SEC 13F Intelligence

Intrinsic Edge Capital Management LLC / MTZ

Intrinsic Edge Capital Management LLC’s Mastec Inc Position

Does Intrinsic Edge Capital Management LLC own Mastec Inc (MTZ)? Yes22.3K shares worth $7M (+1.19% of its 13F portfolio) as of Q1 2026, down from 44.3K shares the prior filed quarter.

Position Value
$7M
Q1 2026
Shares
22.3K
% of Portfolio
+1.19%
Quarters Held
15
currently held

Position History MTZ

Reported value by quarter
Q4 ’18: $32MQ4 ’18Q1 ’19: $31MQ4 ’19: $9MQ4 ’19Q2 ’20: $9MQ1 ’22: $4MQ1 ’22Q4 ’23: $10MQ1 ’24: $24MQ1 ’24Q2 ’24: $12MQ3 ’24: $25MQ3 ’24Q4 ’24: $15MQ1 ’25: $15MQ1 ’25Q2 ’25: $10MQ3 ’25: $9MQ3 ’25Q4 ’25: $10MQ1 ’26: $7MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202622.3K$7M+1.19%
Q4 202544.3K$10M+1.71%
Q3 202544.3K$9M+1.31%
Q2 202559.3K$10M+1.41%
Q1 2025130.6K$15M+2.80%
Q4 2024113.7K$15M+1.88%
Q3 2024203.6K$25M+3.03%
Q2 2024113.7K$12M+1.10%
Q1 2024262.0K$24M+1.91%
Q4 2023130.0K$10M+0.98%
Q1 202250.0K$4M+0.33%
Q2 2020198.4K$9M+0.41%
Q4 2019140.5K$9M+1.13%
Q1 2019643.6K$31M+5.24%
Q4 2018794.4K$32M+5.42%

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