Hill City Capital, LP
28 holdingsFiling period: 2026-06-30Current AUM: $2.84Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | MTZ | MASTEC INC | 2.15M | $896.6M | $479.9M | 16.90% | -- | 2026-06-30 |
| 2 | FSLR | FIRST SOLAR INC | 2.63M | $620.1M | $531.8M | 18.73% | +450.6K | 2026-06-30 |
| 3 | DY | DYCOM INDS INC | 1.01M | $510.5M | $285.1M | 10.04% | -- | 2026-06-30 |
| 4 | STM | STMICROELECTRONICS N V | 3.10M | $232.2M | $148.6M | 5.23% | +800.0K | 2026-06-30 |
| 5 | IP | INTERNATIONAL PAPER CO | 5.10M | $194.3M | $173.3M | 6.11% | +900.0K | 2026-06-30 |
| 6 | GVA | GRANITE CONSTR INC | 1.11M | $175.5M | $126.6M | 4.46% | +200 | 2026-06-30 |
| 7 | — | JAMES HARDIE INDS PLC | 5.72M | $149.9M | $149.9M | 5.28% | +102.2K | 2026-06-30 |
| 8 | BA | BOEING CO | 621.6K | $134.6M | $130.3M | 4.59% | +70.1K | 2026-06-30 |
| 9 | CX | CEMEX SA EURO MTN BE 144A | 10.80M | $129.6M | $110.1M | 3.88% | -- | 2026-06-30 |
| 10 | CTRI | CENTURI HOLDINGS INC | 4.03M | $121.9M | $76.9M | 2.71% | -- | 2026-06-30 |
| 11 | — | CRH PLC | 1.11M | $118.4M | $118.4M | 4.17% | +30.0K | 2026-06-30 |
| 12 | ARRY | ARRAY TECHNOLOGIES INC | 12.89M | $95.5M | $56.5M | 1.99% | -- | 2026-06-30 |
| 13 | WMS | ADVANCED DRAIN SYS INC DEL | 480.0K | $75.3M | $61.1M | 2.15% | +110.0K | 2026-06-30 |
| 14 | ATKR | ATKORE INC | 724.1K | $55.1M | $68.5M | 2.41% | -4,100 | 2026-06-30 |
| 15 | LFUS | LITTELFUSE INC | 120.0K | $54.6M | $47.5M | 1.67% | -- | 2026-06-30 |
| 16 | BWA | BORGWARNER INC | 802.2K | $53.3M | $50.1M | 1.77% | -- | 2026-06-30 |
| 17 | CNM | CORE & MAIN INC | 1.03M | $49.6M | $42.3M | 1.49% | +161.1K | 2026-06-30 |
| 18 | ATS | ATS CORPORATION | 1.65M | $47.5M | $31.6M | 1.11% | -- | 2026-06-30 |
| 19 | WOLF | WOLFSPEED INC | 935.0K | $45.1M | $22.5M | 0.79% | +50.0K | 2026-06-30 |
| 20 | ENS | ENERSYS | 190.0K | $44.4M | $32.4M | 1.14% | -- | 2026-06-30 |
| 21 | TREX | TREX INC | 550.0K | $27.5M | $24.0M | 0.85% | -- | 2026-06-30 |
| 22 | WBI | WATERBRIDGE INFRASTRUCTURE L | 700.0K | $24.0M | $22.1M | 0.78% | -- | 2026-06-30 |
| 23 | TFII | TFI INTERNATIONAL INC | 145.0K | $20.8M | $19.3M | 0.68% | -- | 2026-06-30 |
| 24 | GTX | GARRETT MOTION INC | 500.0K | $18.1M | $12.8M | 0.45% | -- | 2026-06-30 |
| 25 | — | DPC HOLDINGS PLC | 200.0K | $9.8M | $9.8M | 0.35% | -- | 2026-06-30 |
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