Hill City Capital, LP

CIK Number: 0001837343

2,021.9B
Market Value
17
# of Holdings
10 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 14, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 MTZ MasTec, Inc.
177.97
-1.99% 2.15M +0.70% 250.34M 79.49 18.64% Share
2 SPR Spirit AeroSyst...
40.90
+0.20% 5.97M 0.00% 205.9M 22.6 15.33% Share
3 FSLR First Solar, In...
180.10
-2.56% 1.35M +59.41% 171.31M 159.14 12.75% Share
4 DY Dycom Industrie...
268.18
-2.1% 969.78K +14.12% 147.74M 110.14 11.00% Share
5 CRH CRH plc
111.75
-1.67% 1.1M 0.00% 96.5M 56.71 7.18% Share
6 IP International P...
47.74
-1.84% 1.8M +16.13% 96.03M 48.25 7.15% Share
7 GVA Granite Constru...
110.80
-0.44% 1.06M +1.06% 79.93M 61.38 5.95% Share
8 ARRY Array Technolog...
6.08
+1.33% 14.27M 0.00% 69.47M 13.79 5.17% Share
9 MMM 3M Company
156.66
-2.21% 370K 0.00% 54.34M 122.07 4.05% Share
10 CNM Core & Main, In...
64.51
-1.75% 774.2K 0.00% 37.4M 34.37 2.78% Share
11 ATS ATS Corporation
28.35
-2.11% 1.3M +100.00% 32.41M 24.93 2.41% Share
12 BLDR Builders FirstS...
138.21
-4.29% 240K 0.00% 29.99M 42.39 2.23% Share
13 ENS EnerSys
99.11
-1.29% 317.5K +14.41% 29.08M 74.77 2.16% Share
14 WEX WEX Inc.
175.08
-0.67% 85K 0.00% 13.35M 175.94 0.99% Share
15 SABR Sabre Corporati...
1.84
-6.6% 4.67M -29.47% 13.11M 6.94 0.98% Share
16 TFII TFI Internation...
90.06
-3.17% 145K 0.00% 11.23M 74.76 0.84% Share
17 SITE SiteOne Landsca...
141.34
-3.32% 42.25K +100.00% 5.13M 121.44 0.38% Share