13F HOLDINGS REPORT
Hill City Capital, LP
Quarter ended Q3 2025 · Filed November 13, 2025 · Accession 0001837343-25-000009
Total Value
$2.36B
Positions
22
Other Managers
0
Confidential Omitted
No
Holdings (22)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | FIRST SOLAR INC | FSLR | 2,090,000 | $460.9M | 19.49% |
| 2 | MASTEC INC | MTZ | 2,155,000 | $458.6M | 19.39% |
| 3 | DYCOM INDS INC | 267475101 | 1,009,784 | $294.6M | 12.46% |
| 4 | CRH PLC | CRH | 1,046,000 | $125.4M | 5.30% |
| 5 | GRANITE CONSTR INC | GVA | 1,110,048 | $121.7M | 5.15% |
| 6 | ARRAY TECHNOLOGIES INC | ARRY | 12,891,300 | $105.1M | 4.44% |
| 7 | SPIRIT AEROSYSTEMS HLDGS INC | 848574109 | 2,652,093 | $102.4M | 4.33% |
| 8 | CEMEX SAB DE CV | CXMSF | 10,802,750 | $97.1M | 4.11% |
| 9 | INTERNATIONAL PAPER CO | 460146103 | 2,030,000 | $94.2M | 3.98% |
| 10 | CENTURI HOLDINGS INC | CTRI | 3,830,000 | $81.1M | 3.43% |
| 11 | JAMES HARDIE INDS PLC | G4253H101 | 4,218,500 | $81.0M | 3.43% |
| 12 | 3M CO | MMM | 370,000 | $57.4M | 2.43% |
| 13 | ENERSYS | ENS | 467,500 | $52.8M | 2.23% |
| 14 | ATKORE INC | ATKR | 728,206 | $45.7M | 1.93% |
| 15 | ATS CORPORATION | ATS | 1,649,857 | $43.2M | 1.83% |
| 16 | CORE & MAIN INC | CNM | 775,500 | $41.7M | 1.77% |
| 17 | BUILDERS FIRSTSOURCE INC | BLDR | 240,000 | $29.1M | 1.23% |
| 18 | ADVANCED DRAIN SYS INC DEL | 00790R104 | 150,000 | $20.8M | 0.88% |
| 19 | WATERBRIDGE INFRASTRUCTURE L | WBI | 700,000 | $17.7M | 0.75% |
| 20 | SITEONE LANDSCAPE SUPPLY INC | SITE | 100,250 | $12.9M | 0.55% |
| 21 | TFI INTL INC | 87241L109 | 145,000 | $12.8M | 0.54% |
| 22 | SABRE CORP | SABR | 4,667,000 | $8.5M | 0.36% |