Hill City Capital, LP 13F Holdings

CIK 0001837343 · BOSTON, MA

As of Sep 30, 2025, Hill City Capital, LP reported 22 positions worth $2.4B in its SEC Form 13F filing.

Top 22 holdings

SecurityTickerSectorSharesValue% of portfolio
FIRST SOLAR INCFSLRTechnology2,090,000$460.9M19.49%
MASTEC INCMTZIndustrials2,155,000$458.6M19.39%
DYCOM INDUSTRIES INCDYIndustrials1,009,784$294.6M12.46%
CRH PUBLIC LTD COCRHBasic Materials1,046,000 25.4M5.30%
GRANITE CONSTRUCTION INCGVAIndustrials1,110,048 21.7M5.15%
ARRAY TECHNOLOGIES INCARRYTechnology12,891,300 05.1M4.44%
SPIRIT AEROSYSTEMS HOLDINGS INCSPRIndustrials2,652,093 02.4M4.33%
CEMEX SAB DE CVCXBasic Materials10,802,750$97.1M4.11%
INTERNATIONAL PAPER COIPConsumer Cyclical2,030,000$94.2M3.98%
CENTURI HOLDINGS INCCTRIUtilities3,830,000$81.1M3.43%
James Hardie Industries Plc - US ADR——4,218,500$81.0M3.43%
3M COMMMIndustrials370,000$57.4M2.43%
ENERSYSENSIndustrials467,500$52.8M2.23%
ATKORE INCATKRIndustrials728,206$45.7M1.93%
ATS CORPATSIndustrials1,649,857$43.2M1.83%
CORE & MAIN INCCNMIndustrials775,500$41.7M1.77%
BUILDERS FIRSTSOURCE INCBLDRBasic Materials240,000$29.1M1.23%
ADVANCED DRAINAGE SYSTEMS INCWMSBasic Materials150,000$20.8M0.88%
WATERBRIDGE INFRASTRUCTURE LWBIEnergy700,000 7.7M0.75%
SITEONE LANDSCAPE SUPPLY INCSITEIndustrials100,250 2.9M0.55%
TFI INTERNATIONAL INCTFIIIndustrials145,000 2.8M0.54%
SABRE CORPSABRIndustrials4,667,000$8.5M0.36%