Holders — by stockHoldings — by fund
Hill City Capital, LP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001837343
$4.28B
disclosed book value
28
positions
20.9%
largest position share
Positions, as of 2026-06-30
top 28 of 28 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | MTZMASTEC INC | 2.2M | $896.6M | 20.9% |
| 2 | FSLRFIRST SOLAR INC | 2.6M | $620.1M | 14.5% |
| 3 | DYDYCOM INDS INC | 1.0M | $510.5M | 11.9% |
| 4 | DPC HOLDINGS PLC | 7.7M | $377.4M | 8.8% |
| 5 | STMSTMICROELECTRONICS N V | 3.1M | $232.2M | 5.4% |
| 6 | IPINTERNATIONAL PAPER CO | 5.1M | $194.3M | 4.5% |
| 7 | GVAGRANITE CONSTR INC | 1.1M | $175.5M | 4.1% |
| 8 | JAMES HARDIE INDS PLC | 5.7M | $149.9M | 3.5% |
| 9 | BABOEING CO | 621,583 | $134.6M | 3.1% |
| 10 | CXCEMEX SA EURO MTN BE 144A | 10.8M | $129.6M | 3% |
| 11 | CTRICENTURI HOLDINGS INC | 4.0M | $121.9M | 2.8% |
| 12 | CRH PLC | 1.1M | $118.4M | 2.8% |
| 13 | ARRYARRAY TECHNOLOGIES INC | 12.9M | $95.5M | 2.2% |
| 14 | WMSADVANCED DRAIN SYS INC DEL | 480,000 | $75.3M | 1.8% |
| 15 | ATKRATKORE INC | 724,106 | $55.1M | 1.3% |
| 16 | LFUSLITTELFUSE INC | 120,000 | $54.6M | 1.3% |
| 17 | BWABORGWARNER INC | 802,170 | $53.3M | 1.2% |
| 18 | CNMCORE & MAIN INC | 1.0M | $49.6M | 1.2% |
| 19 | ATSATS CORPORATION | 1.6M | $47.5M | 1.1% |
| 20 | WOLFWOLFSPEED INC | 935,000 | $45.1M | 1.1% |
| 21 | ENSENERSYS | 190,000 | $44.4M | 1% |
| 22 | TREXTREX INC | 550,000 | $27.5M | 0.6% |
| 23 | WBIWATERBRIDGE INFRASTRUCTURE L | 700,000 | $24.0M | 0.6% |
| 24 | TFIITFI INTERNATIONAL INC | 145,000 | $20.8M | 0.5% |
| 25 | GTXGARRETT MOTION INC | 500,000 | $18.1M | 0.4% |
| 26 | MWHSOLV ENERGY INC | 250,000 | $8.5M | 0.2% |
| 27 | EROCEROCK INC | 110,000 | $1.6M | 0% |
| 28 | SITESITEONE LANDSCAPE SUPPLY INC | 2,900 | $331,789 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.