CIK 1837343
Hill City Capital, LP
Institutional 13F holdings & portfolio
Holdings
23
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–23 of 23
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| FSLR | FIRST SOLAR INC | 2.1M | $1M+ | SH |
| MTZ | MASTEC INC | 2.2M | $1M+ | SH |
| DY | DYCOM INDS INC | 1.0M | $1M+ | SH |
| CRH | CRH PLC | 1.0M | $1M+ | SH |
| GVA | GRANITE CONSTR INC | 1.1M | $1M+ | SH |
| CX | CEMEX SAB DE CV | 10.8M | $1M+ | SH |
| ARRY | ARRAY TECHNOLOGIES INC | 12.9M | $1M+ | SH |
| BA | BOEING CO | 518K | $1M+ | SH |
| JHX | JAMES HARDIE INDS PLC | 5.1M | $1M+ | SH |
| CTRI | CENTURI HOLDINGS INC | 4.0M | $1M+ | SH |
| IP | INTERNATIONAL PAPER CO | 2.4M | $1M+ | SH |
| ENS | ENERSYS | 468K | $1M+ | SH |
| MMM | 3M CO | 370K | $1M+ | SH |
| ATKR | ATKORE INC | 728K | $1M+ | SH |
| ATS | ATS CORP | 1.6M | $1M+ | SH |
| CNM | CORE & MAIN INC | 797K | $1M+ | SH |
| BLDR | BUILDERS FIRSTSOURCE INC | 240K | $1M+ | SH |
| WMS | ADVANCED DRAIN SYS INC DEL | 160K | $1M+ | SH |
| TREX | TREX CO INC | 552K | $1M+ | SH |
| TFII | TFI INTL INC | 145K | $1M+ | SH |
| WBI | WATERBRIDGE INFRASTRUCTURE L | 700K | $1M+ | SH |
| SITE | SITEONE LANDSCAPE SUPPLY INC | 99K | $1M+ | SH |
| SABR | SABRE CORP | 4.7M | $1M+ | SH |