MTZ
Over time
Holders
| Lone PineQ2 2026Q3 due Nov 14David Craver, CIO | 3.42% | 1,345,157 | $560M | trimmed−12% | −0.51 pp | 2 q |
| Third PointQ2 2026Q3 due Nov 14Daniel Loeb, CIO | 2.60% | 290,000 | $121M | trimmed−9% | −2.34 pp | 4 q |
| CoatueQ2 2026Q3 due Nov 14Philippe Laffont, founder | 0.44% | 517,250 | $215M | trimmed−11% | −0.21 pp | 3 q |
| SorosQ2 2026Q3 due Nov 14Dawn Fitzpatrick, CIO | 0.06% | 8,275 | $3M | added×2.1 | +0.04 pp | 3 q |
| MuhlenkampQ2 2026Q3 due Nov 14Jeff Muhlenkamp, portfolio manager | — | — | — | exited | 0.00 pp | — |





