13FPulse
MA

MATX MATSON INC

2026Q2 · CUSIP 57686G105 · Sector: Industrials

Piling in

Net holder growth ranks near the top of the market

Funds that own it
418
Institutions that reported holding it to the SEC
Net increase in holders
+28
Last quarter 390 → now 418
How unusual is that
Top 20%
Stronger buying than 88% of US stocks
What the filings say, in one paragraph

418 funds held MATX at the end of 2026Q2, up 28 from the quarter before. That is stronger buying than 88.4% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $3.5B(YoY -0.2%), the P/E is 14.7x, return on equity is 16.7%. MATX has had 16 buying rushes in its history, and the price moved +4.6% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Industrials sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=180 2013Q4: holders=178 2014Q1: holders=174 2014Q2: holders=173 2014Q3: holders=169 2014Q4: holders=184 2015Q1: holders=195 2015Q2: holders=212 2015Q3: holders=209 2015Q4: holders=220 2016Q1: holders=208 2016Q2: holders=184 2016Q3: holders=176 2016Q4: holders=179 2017Q1: holders=166 2017Q2: holders=165 2017Q3: holders=162 2017Q4: holders=168 2018Q1: holders=171 2018Q2: holders=171 2018Q3: holders=185 2018Q4: holders=205 2019Q1: holders=194 2019Q2: holders=186 2019Q3: holders=185 2019Q4: holders=180 2020Q1: holders=159 2020Q2: holders=167 2020Q3: holders=164 2020Q4: holders=197 2021Q1: holders=228 2021Q2: holders=215 2021Q3: holders=245 2021Q4: holders=296 2022Q1: holders=341 2022Q2: holders=321 2022Q3: holders=301 2022Q4: holders=296 2023Q1: holders=268 2023Q2: holders=274 2023Q3: holders=305 2023Q4: holders=336 2024Q1: holders=332 2024Q2: holders=357 2024Q3: holders=387 2024Q4: holders=396 2025Q1: holders=392 2025Q2: holders=394 2025Q3: holders=348 2025Q4: holders=355 2026Q1: holders=390 2026Q2: holders=418 -51 -25.5 +0 +25.5 +51 143291439 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 16 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 20%
2026Q1 Top 10% +11.0%
2024Q3 Top 10% -10.1% -7.2%
2024Q2 Top 10% +6.6% +25.6%
2023Q4 Top 20% -5.9% -0.3%
2023Q3 Top 5% +24.2% +24.0%
2022Q1 Top 5% -15.6% -0.4%
2021Q4 Top 10% +30.5% -3.5%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
195
Change in large funds
+15
Total value they hold
$5.0B
Funds buying for the first time
76
Funds that sold out entirely
48
Price change that quarter
+18.4%
Funds holding puts (bearish)
4
Funds holding calls (bullish)
4

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
14.7
EPS (TTM)
$14.83
EPS YoY
+1.0%
Revenue (TTM)
$3.5B
Revenue YoY
-0.2%
Net margin
13.4%
ROE
16.7%
Debt ratio
41.2%
FCF (TTM)
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2021-09-30: EPS 6.53 2021-12-31: EPS 9.24 2022-03-31: EPS 8.23 2022-06-30: EPS 9.49 2022-09-30: EPS 6.89 2022-12-31: EPS 2.46 2023-03-31: EPS 0.94 2023-06-30: EPS 2.26 2023-09-30: EPS 3.40 2023-12-31: EPS 1.72 2024-03-31: EPS 1.04 2024-06-30: EPS 3.31 2024-09-30: EPS 5.89 2024-12-31: EPS 3.69 2025-03-31: EPS 2.18 2025-06-30: EPS 2.92 2025-09-30: EPS 4.24 2025-12-31: EPS 4.47 2026-03-31: EPS 1.85 2026-06-30: EPS 4.27 0B 0.6B 1.3B $B 0.00 5.22 10.44 2016201720182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 10 2 9 15 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-42M98M238M 20162017201820192020202120222023202420252026
Latest quarter $46M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.