Universe · entity
Hill City Capital, LP
Institutional manager (13F) · CIK 1837343
13F holdings · as of 2026-03-31 · top 23 · reported portfolio $2.8B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | MASTEC INC | $693M | 2,155,000 |
| 2 | FIRST SOLAR INC | $430M | 2,177,540 |
| 3 | DYCOM INDS INC | $342M | 1,009,784 |
| 4 | INTERNATIONAL PAPER CO | $150M | 4,200,000 |
| 5 | GRANITE CONSTR INC | $133M | 1,110,048 |
| 6 | CEMEX SA EURO MTN BE 144A | $124M | 10,802,750 |
| 7 | CENTURI HOLDINGS INC | $118M | 4,030,000 |
| 8 | CRH PLC | $113M | 1,076,400 |
| 9 | BOEING CO | $110M | 551,483 |
| 10 | JAMES HARDIE INDS PLC | $106M | 5,621,700 |
| 11 | ARRAY TECHNOLOGIES INC | $93M | 12,891,300 |
| 12 | STMICROELECTRONICS N V | $79M | 2,300,000 |
| 13 | ADVANCED DRAIN SYS INC DEL | $51M | 370,000 |
| 14 | ATS CORP | $47M | 1,649,857 |
| 15 | ATKORE INC | $43M | 728,206 |
| 16 | CORE & MAIN INC | $43M | 867,600 |
| 17 | ENERSYS | $33M | 190,000 |
| 18 | TREX INC | $20M | 550,000 |
| 19 | WATERBRIDGE INFRASTRUCTURE L | $19M | 700,000 |
| 20 | TFI INTL INC | $16M | 145,000 |
| 21 | EQUIPMENTSHARE COM INC | $15M | 750,000 |
| 22 | WOLFSPEED INC | $14M | 885,000 |
| 23 | SOLV ENERGY INC | $8M | 250,000 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.