Strong Volume Growth and Intact Pricing Lifted Masco Corporation (MAS) in Q2

Broyhill Asset Management's Q2 2026 investor letter revealed that Masco Corporation (NYSE:MAS) achieved the highest performance among their portfolio holdings, with a 37% increase. The letter, available for download, observed that the quarter was driven by volume growth and intact pricing in the plumbing sector. Masco Corporation's management increased their topline outlook, repurchased stock by repaying delayed-draw leverage, and expanded their buyback guide to $800 million against a $2 billion authorization.

The letter also noted that Masco Corporation was not among the top 40 most popular stocks among hedge funds, but 46 hedge funds held the company at the end of the second quarter.