PECONIC PARTNERS LLC: MTZ position timeline

PECONIC PARTNERS LLC held 3,678,431 MTZ shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 3,678,431 shares

   Change vs previous 13F +100,000 shares

   20.35% of the 13F portfolio, value $1,530,448,002.

   13F-HR 0001050464-26-000005 filed by PECONIC PARTNERS LLC
   Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 3,578,431 shares

   Change vs previous 13F +1,978,431 shares

   19.92% of the 13F portfolio, value $1,151,324,390.

   13F-HR 0001050464-26-000004 filed by PECONIC PARTNERS LLC
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 1,600,000 shares

   Change vs previous 13F +850,000 shares

   8.26% of the 13F portfolio, value $347,792,000.

   13F-HR 0001050464-26-000002 filed by PECONIC PARTNERS LLC
   Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 750,000 shares

   Change vs previous 13F +750,000 shares

   4.41% of the 13F portfolio, value $159,607,500.

   13F-HR 0001050464-25-000005 filed by PECONIC PARTNERS LLC
   Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 0 shares

   Change vs previous 13F not available

   13F-HR 0001855205-24-000059 filed by PECONIC PARTNERS LLC
   Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.