EdgeMarket › What Hill City Capital, Lp reported owning
What Hill City Capital, Lp reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
2.8BPositions
23Quarter
2026-03-31Shown below
23largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| MTZ MASTEC INC | 693.3M | 24.8% | 2.2M | 266.26 | +54.3% |
| FSLR FIRST SOLAR, INC. | 429.5M | 15.3% | 2.2M | 214.28 | +3.8% |
| DY DYCOM INDUSTRIES INC | 342.1M | 12.2% | 1.0M | 392.95 | +52.7% |
| IP INTERNATIONAL PAPER CO /NEW/ | 149.9M | 5.4% | 4.2M | 41.49 | -11.7% |
| GVA GRANITE CONSTRUCTION INC | 133.1M | 4.8% | 1.1M | 123.74 | +13.0% |
| CX CEMEX SAB DE CV | 123.6M | 4.4% | 10.8M | 11.11 | +28.4% |
| CTRI Centuri Holdings, Inc. | 117.7M | 4.2% | 4.0M | 21.36 | +7.2% |
| CRH CRH PUBLIC LTD CO | 113.2M | 4.0% | 1.1M | 95.07 | -14.2% |
| BA BOEING CO | 109.8M | 3.9% | 551.5K | 214.20 | -5.1% |
| JHX James Hardie Industries plc | 106.5M | 3.8% | 5.6M | 30.43 | +63.3% |
| ARRY Array Technologies, Inc. | 93.2M | 3.3% | 12.9M | 4.69 | -47.5% |
| STM STMicroelectronics N.V. | 79.5M | 2.8% | 2.3M | 50.56 | +94.5% |
| WMS ADVANCED DRAINAGE SYSTEMS, INC. | 50.7M | 1.8% | 370.0K | 143.73 | +1.4% |
| ATS ATS Corp /ATS | 46.5M | 1.7% | 1.6M | 19.74 | -26.6% |
| ATKR Atkore Inc. | 42.9M | 1.5% | 728.2K | 93.60 | +65.1% |
| CNM Core & Main, Inc. | 42.9M | 1.5% | 867.6K | 44.88 | -29.8% |
| ENS EnerSys | 33.0M | 1.2% | 190.0K | 189.76 | +94.4% |
| TREX TREX CO INC | 20.0M | 0.7% | 550.0K | 46.83 | -24.1% |
| WBI WaterBridge Infrastructure LLC | 18.8M | 0.7% | 700.0K | 31.70 | — |
| TFII TFI International Inc. | 15.8M | 0.6% | 145.0K | 141.35 | +56.5% |
| EQPT EquipmentShare.com Inc | 15.3M | 0.5% | 750.0K | 18.51 | — |
| WOLF WOLFSPEED, INC. | 14.4M | 0.5% | 885.0K | 25.76 | +1727.0% |
| MWH SOLV Energy, Inc. | 7.5M | 0.3% | 250.0K | 28.34 | — |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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