Hill City Capital, LP
An institutional investment manager in BOSTON, MA. Its Form 13F for the quarter ended Jun 30, 2026, filed Aug 17, 2026. SEC CIK 1837343.
- Reported value$4.28bn
- Positions28
Holdings: 28 positions
The filing on sec.govAs filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31.
| Issuer | Class | CUSIP | Reported value$m | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Mastec IncMTZ | COM | 576323109 | 897 | 20.9% | 2,155,000 | Unchanged | |
| First Solar IncFSLR | COM | 336433107 | 620 | 14.5% | 2,628,130 | Added+450,590 | |
| Dycom Inds IncDY | COM | 267475101 | 511 | 11.9% | 1,009,784 | Unchanged | |
| DPC Holdings plc | ORDINARY SHARES | G2R11M108 | 377 | 8.8% | 7,693,605 | New+7,693,605 | |
| Stmicroelectronics N VSTM | NY REGISTRY | 861012102 | 232 | 5.4% | 3,100,000 | Added+800,000 | |
| International Paper CoIP | COM | 460146103 | 194 | 4.5% | 5,100,000 | Added+900,000 | |
| Granite Constr IncGVA | COM | 387328107 | 176 | 4.1% | 1,110,248 | Added+200 | |
| James Hardie Inds plc | ORD SHS | G4253H101 | 150 | 3.5% | 5,723,900 | Added+102,200 | |
| Boeing CoBA | COM | 097023105 | 135 | 3.1% | 621,583 | Added+70,100 | |
| Cemex SA Euro MTN Be 144ACX | SPON ADR NEW | 151290889 | 130 | 3.0% | 10,802,750 | Unchanged | |
| Centuri Holdings IncCTRI | COM SHS | 155923105 | 122 | 2.8% | 4,030,000 | Unchanged | |
| CRH plc | ORD | G25508105 | 118 | 2.8% | 1,106,400 | Added+30,000 | |
| Array Technologies IncARRY | COM SHS | 04271T100 | 95.5 | 2.2% | 12,891,300 | Unchanged | |
| Advanced Drain Sys Inc DelWMS | COM | 00790R104 | 75.3 | 1.8% | 480,000 | Added+110,000 | |
| Atkore Inc | COM | 047649108 | 55.1 | 1.3% | 724,106 | Reduced−4,100 | |
| Littelfuse IncLFUS | COM | 537008104 | 54.6 | 1.3% | 120,000 | New+120,000 | |
| Borgwarner IncBWA | COM | 099724106 | 53.3 | 1.2% | 802,170 | New+802,170 | |
| Core & Main IncCNM | CL A | 21874C102 | 49.6 | 1.2% | 1,028,650 | Added+161,050 | |
| ATS CorporationATS | COM | 00217Y104 | 47.5 | 1.1% | 1,649,857 | Unchanged | |
| Wolfspeed IncWOLF | COMMON STOCK | 97785W106 | 45.1 | 1.1% | 935,000 | Added+50,000 | |
| EnersysENS | COM | 29275Y102 | 44.4 | 1.0% | 190,000 | Unchanged | |
| Trex IncTREX | COM | 89531P105 | 27.5 | 0.6% | 550,000 | Unchanged | |
| Waterbridge Infrastructure LWBI | CL A SHS REPSTG | 940923105 | 24.0 | 0.6% | 700,000 | Unchanged | |
| TFI International IncTFII | COM | 87241L109 | 20.8 | 0.5% | 145,000 | Unchanged | |
| Garrett Motion IncGTX | COM | 366505105 | 18.1 | 0.4% | 500,000 | New+500,000 | |
| Solv Energy IncMWH | COM SHS CL A | 78475V103 | 8.5 | 0.2% | 250,000 | Unchanged | |
| Erock IncEROC | CL A COM | 296013105 | 1.6 | <0.1% | 110,000 | New+110,000 | |
| Siteone Landscape Supply IncSITE | COM | 82982L103 | 0.3 | <0.1% | 2,900 | New+2,900 |
Sold out: 1 position
Held at the end of the quarter before and not reported this quarter.
| Issuer | Class | CUSIP | Reported value$ | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Equipmentshare Com IncEQPT | COM CL A | 29445S100 | 0.0 | 0.0% | 0 | Sold out−750,000 |
Source: SEC EDGAR, Form 13F-HR, accession 0001837343-26-000007 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.