13F HOLDINGS REPORT
Hill City Capital, LP
Quarter ended Q4 2025 · Filed February 13, 2026 · Accession 0001837343-26-000002
Total Value
$2.65B
Positions
23
Other Managers
0
Confidential Omitted
No
Holdings (23)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | FIRST SOLAR INC | FSLR | 2,090,390 | $546.1M | 20.61% |
| 2 | MASTEC INC | MTZ | 2,155,000 | $468.4M | 17.68% |
| 3 | DYCOM INDS INC | 267475101 | 1,009,784 | $341.2M | 12.88% |
| 4 | CRH PLC | CRH | 1,046,000 | $130.5M | 4.93% |
| 5 | GRANITE CONSTR INC | GVA | 1,110,048 | $128.0M | 4.83% |
| 6 | CEMEX SAB DE CV | CXMSF | 10,802,750 | $124.1M | 4.69% |
| 7 | ARRAY TECHNOLOGIES INC | ARRY | 12,891,300 | $118.9M | 4.49% |
| 8 | BOEING CO | BA-PA | 518,483 | $112.6M | 4.25% |
| 9 | JAMES HARDIE INDS PLC | G4253H101 | 5,120,200 | $106.2M | 4.01% |
| 10 | CENTURI HOLDINGS INC | CTRI | 4,030,000 | $101.8M | 3.84% |
| 11 | INTERNATIONAL PAPER CO | 460146103 | 2,430,000 | $95.7M | 3.61% |
| 12 | ENERSYS | ENS | 467,500 | $68.6M | 2.59% |
| 13 | 3M CO | MMM | 370,000 | $59.2M | 2.24% |
| 14 | ATKORE INC | ATKR | 728,206 | $46.1M | 1.74% |
| 15 | ATS CORP | ATS | 1,649,857 | $45.4M | 1.72% |
| 16 | CORE & MAIN INC | CNM | 797,000 | $41.4M | 1.56% |
| 17 | BUILDERS FIRSTSOURCE INC | BLDR | 240,000 | $24.7M | 0.93% |
| 18 | ADVANCED DRAIN SYS INC DEL | 00790R104 | 160,000 | $23.2M | 0.87% |
| 19 | TREX CO INC | TREX | 552,000 | $19.4M | 0.73% |
| 20 | TFI INTL INC | 87241L109 | 145,000 | $15.0M | 0.57% |
| 21 | WATERBRIDGE INFRASTRUCTURE L | WBI | 700,000 | $14.0M | 0.53% |
| 22 | SITEONE LANDSCAPE SUPPLY INC | SITE | 99,200 | $12.4M | 0.47% |
| 23 | SABRE CORP | SABR | 4,667,000 | $6.3M | 0.24% |