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Hill City Capital, LP 13F holdings

Filed 2026-08-17 · Hill City Capital, LP · 28 positions · $4.3B

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TickerCompanySharesValue% of portfolio
MTZMASTEC INC2.2M$896.6M20.9%
FSLRFIRST SOLAR INC2.6M$620.1M14.5%
DYDYCOM INDS INC1.0M$510.5M11.9%
—DPC HOLDINGS PLC7.7M$377.4M8.8%
STMSTMICROELECTRONICS N V3.1M$232.2M5.4%
IPINTERNATIONAL PAPER CO5.1M$194.3M4.5%
GVAGRANITE CONSTR INC1.1M$175.5M4.1%
—JAMES HARDIE INDS PLC5.7M$149.9M3.5%
BABOEING CO621.6K$134.6M3.1%
CXCEMEX SA EURO MTN BE 144A10.8M$129.6M3.0%
CTRICENTURI HOLDINGS INC4.0M$121.9M2.8%
CRHCRH PLC1.1M$118.4M2.8%
ARRYARRAY TECHNOLOGIES INC12.9M$95.5M2.2%
WMSADVANCED DRAIN SYS INC DEL480.0K$75.3M1.8%
ATKRATKORE INC724.1K$55.1M1.3%
LFUSLITTELFUSE INC120.0K$54.6M1.3%
BWABORGWARNER INC802.2K$53.3M1.2%
CNMCORE & MAIN INC1.0M$49.6M1.2%
ATSATS CORPORATION1.6M$47.5M1.1%
WOLFWOLFSPEED INC935.0K$45.1M1.1%
ENSENERSYS190.0K$44.4M1.0%
TREXTREX INC550.0K$27.5M0.6%
WBIWATERBRIDGE INFRASTRUCTURE L700.0K$24.0M0.6%
TFIITFI INTERNATIONAL INC145.0K$20.8M0.5%
GTXGARRETT MOTION INC500.0K$18.1M0.4%
MWHSOLV ENERGY INC250.0K$8.5M0.2%
EROCEROCK INC110.0K$1.6M0.0%
SITESITEONE LANDSCAPE SUPPLY INC2.9K$331,7890.0%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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