NYSE · Industrials

MASCO CORP MAS

Masco Corporation provides home improvement and building products in North America, Europe, and internationally.

Industrial Specialties

Company profile

Business mix

  • The company’s Plumbing Products segment offers faucets, showerheads, handheld showers, valves, bath hardware and accessories, bathing units, shower bases and enclosures, shower drains, steam shower systems, water filtration systems.
  • This segment provides its products under the DELTA, BRIZO, PEERLESS, HANSGROHE, AXOR, KRAUS, NEWPORT BRASS, GINGER, WALTEC, BRISTAN, HERITAGE, MIROLIN, HOT SPRING, CALDERA, FREEFLOW SPAS, FANTASY SPAS, AQUATERRA, LIFESMART, ENDLESS POOLS, TYLO, FINNLEO.
  • Its Decorative Architectural Products segment offers paints, primers, specialty coatings, stains, and waterproofing products, as well as paint applicators and accessories.
  • This segment provides its products under the BEHR, KILZ, WHIZZ, LIBERTY, and FRANKLIN BRASS brands to home center and other retailers, mass and online retailers, other specialty retailers, and original equipment manufacturers and wholesalers.

Current key questions

  • Can orders, backlog, aftermarket demand, and end-market capital spending support growth in building products & equipment?
  • How do pricing, input costs, supply chain execution, and utilization affect margins?
  • Does capital allocation strengthen the company's competitive position across cycles?
Holders 3 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 17.18 FCF 6.85% Buyback 4.26%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Oakmark / Harris Associates Bill Nygren 0.7% $519.0M 2026-03-31
Ariel Investments John Rogers 0.4% $31.6M 2026-03-31
Yacktman Asset Management Stephen Yacktman 0.2% $14.8M 2026-03-31

Recent trading changes over the last 4 quarters

Net buyers 2 Last 4 13F filing periods
Net reducers 2 Last 4 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $165.7M Estimated from net added shares
Reduction amount $26.6M Estimated from net reduced shares
Net share change / base shares +30.5% +2,283,102 / 7,479,269
Oakmark / Harris Associates Bill Nygren 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Major increase Shares 16.7% 13F value change +$34.8M
13F 2025-09-30 Filed 2025-11-14
Minor increase Shares 1.3% 13F value change +$50.8M
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 55.2% 13F value change +$208.2M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -25.3% 13F value change -$210.9M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 6,270,597 Last 4 periods +2,326,137 (+37.1%) Total shares 8,596,734 Value $519.0M
Ariel Investments John Rogers 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Major reduction Shares -57.3% 13F value change -$39.6M
13F 2025-09-30 Filed 2025-11-14
Minor reduction Shares -0.8% 13F value change +$2.2M
13F 2025-12-31 Filed 2026-02-13
Minor increase Shares 1.7% 13F value change -$2.3M
13F 2026-03-31 Filed 2026-05-14
Major increase Shares 29.1% 13F value change +$5.9M
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 941,986 Last 4 periods -418,557 (-44.4%) Total shares 523,429 Value $31.6M
Yacktman Asset Management Stephen Yacktman 4 filing periods
13F 2025-06-30 Filed 2025-08-06
Minor reduction Shares -3.2% 13F value change -$1.9M
13F 2025-09-30 Filed 2025-11-04
Minor reduction Shares -2.0% 13F value change +$1.2M
13F 2025-12-31 Filed 2026-02-03
Minor reduction Shares -7.6% 13F value change -$3.0M
13F 2026-03-31 Filed 2026-05-01
Minor increase Shares 4.6% 13F value change -$66,305
Settlement As of 13F 2026-03-31 · Filed 2026-05-01
Base shares 266,686 Last 4 periods -21,968 (-8.2%) Total shares 244,718 Value $14.8M
Gotham Asset Management Joel Greenblatt 4 filing periods
13F 2025-03-31 Filed 2025-05-15
New Shares - 13F value change +$24.3M
13F 2025-06-30 Filed 2025-08-14
Major reduction Shares -27.1% 13F value change -$7.9M
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 37.6% 13F value change +$8.3M
13F 2025-12-31 Filed 2026-02-17
Minor increase Shares 13.5% 13F value change +$574,630
Settlement As of 13F 2025-12-31 · Filed 2026-02-17
Base shares 0 Last 4 periods +397,490 (New) Total shares 397,490 Value $25.2M

Recent mentions

No public mentions.