Holdings
Hill City Capital, LP
As of Jun 30, 2026, Hill City Capital, LP reported 24 positions worth US$3.51B. Largest: Mastec, Inc., First Solar, Inc. and Dycom Industries, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Mastec, Inc. | 2.15M | US$897M | no change | Jun 30, 2026 |
| First Solar, Inc. | 2.63M | US$620M | +451K | Jun 30, 2026 |
| Dycom Industries, Inc. | 1.01M | US$511M | no change | Jun 30, 2026 |
| Stmicroelectronics Nv | 3.1M | US$232M | +800K | Jun 30, 2026 |
| International Paper Company | 5.1M | US$194M | +900K | Jun 30, 2026 |
| Granite Construction Incorporated | 1.11M | US$176M | +200 | Jun 30, 2026 |
| Boeing Company (the) | 622K | US$135M | +70,100 | Jun 30, 2026 |
| Centuri Holdings, Inc. | 4.03M | US$122M | no change | Jun 30, 2026 |
| Array Technologies, Inc. | 12.9M | US$95.5M | no change | Jun 30, 2026 |
| Advanced Drainage Systems, Inc. | 480K | US$75.3M | +110K | Jun 30, 2026 |