Q1 2025 · 13F-HR
Hill City Capital, LPholdings as filed
Filed 2025-05-14 · accession 0001837343-25-000004
$1.34B
Reported value
17
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 576323109 | MTZ | MASTEC INC | $250.3M | 18.6% | 2,145,000 | Common | SOLE |
| 848574109 | S9Q | SPIRIT AEROSYSTEMS HLDGS INC | $205.9M | 15.3% | 5,975,000 | Common | SOLE |
| 336433107 | FSLR | FIRST SOLAR INC | $171.3M | 12.8% | 1,355,000 | Common | SOLE |
| 267475101 | DY | DYCOM INDS INC | $147.7M | 11.0% | 969,784 | Common | SOLE |
| G25508105 | CRH | CRH PLC | $96.5M | 7.18% | 1,097,000 | Common | SOLE |
| 460146103 | IP | INTERNATIONAL PAPER CO | $96.0M | 7.15% | 1,800,000 | Common | SOLE |
| 387328107 | GVA | GRANITE CONSTR INC | $79.9M | 5.95% | 1,060,048 | Common | SOLE |
| 04271T100 | ARRY | ARRAY TECHNOLOGIES INC | $69.5M | 5.17% | 14,265,335 | Common | SOLE |
| 88579Y101 | MMM | 3M CO | $54.3M | 4.05% | 370,000 | Common | SOLE |
| 21874C102 | CNM | CORE & MAIN INC | $37.4M | 2.78% | 774,200 | Common | SOLE |
| 00217Y104 | ATS | ATS CORP | $32.4M | 2.41% | 1,299,857 | Common | SOLE |
| 12008R107 | BLDR | BUILDERS FIRSTSOURCE INC | $30.0M | 2.23% | 240,000 | Common | SOLE |
| 29275Y102 | ENS | ENERSYS | $29.1M | 2.16% | 317,500 | Common | SOLE |
| 96208T104 | WEX | WEX INC | $13.3M | 0.99% | 85,000 | Common | SOLE |
| 78573M104 | SABR | SABRE CORP | $13.1M | 0.98% | 4,667,000 | Common | SOLE |
| 87241L109 | TFII | TFI INTERNATIONAL INC | $11.2M | 0.84% | 145,000 | Common | SOLE |
| 82982L103 | SITE | SITEONE LANDSCAPE SUPPLY INC | $5.1M | 0.38% | 42,250 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.