Hill City Capital, LP reported 28 holdings worth US$4.28B as of Jun 30, 2026 (Form 13F/A)
As of Jun 30, 2026 · Filed Aug 17, 2026
Hill City Capital, LP reported 28 holdings worth US$4.28B as of Jun 30, 2026. Largest: Mastec, Inc., First Solar, Inc. and Dycom Industries, Inc. Filed Aug 17, 2026 (Form 13F/A).
- Holdings
- 28
- Value as reported
- US$4.28B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Mastec, Inc. | 2.15M | US$897M | 20.9% |
| First Solar, Inc. | 2.63M | US$620M | 14.5% |
| Dycom Industries, Inc. | 1.01M | US$511M | 11.9% |
| Stmicroelectronics Nv | 3.1M | US$232M | 5.4% |
| International Paper Company | 5.1M | US$194M | 4.5% |
| Granite Construction Incorporated | 1.11M | US$176M | 4.1% |
| Boeing Company (the) | 622K | US$135M | 3.1% |
| Centuri Holdings, Inc. | 4.03M | US$122M | 2.8% |
| Array Technologies, Inc. | 12.9M | US$95.5M | 2.2% |
| Advanced Drainage Systems, Inc. | 480K | US$75.3M | 1.8% |
| Atkore Inc. | 724K | US$55.1M | 1.3% |
| Littelfuse, Inc. | 120K | US$54.6M | 1.3% |
| Borgwarner Inc. | 802K | US$53.3M | 1.2% |
| Core & Main, Inc. | 1.03M | US$49.6M | 1.2% |
| Ats Corporation | 1.65M | US$47.5M | 1.1% |
| Wolfspeed, Inc. | 935K | US$45.1M | 1.1% |
| Enersys | 190K | US$44.4M | 1.0% |
| Trex Company, Inc. | 550K | US$27.5M | 0.64% |
| Waterbridge Infrastructure Llc | 700K | US$24M | 0.56% |
| Tfi International Inc. | 145K | US$20.8M | 0.49% |
| Garrett Motion Inc. | 500K | US$18.1M | 0.42% |
| Solv Energy, Inc. | 250K | US$8.51M | 0.20% |
| Erock, Inc. | 110K | US$1.59M | 0.04% |
| Siteone Landscape Supply, Inc. | 2,900 | US$332K | <0.01% |
| Equipmentshare.com Inc | 0 | US$0 | 0.00% |