Ronald Muhlenkamp
Muhlenkamp & Co
Ronald Muhlenkamp MasTec Inc stake
total: 196
Muhlenkamp & Co MTZ trades
- Total transactions:
- 23
- New positions:
- 1
- Added:
- 11
- Reduced:
- 11
- Held since:
- 2020 Q2
- Held for:
- 23 quarters
- Latest activity:
- 2026 Q1
According to 2026 Q1 report, Ronald Muhlenkamp holds 42,832 MasTec Inc (MTZ) shares with a market value of roughly $13.78M accounting for 3.63% of the overall portfolio. To date, the estimated cost basis is nearly $45.8 for "buy" trades and estimated average "sell" price is $204.95. Muhlenkamp & Co first purchased MTZ in 2020 Q2, initially acquiring 92,351 shares. Since the initial investment in MasTec Inc (MTZ), Muhlenkamp & Co has made 22 more transactions.
When did Ronald Muhlenkamp buy MasTec Inc (MTZ)?
Ronald Muhlenkamp first invested in MasTec Inc (MTZ) in 2020 Q2 at the reported quarter-end price of $44.87 per share.
What's the cost basis of Muhlenkamp & Co's MTZ stake?
The estimated cost basis for MasTec Inc (MTZ) stake is around $45.80 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $45.80
- Weighted AVG sell price:
- $204.95
Ronald Muhlenkamp's historical trades in MasTec Inc
23 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q1
|
3.63%
|
42,832
|
$321.74
|
$13,780,768
|
-59.50% (-62,928)
|
-5.45%
|
|
2025 Q4
|
6.18%
|
105,760
|
$217.37
|
$22,989,051
|
-0.02% (-26)
|
-0%
|
|
2025 Q3
|
6.12%
|
105,786
|
$212.81
|
$22,512,323
|
-0.28% (-298)
|
-0.02%
|
|
2025 Q2
|
5.64%
|
106,084
|
$170.43
|
$18,079,900
|
+0.59% (+625)
|
+0.03%
|
|
2025 Q1
|
4.03%
|
105,459
|
$116.71
|
$12,308,145
|
-0.04% (-45)
|
-0%
|
|
2024 Q4
|
4.36%
|
105,504
|
$136.14
|
$14,363,344
|
+0.22% (+233)
|
+0.01%
|
|
2024 Q3
|
3.97%
|
105,271
|
$123.10
|
$12,958,887
|
+0.02% (+24)
|
+0%
|
|
2024 Q2
|
3.51%
|
105,247
|
$106.99
|
$11,260,377
|
-20.86% (-27,743)
|
-0.86%
|
|
2024 Q1
|
3.60%
|
132,990
|
$93.25
|
$12,401,318
|
+1.51% (+1,981)
|
+0.05%
|
|
2023 Q4
|
3.24%
|
131,009
|
$75.72
|
$9,920,001
|
+1.03% (+1,332)
|
+0.03%
|
|
2023 Q3
|
3.22%
|
$71.97
|
+1.45% (+1,858)
|
|||
|
2023 Q2
|
5.34%
|
$117.97
|
-0.31% (-398)
|
|||
|
2022 Q4
|
4.64%
|
$85.33
|
-0.10% (-124)
|
|||
|
2022 Q3
|
3.64%
|
$63.50
|
+0.35% (+446)
|
|||
|
2022 Q2
|
4.29%
|
$71.66
|
-0.90% (-1,164)
|
|||
|
2022 Q1
|
3.91%
|
$87.10
|
+0.40% (+520)
|
|||
|
2021 Q4
|
4.13%
|
$92.28
|
-0.07% (-95)
|
|||
|
2021 Q3
|
4.26%
|
$86.28
|
-0.42% (-541)
|
|||
|
2021 Q2
|
5.03%
|
$106.10
|
+0.42% (+541)
|
|||
|
2021 Q1
|
4.32%
|
$90.86
|
-22.87% (-38,136)
|
|||
|
2020 Q4
|
4.58%
|
$68.18
|
+0.18% (+294)
|
|||
|
2020 Q3
|
3.64%
|
$42.20
|
+80.26% (+74,125)
|
|||
|
2020 Q2
|
2.22%
|
$44.87
|
new
|
|||
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.