13F HOLDINGS REPORT
Hill City Capital, LP
Quarter ended Q1 2025 · Filed May 14, 2025 · Accession 0001837343-25-000004
Total Value
$1.34B
Positions
17
Other Managers
0
Confidential Omitted
No
Holdings (17)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MASTEC INC | MTZ | 2,145,000 | $250.3M | 18.64% |
| 2 | SPIRIT AEROSYSTEMS HLDGS INC | 848574109 | 5,975,000 | $205.9M | 15.33% |
| 3 | FIRST SOLAR INC | FSLR | 1,355,000 | $171.3M | 12.75% |
| 4 | DYCOM INDS INC | 267475101 | 969,784 | $147.7M | 11.00% |
| 5 | CRH PLC | CRH | 1,097,000 | $96.5M | 7.18% |
| 6 | INTERNATIONAL PAPER CO | 460146103 | 1,800,000 | $96.0M | 7.15% |
| 7 | GRANITE CONSTR INC | GVA | 1,060,048 | $79.9M | 5.95% |
| 8 | ARRAY TECHNOLOGIES INC | ARRY | 14,265,335 | $69.5M | 5.17% |
| 9 | 3M CO | MMM | 370,000 | $54.3M | 4.05% |
| 10 | CORE & MAIN INC | CNM | 774,200 | $37.4M | 2.78% |
| 11 | ATS CORP | ATS | 1,299,857 | $32.4M | 2.41% |
| 12 | BUILDERS FIRSTSOURCE INC | BLDR | 240,000 | $30.0M | 2.23% |
| 13 | ENERSYS | ENS | 317,500 | $29.1M | 2.16% |
| 14 | WEX INC | WEX | 85,000 | $13.3M | 0.99% |
| 15 | SABRE CORP | SABR | 4,667,000 | $13.1M | 0.98% |
| 16 | TFI INTERNATIONAL INC | 87241L109 | 145,000 | $11.2M | 0.84% |
| 17 | SITEONE LANDSCAPE SUPPLY INC | SITE | 42,250 | $5.1M | 0.38% |