← Holdings
MAS

Masco

2 managers · $688M total
Data: SEC EDGAR 13F · 2026Q2
Manager holders · last 5 qtrsⓘ
2
2025Q2 – 2026Q2 · flat QoQ
Total position
$688M
Combined value across tracked managers
Net move this quarter
↓ Trimming
Weighted by holders' share change
HolderQ actionValue% of port.Style
Harris (Oakmark)Trim-3.23%$677M0.9%Deep value / Contrarian long-term
HoskingⓘTrim-1.61%$12M0.38%Contrarian value / Global diversified
What managers sayⓘ
2026-06-03Hosking PartnersBullPaint by numbersDetail →
2024-09-18Colossus (Invest Like the Best / Business Breakdowns)NeutralSherwin-Williams: Brushstrokes of Success - [Business Breakdowns, EP.183]Detail →
2022-05-03Voss CapitalBullThe Big Long? A Deep Dive on U.S. Housing (Part 4) — Part 4 – What Slow Down? Recent Commentary from Builders and Building Product CompaniesDetail →
2004-12-31Giverny CapitalBearGiverny Capital Annual Letter to Partners 2004Detail →
13D/G Ownership Filingsⓘ
SCHEDULE 13G/AHarris (Oakmark)4.2%May 15, 2026 ↗SCHEDULE 13GHarris (Oakmark)5.5%February 17, 2026 ↗

Links open the original SEC EDGAR filing. Covers tracked managers only.

Earnings Callsⓘ

No earnings call data yet

FinancialsⓘFY2025 · Source: SEC EDGAR 10-K

5y revenue CAGR -3% · latest net margin 10.7% · FCF consistently positive

Revenue$7.56B
Rev. YoY-3.4%
Gross margin35.4%
Net margin10.7%
Net income$0.81B
Free cash flow$0.87B
Operating cash flow$1.02B
ROE—

Source: SEC EDGAR company filings (10-K). Foreign issuers (20-F/IFRS) not yet covered.