Hill City Capital, LP 13F holdings
Hill City Capital, LP reported 28 positions with a total reported value of $8.2B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-17. Top holdings by reported value: MTZ MASTEC INC (21.9%), FSLR FIRST SOLAR INC (15.1%), DYCOM INDS INC (12.5%), STM STMICROELECTRONICS N V (5.7%), IP INTERNATIONAL PAPER CO (4.7%). Against 2026-03-31 it opened 6 new positions and exited 1. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
Email me when Hill City Capital, LP files its 13F
A free account follows up to 10 funds. New 13F filings arrive in your daily or weekly digest. No password and no card.
Top holdings
25 largest of 28 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| MTZ MASTEC INC | 4,310,000 | $1.8B | 21.9% |
| FSLR FIRST SOLAR INC | 5,256,260 | $1.2B | 15.1% |
| DYCOM INDS INC | 2,019,568 | $1.0B | 12.5% |
| STM STMICROELECTRONICS N V | 6,200,000 | $464.3M | 5.7% |
| IP INTERNATIONAL PAPER CO | 10,200,000 | $388.6M | 4.7% |
| DPC DPC HOLDINGS PLC | 7,893,605 | $387.3M | 4.7% |
| GVA GRANITE CONSTR INC | 2,220,496 | $351.0M | 4.3% |
| JHX JAMES HARDIE INDS PLC | 11,447,800 | $299.7M | 3.7% |
| BA BOEING CO | 1,243,166 | $269.1M | 3.3% |
| CEMEX SA EURO MTN BE 144A | 21,605,500 | $259.3M | 3.2% |
| CTRI CENTURI HOLDINGS INC | 8,060,000 | $243.7M | 3.0% |
| CRH PLC | 2,212,800 | $236.8M | 2.9% |
| ARRY ARRAY TECHNOLOGIES INC | 25,782,600 | $191.0M | 2.3% |
| ADVANCED DRAIN SYS INC DEL | 960,000 | $150.7M | 1.8% |
| ATKR ATKORE INC | 1,448,212 | $110.1M | 1.3% |
| LFUS LITTELFUSE INC | 240,000 | $109.3M | 1.3% |
| BWA BORGWARNER INC | 1,604,340 | $106.5M | 1.3% |
| CNM CORE & MAIN INC | 2,057,300 | $99.3M | 1.2% |
| ATS ATS CORPORATION | 3,299,714 | $95.0M | 1.2% |
| WOLF WOLFSPEED INC | 1,870,000 | $90.2M | 1.1% |
| ENS ENERSYS | 380,000 | $88.9M | 1.1% |
| TREX TREX INC | 1,100,000 | $55.0M | 0.7% |
| WBI WATERBRIDGE INFRASTRUCTURE L | 1,400,000 | $48.0M | 0.6% |
| TFII TFI INTERNATIONAL INC | 290,000 | $41.6M | 0.5% |
| GTX GARRETT MOTION INC | 1,000,000 | $36.2M | 0.4% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 6 in all · reported value as of 2026-06-30
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 1 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| EQPT EQUIPMENTSHARE COM INC | 750,000 | $15.3M | 0.5% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| MTZ MASTEC INC | 2,155,000 | 4,310,000 | +100.0% | $1.8B |
| FSLR FIRST SOLAR INC | 2,177,540 | 5,256,260 | +141.4% | $1.2B |
| DYCOM INDS INC | 1,009,784 | 2,019,568 | +100.0% | $1.0B |
| STM STMICROELECTRONICS N V | 2,300,000 | 6,200,000 | +169.6% | $464.3M |
| IP INTERNATIONAL PAPER CO | 4,200,000 | 10,200,000 | +142.9% | $388.6M |
| GVA GRANITE CONSTR INC | 1,110,048 | 2,220,496 | +100.0% | $351.0M |
| JHX JAMES HARDIE INDS PLC | 5,621,700 | 11,447,800 | +103.6% | $299.7M |
| BA BOEING CO | 551,483 | 1,243,166 | +125.4% | $269.1M |
| CEMEX SA EURO MTN BE 144A | 10,802,750 | 21,605,500 | +100.0% | $259.3M |
| CTRI CENTURI HOLDINGS INC | 4,030,000 | 8,060,000 | +100.0% | $243.7M |
| CRH PLC | 1,076,400 | 2,212,800 | +105.6% | $236.8M |
| ARRY ARRAY TECHNOLOGIES INC | 12,891,300 | 25,782,600 | +100.0% | $191.0M |
Decreases
No position was decreased.
CIK 1837343 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
