# Hill City Capital, LP: Form 13F holdings

An institutional investment manager in BOSTON, MA. SEC CIK 1837343.

- Quarter ended: 2026-06-30
- Filed: 2026-08-17
- Reported value: $4.28bn
- Positions: 28 (28 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1837343/000183734326000007/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [MASTEC INC (MTZ)](/companies/mtz.md) | COM | $896.6m | 20.9% | 2,155,000 |  | Unchanged |
| [FIRST SOLAR INC (FSLR)](/companies/fslr.md) | COM | $620.1m | 14.5% | 2,628,130 |  | Added +450,590 |
| [DYCOM INDS INC (DY)](/companies/dy.md) | COM | $510.5m | 11.9% | 1,009,784 |  | Unchanged |
| DPC HOLDINGS PLC | ORDINARY SHARES | $377.4m | 8.8% | 7,693,605 |  | New +7,693,605 |
| [STMICROELECTRONICS N V (STM)](/companies/stm.md) | NY REGISTRY | $232.2m | 5.4% | 3,100,000 |  | Added +800,000 |
| [INTERNATIONAL PAPER CO (IP)](/companies/ip.md) | COM | $194.3m | 4.5% | 5,100,000 |  | Added +900,000 |
| [GRANITE CONSTR INC (GVA)](/companies/gva.md) | COM | $175.5m | 4.1% | 1,110,248 |  | Added +200 |
| JAMES HARDIE INDS PLC | ORD SHS | $149.9m | 3.5% | 5,723,900 |  | Added +102,200 |
| [BOEING CO (BA)](/companies/ba.md) | COM | $134.6m | 3.1% | 621,583 |  | Added +70,100 |
| [CEMEX SA EURO MTN BE 144A (CX)](/companies/cx.md) | SPON ADR NEW | $129.6m | 3.0% | 10,802,750 |  | Unchanged |
| [CENTURI HOLDINGS INC (CTRI)](/companies/ctri.md) | COM SHS | $121.9m | 2.8% | 4,030,000 |  | Unchanged |
| CRH PLC | ORD | $118.4m | 2.8% | 1,106,400 |  | Added +30,000 |
| [ARRAY TECHNOLOGIES INC (ARRY)](/companies/arry.md) | COM SHS | $95.5m | 2.2% | 12,891,300 |  | Unchanged |
| [ADVANCED DRAIN SYS INC DEL (WMS)](/companies/wms.md) | COM | $75.3m | 1.8% | 480,000 |  | Added +110,000 |
| ATKORE INC | COM | $55.1m | 1.3% | 724,106 |  | Reduced −4,100 |
| [LITTELFUSE INC (LFUS)](/companies/lfus.md) | COM | $54.6m | 1.3% | 120,000 |  | New +120,000 |
| [BORGWARNER INC (BWA)](/companies/bwa.md) | COM | $53.3m | 1.2% | 802,170 |  | New +802,170 |
| [CORE & MAIN INC (CNM)](/companies/cnm.md) | CL A | $49.6m | 1.2% | 1,028,650 |  | Added +161,050 |
| [ATS CORPORATION (ATS)](/companies/ats.md) | COM | $47.5m | 1.1% | 1,649,857 |  | Unchanged |
| [WOLFSPEED INC (WOLF)](/companies/wolf.md) | COMMON STOCK | $45.1m | 1.1% | 935,000 |  | Added +50,000 |
| [ENERSYS (ENS)](/companies/ens.md) | COM | $44.4m | 1.0% | 190,000 |  | Unchanged |
| [TREX INC (TREX)](/companies/trex.md) | COM | $27.5m | 0.6% | 550,000 |  | Unchanged |
| [WATERBRIDGE INFRASTRUCTURE L (WBI)](/companies/wbi.md) | CL A SHS REPSTG | $24.0m | 0.6% | 700,000 |  | Unchanged |
| [TFI INTERNATIONAL INC (TFII)](/companies/tfii.md) | COM | $20.8m | 0.5% | 145,000 |  | Unchanged |
| [GARRETT MOTION INC (GTX)](/companies/gtx.md) | COM | $18.1m | 0.4% | 500,000 |  | New +500,000 |
| [SOLV ENERGY INC (MWH)](/companies/mwh.md) | COM SHS CL A | $8.5m | 0.2% | 250,000 |  | Unchanged |
| [EROCK INC (EROC)](/companies/eroc.md) | CL A COM | $1.6m | <0.1% | 110,000 |  | New +110,000 |
| [SITEONE LANDSCAPE SUPPLY INC (SITE)](/companies/site.md) | COM | $331.8k | <0.1% | 2,900 |  | New +2,900 |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [EQUIPMENTSHARE COM INC (EQPT)](/companies/eqpt.md) | COM CL A | $0 | 0.0% | 0 |  | Sold out −750,000 |

Source: SEC EDGAR, Form 13F-HR, accession 0001837343-26-000007. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.