 ’21: $17MQ3 ’21: $12MQ3 ’21Q4 ’21: $12MQ1 ’22: $11MQ1 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2022123.5K$11M+2.04%
Q4 2021125.3K$12M+2.03%
Q3 2021136.4K$12M+2.25%
Q2 2021161.3K$17M+3.18%
Q4 2020224.1K$15M+3.24%
Q3 2020222.7K$9M+2.27%
Q2 2020226.4K$10M+2.72%
Q1 2020222.4K$7M+2.40%
Q4 2019222.1K$14M+3.69%
Q3 2019219.8K$14M+4.16%
Q2 2019219.3K$11M+3.36%
Q1 201976.7K$4M+1.12%
Q4 201878.9K$3M+1.13%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See South Street Advisors LLC’s full portfolio or all institutional holders of MTZ.