13F HOLDINGS REPORT
Hill City Capital, LP
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001837343-25-000005
Total Value
$2.02B
Positions
20
Other Managers
0
Confidential Omitted
No
Holdings (20)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MASTEC INC | MTZ | 2,155,000 | $367.3M | 18.16% |
| 2 | FIRST SOLAR INC | FSLR | 2,150,000 | $355.9M | 17.60% |
| 3 | DYCOM INDS INC | 267475101 | 1,009,784 | $246.8M | 12.21% |
| 4 | FIRST SOLAR INC | FSLR | 990,000 | $163.9M | 8.11% |
| 5 | SPIRIT AEROSYSTEMS HLDGS INC | 848574109 | 3,949,299 | $150.7M | 7.45% |
| 6 | GRANITE CONSTR INC | GVA | 1,110,548 | $103.8M | 5.14% |
| 7 | CRH PLC | CRH | 1,097,000 | $100.7M | 4.98% |
| 8 | INTERNATIONAL PAPER CO | 460146103 | 1,930,000 | $90.4M | 4.47% |
| 9 | ARRAY TECHNOLOGIES INC | ARRY | 14,265,335 | $84.2M | 4.16% |
| 10 | CENTURI HOLDINGS INC | CTRI | 3,030,000 | $68.0M | 3.36% |
| 11 | 3M CO | MMM | 370,000 | $56.3M | 2.79% |
| 12 | CORE & MAIN INC | CNM | 774,200 | $46.7M | 2.31% |
| 13 | ATS CORP | ATS | 1,224,857 | $39.0M | 1.93% |
| 14 | ENERSYS | ENS | 447,500 | $38.4M | 1.90% |
| 15 | CEMEX SAB DE CV | CXMSF | 4,252,500 | $29.5M | 1.46% |
| 16 | BUILDERS FIRSTSOURCE INC | BLDR | 240,000 | $28.0M | 1.39% |
| 17 | SABRE CORP | SABR | 4,667,000 | $14.7M | 0.73% |
| 18 | TFI INTERNATIONAL INC | 87241L109 | 145,000 | $13.0M | 0.64% |
| 19 | WEX INC | WEX | 85,000 | $12.5M | 0.62% |
| 20 | SITEONE LANDSCAPE SUPPLY INC | SITE | 100,250 | $12.1M | 0.60% |