Hill City Capital, LP Holdings & Portfolio - 13F Filings Analysis - Stocknear

Hill City Capital, LP

CIK Number: 0001837343

2.02B
Market Value
19
# of Holdings
10 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Aug 14, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 MTZ MasTec, Inc.
215.88
+0.22% 2.15M +0.47% 367.28M 79.92 18.16% Share
2 FSLR First Solar, In...
230.13
-0.86% 2.15M +58.67% 355.91M 161.51 17.60% Share
3 DY Dycom Industrie...
286.22
-1.84% 1.01M +4.12% 246.78M 115.46 12.21% Share
4 SPR Spirit AeroSyst...
38.81
-0.78% 3.95M -33.9% 150.67M 22.6 7.45% Share
5 GVA Granite Constru...
109.26
+0.10% 1.11M +4.76% 103.85M 62.84 5.14% Share
6 CRH CRH plc
119.97
-0.96% 1.1M 0.00% 100.7M 56.71 4.98% Share
7 IP International P...
47.17
+1.13% 1.93M +7.22% 90.38M 48.15 4.47% Share
8 ARRY Array Technolog...
9.07
+3.54% 14.27M 0.00% 84.17M 13.79 4.16% Share
9 CTRI Centuri Holding...
20.29
-1.84% 3.03M +100.00% 67.99M 22.44 3.36% Share
10 MMM 3M Company
158.67
-0.08% 370K 0.00% 56.33M 122.07 2.79% Share
11 CNM Core & Main, In...
52.51
-1.2% 774.2K 0.00% 46.72M 34.37 2.31% Share
12 ATS ATS Corporation
26.91
+2.26% 1.22M -5.77% 39.05M 24.93 1.93% Share
13 ENS EnerSys
114.76
-0.23% 447.5K +40.94% 38.38M 77.97 1.90% Share
14 CX CEMEX, S.A.B. d...
9.07
+0.17% 4.25M +100.00% 29.47M 6.93 1.46% Share
15 BLDR Builders FirstS...
128.61
+0.70% 240K 0.00% 28.01M 42.39 1.39% Share
16 SABR Sabre Corporati...
1.85
+0.54% 4.67M 0.00% 14.75M 6.94 0.73% Share
17 TFII TFI Internation...
91.12
+1.72% 145K 0.00% 13M 74.76 0.64% Share
18 WEX WEX Inc.
159.66
+0.46% 85K 0.00% 12.49M 175.94 0.62% Share
19 SITE SiteOne Landsca...
127.43
-0.93% 100.25K +137.28% 12.12M 121.15 0.60% Share
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