Hill City Capital, LP
28 holdingsFiling period: 2026-06-30Current AUM: $2.57Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | MTZ | Mastec Inc | 2.15M | $896.6M | $380.4M | 14.83% | -- | 2026-06-30 |
| 2 | FSLR | First Solar Inc | 2.63M | $620.1M | $462.2M | 18.02% | +450.6K | 2026-06-30 |
| 3 | DY | Dycom Inds Inc | 1.01M | $510.5M | $232.2M | 9.05% | -- | 2026-06-30 |
| 4 | STM | Stmicroelectronics N V | 3.10M | $232.2M | $150.9M | 5.88% | +800.0K | 2026-06-30 |
| 5 | IP | International Paper Co | 5.10M | $194.3M | $170.2M | 6.64% | +900.0K | 2026-06-30 |
| 6 | GVA | Granite Constr Inc | 1.11M | $175.5M | $122.7M | 4.78% | +200 | 2026-06-30 |
| 7 | — | James Hardie Inds PLC | 5.72M | $149.9M | $149.9M | 5.84% | +102.2K | 2026-06-30 |
| 8 | BA | Boeing Co | 621.6K | $134.6M | $104.5M | 4.08% | +70.1K | 2026-06-30 |
| 9 | CX | Cemex SA Euro Mtn BE 144A | 10.80M | $129.6M | $114.0M | 4.44% | -- | 2026-06-30 |
| 10 | CTRI | Centuri Holdings Inc | 4.03M | $121.9M | $83.2M | 3.24% | -- | 2026-06-30 |
| 11 | — | Crh PLC | 1.11M | $118.4M | $118.4M | 4.62% | +30.0K | 2026-06-30 |
| 12 | ARRY | Array Technologies Inc | 12.89M | $95.5M | $43.7M | 1.70% | -- | 2026-06-30 |
| 13 | WMS | Advanced Drain Sys Inc Del | 480.0K | $75.3M | $62.9M | 2.45% | +110.0K | 2026-06-30 |
| 14 | ATKR | Atkore Inc | 724.1K | $55.1M | $55.1M | 2.15% | -4,100 | 2026-06-30 |
| 15 | LFUS | Littelfuse Inc | 120.0K | $54.6M | $46.0M | 1.79% | -- | 2026-06-30 |
| 16 | BWA | Borgwarner Inc | 802.2K | $53.3M | $44.7M | 1.74% | -- | 2026-06-30 |
| 17 | CNM | Core & Main Inc | 1.03M | $49.6M | $43.6M | 1.70% | +161.1K | 2026-06-30 |
| 18 | ATS | Ats Corporation | 1.65M | $47.5M | $31.3M | 1.22% | -- | 2026-06-30 |
| 19 | WOLF | Wolfspeed Inc | 935.0K | $45.1M | $23.6M | 0.92% | +50.0K | 2026-06-30 |
| 20 | ENS | Enersys | 190.0K | $44.4M | $33.1M | 1.29% | -- | 2026-06-30 |
| 21 | TREX | Trex Inc | 550.0K | $27.5M | $27.4M | 1.07% | -- | 2026-06-30 |
| 22 | WBI | Waterbridge Infrastructure L | 700.0K | $24.0M | $21.0M | 0.82% | -- | 2026-06-30 |
| 23 | TFII | Tfi International Inc | 145.0K | $20.8M | $16.6M | 0.65% | -- | 2026-06-30 |
| 24 | GTX | Garrett Motion Inc | 500.0K | $18.1M | $11.0M | 0.43% | -- | 2026-06-30 |
| 25 | — | Dpc Holdings PLC | 200.0K | $9.8M | $9.8M | 0.38% | -- | 2026-06-30 |
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