Hill City Capital, LP: 13F holdings
CIK 18373432026Q2
| Positions | 28 |
|---|
| Reported value | $4.3bn |
|---|
| Filed | 2026-08-17 |
|---|
Change since last quarter
| Positions | 28 (+5 vs prior quarter) |
|---|
| Reported value | $4.3bn (+53.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| MTZ MASTEC INC | 2,155,000 | $896.6m | 20.9% |
| FSLR FIRST SOLAR INC | 2,628,130 | $620.1m | 14.5% |
| DY DYCOM INDS INC | 1,009,784 | $510.5m | 11.9% |
| DPC HOLDINGS PLC | 7,693,605 | $377.4m | 8.8% |
| STM STMICROELECTRONICS N V | 3,100,000 | $232.2m | 5.4% |
| IP INTERNATIONAL PAPER CO | 5,100,000 | $194.3m | 4.5% |
| GVA GRANITE CONSTR INC | 1,110,248 | $175.5m | 4.1% |
| JHX JAMES HARDIE INDS PLC | 5,723,900 | $149.9m | 3.5% |
| BA BOEING CO | 621,583 | $134.6m | 3.1% |
| CX CEMEX SA EURO MTN BE 144A | 10,802,750 | $129.6m | 3.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1837343")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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