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Hill City Capital, LP
Period ended Jun 30, 2026 · Latest filing Aug 17, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $4,282,363,364
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- MASTEC INC · COM · 576323109 · shares: $896,609,300
- FIRST SOLAR INC · COM · 336433107 · shares: $620,133,555
- DYCOM INDS INC · COM · 267475101 · shares: $510,536,693
- DPC HOLDINGS PLC · ORDINARY SHARES · G2R11M108 · shares: $377,448,261
- STMICROELECTRONICS N V · NY REGISTRY · 861012102 · shares: $232,159,000
- INTERNATIONAL PAPER CO · COM · 460146103 · shares: $194,310,000
- GRANITE CONSTR INC · COM · 387328107 · shares: $175,508,004
- JAMES HARDIE INDS PLC · ORD SHS · G4253H101 · shares: $149,851,702
- BOEING CO · COM · 097023105 · shares: $134,554,072
- CEMEX SA EURO MTN BE 144A · SPON ADR NEW · 151290889 · shares: $129,633,000
Reported holdings
28 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| MASTEC INC | COM | 576323109 | — | 2,155,000 shares | $896,609,300 |
| FIRST SOLAR INC | COM | 336433107 | — | 2,628,130 shares | $620,133,555 |
| DYCOM INDS INC | COM | 267475101 | — | 1,009,784 shares | $510,536,693 |
| DPC HOLDINGS PLC | ORDINARY SHARES | G2R11M108 | — | 7,693,605 shares | $377,448,261 |
| STMICROELECTRONICS N V | NY REGISTRY | 861012102 | — | 3,100,000 shares | $232,159,000 |
| INTERNATIONAL PAPER CO | COM | 460146103 | — | 5,100,000 shares | $194,310,000 |
| GRANITE CONSTR INC | COM | 387328107 | — | 1,110,248 shares | $175,508,004 |
| JAMES HARDIE INDS PLC | ORD SHS | G4253H101 | — | 5,723,900 shares | $149,851,702 |
| BOEING CO | COM | 097023105 | — | 621,583 shares | $134,554,072 |
| CEMEX SA EURO MTN BE 144A | SPON ADR NEW | 151290889 | — | 10,802,750 shares | $129,633,000 |
| CENTURI HOLDINGS INC | COM SHS | 155923105 | — | 4,030,000 shares | $121,867,200 |
| CRH PLC | ORD | G25508105 | — | 1,106,400 shares | $118,384,800 |
| ARRAY TECHNOLOGIES INC | COM SHS | 04271T100 | — | 12,891,300 shares | $95,524,533 |
| ADVANCED DRAIN SYS INC DEL | COM | 00790R104 | — | 480,000 shares | $75,340,800 |
| ATKORE INC | COM | 047649108 | — | 724,106 shares | $55,061,020 |
| LITTELFUSE INC | COM | 537008104 | — | 120,000 shares | $54,639,600 |
| BORGWARNER INC | COM | 099724106 | — | 802,170 shares | $53,264,088 |
| CORE & MAIN INC | CL A | 21874C102 | — | 1,028,650 shares | $49,632,363 |
| ATS CORPORATION | COM | 00217Y104 | — | 1,649,857 shares | $47,482,884 |
| WOLFSPEED INC | COMMON STOCK | 97785W106 | — | 935,000 shares | $45,113,750 |
| ENERSYS | COM | 29275Y102 | — | 190,000 shares | $44,425,800 |
| TREX INC | COM | 89531P105 | — | 550,000 shares | $27,522,000 |
| WATERBRIDGE INFRASTRUCTURE L | CL A SHS REPSTG | 940923105 | — | 700,000 shares | $23,989,000 |
| TFI INTERNATIONAL INC | COM | 87241L109 | — | 145,000 shares | $20,817,650 |
| GARRETT MOTION INC | COM | 366505105 | — | 500,000 shares | $18,115,000 |
| SOLV ENERGY INC | COM SHS CL A | 78475V103 | — | 250,000 shares | $8,512,500 |
| EROCK INC | CL A COM | 296013105 | — | 110,000 shares | $1,595,000 |
| SITEONE LANDSCAPE SUPPLY INC | COM | 82982L103 | — | 2,900 shares | $331,789 |