Hill City Capital, LP

Investment Portfolio & 13F Holdings Analysis

About

Hill City Capital, LP is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 17 holdings worth $1.3 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "SABR",
  "SPR",
  "MMM",
  "ARRY",
  "SITE",
  "GVA",
  "IP",
  "FSLR",
  "WEX",
  "ENS",
  "DY",
  "MTZ",
  "TFII",
  "ATS",
  "BLDR",
  "CNM",
  "CRH"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 17
Total Value: 1343253432
Accession Number: 0001837343-25-000004
Form Type: 13F-HR
CIK: hill-city-capital-lp
Manager Name: Hill-City-Capital-Lp

Data Enrichment

100% identified

17 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

17 positions • $1,343,253.432K total value

17 positions

Manager:

SEC FilingSEC DataHachi Filing

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MASTEC INC

MTZ|576323109

Shares:2.1M

Value:$250.3M

Spirit AeroSystems Holdings, Inc.

SPR|848574109

Shares:6.0M

Value:$205.9M

FIRST SOLAR, INC.

FSLR|336433107

Shares:1.4M

Value:$171.3M

DYCOM INDUSTRIES INC

DY|267475101

Shares:969.8K

Value:$147.7M

CRH PUBLIC LTD CO

CRH|G25508105

Shares:1.1M

Value:$96.5M

INTERNATIONAL PAPER CO /NEW/

IP|460146103

Shares:1.8M

Value:$96.0M

GRANITE CONSTRUCTION INC

GVA|387328107

Shares:1.1M

Value:$79.9M

Array Technologies, Inc.

ARRY|04271T100

Shares:14.3M

Value:$69.5M

3M CO

MMM|88579Y101

Shares:370.0K

Value:$54.3M

Core & Main, Inc.

CNM|21874C102

Shares:774.2K

Value:$37.4M

ATS Corp /ATS

ATS|00217Y104

Shares:1.3M

Value:$32.4M

Builders FirstSource, Inc.

BLDR|12008R107

Shares:240.0K

Value:$30.0M

EnerSys

ENS|29275Y102

Shares:317.5K

Value:$29.1M

WEX Inc.

WEX|96208T104

Shares:85.0K

Value:$13.3M

Sabre Corp

SABR|78573M104

Shares:4.7M

Value:$13.1M

TFI International Inc.

TFII|87241L109

Shares:145.0K

Value:$11.2M

SiteOne Landscape Supply, Inc.

SITE|82982L103

Shares:42.3K

Value:$5.1M

Instrument	Shares		Other Manager	Value
MASTEC INC(MTZcusip576323109)	2.1M	QoQ +0.70% (-15.0K) YoY +0.70% (+15.0K)	All Managers (Combined)	$250.3M	QoQ -13.66% (-$39.6M) YoY +26.03% (+$51.7M)
Spirit AeroSystems Holdings, Inc.(SPRcusip848574109)	6.0M	QoQ 0.00% (+0) YoY +0.84% (-50.0K)	All Managers (Combined)	$205.9M	QoQ +1.11% (+$2.3M) YoY -3.65% (-$7.8M)
FIRST SOLAR, INC.(FSLRcusip336433107)	1.4M	QoQ +59.41% (+505.0K) YoY +194.56% (+895.0K)	All Managers (Combined)	$171.3M	QoQ +14.35% (+$21.5M) YoY +120.62% (+$93.7M)
DYCOM INDUSTRIES INC(DYcusip267475101)	969.8K	QoQ +14.12% (-120.0K) YoY +50.40% (+325.0K)	All Managers (Combined)	$147.7M	QoQ -0.11% (-$176.5K) YoY +59.63% (+$55.2M)
CRH PUBLIC LTD CO(CRHcusipG25508105)	1.1M	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$96.5M	QoQ -4.91% (-$5.0M) YoY +1.98% (+$1.9M)
INTERNATIONAL PAPER CO /NEW/(IPcusip460146103)	1.8M	QoQ +16.12% (+250.0K) YoY NEW(+1.8M)	All Managers (Combined)	$96.0M	QoQ +15.11% (+$12.6M) YoY NEW(+$96.0M)
GRANITE CONSTRUCTION INC(GVAcusip387328107)	1.1M	QoQ +1.05% (-11.1K) YoY +108.77% (+552.3K)	All Managers (Combined)	$79.9M	QoQ -13.12% (-$12.1M) YoY +175.54% (+$50.9M)
Array Technologies, Inc.(ARRYcusip04271T100)	14.3M	QoQ 0.00% (-0) YoY +26.23% (-3.0M)	All Managers (Combined)	$69.5M	QoQ -19.37% (-$16.7M) YoY -58.76% (-$99.0M)
3M CO(MMMcusip88579Y101)	370.0K	QoQ 0.00% (+0) YoY NEW(+370.0K)	All Managers (Combined)	$54.3M	QoQ +13.76% (+$6.6M) YoY NEW(+$54.3M)
Core & Main, Inc.(CNMcusip21874C102)	774.2K	QoQ 0.00% (-0) YoY +29.59% (+176.8K)	All Managers (Combined)	$37.4M	QoQ -5.10% (-$2.0M) YoY +9.35% (+$3.2M)
ATS Corp /ATS(ATScusip00217Y104)	1.3M	QoQ NEW(+1.3M) YoY NEW(+1.3M)	All Managers (Combined)	$32.4M	QoQ NEW(+$32.4M) YoY NEW(+$32.4M)
Builders FirstSource, Inc.(BLDRcusip12008R107)	240.0K	QoQ 0.00% (-0) YoY -20.00% (-60.0K)	All Managers (Combined)	$30.0M	QoQ -12.58% (-$4.3M) YoY -52.07% (-$32.6M)
EnerSys(ENScusip29275Y102)	317.5K	QoQ +14.41% (+40.0K) YoY -51.71% (-340.0K)	All Managers (Combined)	$29.1M	QoQ +13.36% (+$3.4M) YoY -53.18% (-$33.0M)
WEX Inc.(WEXcusip96208T104)	85.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$13.3M	QoQ -10.43% (-$1.6M) YoY -33.89% (-$6.8M)
Sabre Corp(SABRcusip78573M104)	4.7M	QoQ -29.46% (-1.9M) YoY -41.05% (-3.3M)	All Managers (Combined)	$13.1M	QoQ -45.70% (-$11.0M) YoY -31.55% (-$6.0M)
TFI International Inc.(TFIIcusip87241L109)	145.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$11.2M	QoQ -42.66% (-$8.4M) YoY -51.42% (-$11.9M)
SiteOne Landscape Supply, Inc.(SITEcusip82982L103)	42.3K	QoQ NEW(+42.3K) YoY NEW(+42.3K)	All Managers (Combined)	$5.1M	QoQ NEW(+$5.1M) YoY NEW(+$5.1M)