13F HOLDINGS REPORT
Hill City Capital, LP
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0001837343-24-000007
Total Value
$1.51B
Positions
22
Other Managers
0
Confidential Omitted
No
Holdings (22)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MASTEC INC | MTZ | 2,130,000 | $262.2M | 17.32% |
| 2 | SPIRIT AEROSYSTEMS HLDGS INC | 848574109 | 5,975,000 | $194.2M | 12.83% |
| 3 | DYCOM INDS INC | 267475101 | 679,784 | $134.0M | 8.85% |
| 4 | FIRST SOLAR INC | FSLR | 460,000 | $114.7M | 7.58% |
| 5 | CRH PLC | CRH | 1,097,000 | $101.7M | 6.72% |
| 6 | ARRAY TECHNOLOGIES INC | ARRY | 14,265,335 | $94.2M | 6.22% |
| 7 | GRANITE CONSTR INC | GVA | 978,938 | $77.6M | 5.13% |
| 8 | TRIUMPH GROUP INC NEW | 896818101 | 5,951,437 | $76.7M | 5.07% |
| 9 | INTERNATIONAL PAPER CO | 460146103 | 1,550,000 | $75.7M | 5.00% |
| 10 | ENERSYS | ENS | 657,500 | $67.1M | 4.43% |
| 11 | BUILDERS FIRSTSOURCE INC | BLDR | 300,000 | $58.2M | 3.84% |
| 12 | 3M CO | MMM | 370,000 | $50.6M | 3.34% |
| 13 | LANDBRIDGE COMPANY LLC | LB | 1,000,000 | $39.1M | 2.58% |
| 14 | ATKORE INC | ATKR | 460,909 | $39.1M | 2.58% |
| 15 | CORE & MAIN INC | CNM | 774,200 | $34.4M | 2.27% |
| 16 | SABRE CORP | SABR | 7,617,000 | $28.0M | 1.85% |
| 17 | TFI INTL INC | 87241L109 | 145,000 | $19.8M | 1.31% |
| 18 | WEX INC | WEX | 85,000 | $17.8M | 1.18% |
| 19 | XPO INC | XPO | 100,000 | $10.8M | 0.71% |
| 20 | ROGERS CORP | ROG | 80,000 | $9.0M | 0.60% |
| 21 | JANUS INTERNATIONAL GROUP IN | JBI | 812,721 | $8.2M | 0.54% |
| 22 | LOAR HOLDINGS INC | LOAR | 15,000 | $1.1M | 0.07% |