13F HOLDINGS REPORT
Hill City Capital, LP
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001837343-25-000002
Total Value
$1.56B
Positions
19
Other Managers
0
Confidential Omitted
No
Holdings (19)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MASTEC INC | MTZ | 2,130,000 | $290.0M | 18.57% |
| 2 | SPIRIT AEROSYSTEMS HLDGS INC | 848574109 | 5,975,000 | $203.6M | 13.04% |
| 3 | FIRST SOLAR INC | FSLR | 850,000 | $149.8M | 9.60% |
| 4 | DYCOM INDS INC | 267475101 | 849,784 | $147.9M | 9.47% |
| 5 | TRIUMPH GROUP INC NEW | 896818101 | 5,951,437 | $111.1M | 7.11% |
| 6 | CRH PLC | CRH | 1,097,000 | $101.5M | 6.50% |
| 7 | GRANITE CONSTR INC | GVA | 1,048,938 | $92.0M | 5.89% |
| 8 | ARRAY TECHNOLOGIES INC | ARRY | 14,265,335 | $86.2M | 5.52% |
| 9 | INTERNATIONAL PAPER CO | 460146103 | 1,550,000 | $83.4M | 5.34% |
| 10 | 3M CO | MMM | 370,000 | $47.8M | 3.06% |
| 11 | CORE & MAIN INC | CNM | 774,200 | $39.4M | 2.52% |
| 12 | ATKORE INC | ATKR | 460,908 | $38.5M | 2.46% |
| 13 | LANDBRIDGE COMPANY LLC | LB | 595,000 | $38.4M | 2.46% |
| 14 | BUILDERS FIRSTSOURCE INC | BLDR | 240,000 | $34.3M | 2.20% |
| 15 | ENERSYS | ENS | 277,500 | $25.6M | 1.64% |
| 16 | SABRE CORP | SABR | 6,617,000 | $24.2M | 1.55% |
| 17 | TFI INTL INC | 87241L109 | 145,000 | $19.6M | 1.25% |
| 18 | WEX INC | WEX | 85,000 | $14.9M | 0.95% |
| 19 | XPO INC | XPO | 100,000 | $13.1M | 0.84% |