Can Housing Recovery Reignite Growth for Masco Corporation (MAS)?
Broyhill Asset Management, a Charlotte-based firm, issued its third-quarter 2026 investor letter. The letter can be downloaded here.
Masco Corp (MAS)
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Hedge Fund Holdings
Filing Period: Filing is Ongoing
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Yacktman Asset Management Donald Yacktman | 304,304 | $20,510,090 | +7% | 0.24% |
| 2. | Hosking Partners Jeremy Hosking | 134,045 | $9,034,633 | -6% | 0.32% |
| 3. | Leucadia National Ian Cumming And Joseph Steinberg | 60,997 | $4,111,198 | 0.03% | |
| 4. | Squarepoint Ops LLC Maxime Fortin (Cio) | 33,809 | $2,278,727 | -84% | 0% |
| 5. | Regents Gate Capital Joshua White | 24,353 | $1,641,392 | 2.05% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $26.85 | 10 | $268.50 | 22,484 | 2015-09-10 | Filing | |
| $26.20 | 40 | $1,048.00 | 22,474 | 2015-09-02 | Filing | |
| $20.11 | 3,000 | $60,330.00 | 10,900 | 2014-05-06 | Filing | |
| $21.31 | 1,000 | $21,307.50 | 12,624 | 2013-12-18 | Filing | |
| $21.31 | 4,000 | $85,239.60 | 11,624 | 2013-12-18 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $80.64 | 34,470 | $2,779,767.66 | 39,700 | 2026-10-30 | Filing | |
| $63.66 | 2,006 | $127,701.96 | 1,929 | 2026-03-07 | Filing | |
| $63.66 | 14,729 | $937,648.14 | 13,837 | 2026-03-07 | Filing | |
| $71.92 | 747 | $53,720.51 | 12,510 | 2026-02-26 | Filing | |
| $77.06 | 27,790 | $2,141,519.63 | 41,371 | 2026-02-12 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 5,285,358 | $354,787,712 | 0.02% | |
| 2. | 1,755,431 | $118,316,049 | 0.03% | |
| 3. | 1,553,227 | $104,687,463 | 0.02% | |
| 4. | 1,332,044 | $89,784,797 | 0.09% | |
| 5. | 1,325,766 | $89,365,244 | 0.02% |
News See All
A Cyber Intelligence Veteran Now Runs Masco's (MAS) AI Agenda
On September 15, Masco Corporation (NYSE:MAS) gave technology its own seat on the Executive Committee, creating a Chief Technology and AI Officer role and filling it with Yaron Ben David.
Strong Volume Growth and Intact Pricing Lifted Masco Corporation (MAS) in Q2
Broyhill Asset Management, a Charlotte-based firm, issued its second-quarter 2026 investor letter, which is available for download here.
Could Masco (MAS) Be One of the Better Home Improvement Stocks to Watch?
Ariel Investments, an investment management company, released its "Small Cap Value Fund" Q2 2026 investor letter. A copy of the letter can be downloaded here.
Blowing Past the Street: 46 Stocks That Crushed Q2 EPS Projections
More than 250 companies announced their earnings performance in the second quarter of the year on Wednesday, July 29, offering a fresh look at how they performed relative to what the market expected of...
10 Best Wide Moat Stocks to Buy According to Wall Street Analysts
In this article, we will discuss the 10 Best Wide Moat Stocks to Buy According to Wall Street Analysts.
Masco Corporation (NYSE:MAS) Q1 2026 Earnings Call Transcript
Masco Corporation (NYSE:MAS) Q1 2026 Earnings Call Transcript April 22, 2026Masco Corporation beats earnings expectations. Reported EPS is $1.04, expectations were $0.88.
Masco Corporation (MAS): A Bull Case Theory
We came across a bullish thesis on Masco Corporation on CompoundingLab’s Substack. In this article, we will summarize the bulls’ thesis on MAS.
Masco (MAS) Touches 52-Week High After Earnings Beat, PT Upgrade
We recently published 10 Stocks Delivering Massive Returns. Masco Corp. (NYSE:MAS) was one of the best performers on Tuesday.
Masco Corporation (NYSE:MAS) Q4 2025 Earnings Call Transcript
Masco Corporation (NYSE:MAS) Q4 2025 Earnings Call Transcript February 10, 2026Masco Corporation beats earnings expectations. Reported EPS is $0.797, expectations were $0.78.
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