Institutions / Hill City Capital, LP
Hill City Capital, LP
CIK 1837343 · Institution · as of Dec 31, 2025
Portfolio value
$2.65B
Positions
23
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| First Solar Inc | $546.07M | 20.6% |
| Mastec Inc | $468.43M | 17.7% |
| Dycom Industries Inc | $341.21M | 12.9% |
| Crh Public Ltd Co | $130.54M | 4.9% |
| Granite Construction Inc | $128.04M | 4.8% |
| Cemex Sab de CvCX | $124.12M | 4.7% |
| Array Technologies Inc | $118.86M | 4.5% |
| The Boeing Company | $112.57M | 4.2% |
| James Hardie Industries PLC | $106.24M | 4.0% |
| Centuri Holdings, Inc. | $101.76M | 3.8% |
| International Paper Co /New | $95.72M | 3.6% |
| EnerSys | $68.61M | 2.6% |
| 3M Co | $59.24M | 2.2% |
| Atkore Inc. | $46.06M | 1.7% |
| ATS Corp /ATS | $45.44M | 1.7% |
| Core & Main, Inc. | $41.42M | 1.6% |
| Builders FirstSource Inc | $24.69M | 0.9% |
| Advanced Drainage Systems, Inc. | $23.17M | 0.9% |
| Trex Co Inc | $19.36M | 0.7% |
| Tfi Intl Inc | $14.99M | 0.6% |
| WaterBridge Infrastructure LLC | $14.01M | 0.5% |
| SiteOne Landscape Supply, Inc. | $12.36M | 0.5% |
| Sabre Corp | $6.35M | 0.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.