Hill City Capital, LP
23 holdingsFiling period: 2026-03-31Current AUM: $2.84Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | MTZ | MASTEC INC | 2.15M | $693.3M | $567.0M | 19.99% | -- | 2026-03-31 |
| 2 | FSLR | FIRST SOLAR INC | 2.18M | $429.5M | $459.5M | 16.20% | +87.2K | 2026-03-31 |
| 3 | DY | DYCOM INDS INC | 1.01M | $342.1M | $405.0M | 14.28% | -- | 2026-03-31 |
| 4 | IP | INTERNATIONAL PAPER CO | 4.20M | $149.9M | $171.5M | 6.05% | +1.77M | 2026-03-31 |
| 5 | GVA | GRANITE CONSTR INC | 1.11M | $133.1M | $134.3M | 4.73% | -- | 2026-03-31 |
| 6 | CX | CEMEX SA EURO MTN BE 144A | 10.80M | $123.6M | $127.7M | 4.50% | -- | 2026-03-31 |
| 7 | CTRI | CENTURI HOLDINGS INC | 4.03M | $117.7M | $112.2M | 3.96% | -- | 2026-03-31 |
| 8 | — | CRH PLC | 1.08M | $113.2M | $113.2M | 3.99% | +30.4K | 2026-03-31 |
| 9 | BA | BOEING CO | 551.5K | $109.8M | $119.2M | 4.20% | +33.0K | 2026-03-31 |
| 10 | — | JAMES HARDIE INDS PLC | 5.62M | $106.5M | $106.5M | 3.75% | +501.5K | 2026-03-31 |
| 11 | ARRY | ARRAY TECHNOLOGIES INC | 12.89M | $93.2M | $67.3M | 2.37% | -- | 2026-03-31 |
| 12 | STM | STMICROELECTRONICS N V | 2.30M | $79.5M | $120.5M | 4.25% | -- | 2026-03-31 |
| 13 | WMS | ADVANCED DRAIN SYS INC DEL | 370.0K | $50.7M | $51.2M | 1.81% | +210.0K | 2026-03-31 |
| 14 | ATS | ATS CORP | 1.65M | $46.5M | $44.9M | 1.58% | -- | 2026-03-31 |
| 15 | ATKR | ATKORE INC | 728.2K | $42.9M | $53.1M | 1.87% | -- | 2026-03-31 |
| 16 | CNM | CORE & MAIN INC | 867.6K | $42.9M | $38.1M | 1.35% | +70.6K | 2026-03-31 |
| 17 | ENS | ENERSYS | 190.0K | $33.0M | $35.3M | 1.25% | -277,500 | 2026-03-31 |
| 18 | TREX | TREX INC | 550.0K | $20.0M | $23.8M | 0.84% | -2,000 | 2026-03-31 |
| 19 | WBI | WATERBRIDGE INFRASTRUCTURE L | 700.0K | $18.8M | $24.0M | 0.84% | -- | 2026-03-31 |
| 20 | TFII | TFI INTL INC | 145.0K | $15.8M | $19.6M | 0.69% | -- | 2026-03-31 |
| 21 | EQPT | EQUIPMENTSHARE COM INC | 750.0K | $15.3M | $14.1M | 0.50% | -- | 2026-03-31 |
| 22 | WOLF | WOLFSPEED INC | 885.0K | $14.4M | $20.9M | 0.74% | -- | 2026-03-31 |
| 23 | MWH | SOLV ENERGY INC | 250.0K | $7.5M | $7.1M | 0.25% | -- | 2026-03-31 |
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