Hill City Capital, LP - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, Hill City Capital, LP held in its portfolio 23 assets valued at $2,649,255,133 (i.e. $2.65B).
The most valuable assets in the portfolio included: FIRST SOLAR INC ($546.07M), MASTEC INC ($468.43M), and DYCOM INDS INC ($341.21M).
The chart below shows the top 10 valuable assets, and the table below shows the top 23 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Hill City Capital, LP - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| FIRST SOLAR INC | 2090390 | 546072580 | COM |
| MASTEC INC | 2155000 | 468432350 | COM |
| DYCOM INDS INC | 1009784 | 341206014 | COM |
| CRH PLC | 1046000 | 130540800 | ORD |
| GRANITE CONSTR INC | 1110048 | 128044037 | COM |
| CEMEX SAB DE CV | 10802750 | 124123598 | SPON ADR NEW |
| ARRAY TECHNOLOGIES INC | 12891300 | 118857786 | COM SHS |
| BOEING CO | 518483 | 112573029 | COM |
| JAMES HARDIE INDS PLC | 5120200 | 106244150 | ORD SHS |
| CENTURI HOLDINGS INC | 4030000 | 101757500 | COM SHS |
| INTERNATIONAL PAPER CO | 2430000 | 95717700 | COM |
| ENERSYS | 467500 | 68605625 | COM |
| 3M CO | 370000 | 59237000 | COM |
| ATKORE INC | 728206 | 46059030 | COM |
| ATS CORP | 1649857 | 45437062 | COM |
| CORE & MAIN INC | 797000 | 41420090 | CL A |
| BUILDERS FIRSTSOURCE INC | 240000 | 24693600 | COM |
| ADVANCED DRAIN SYS INC DEL | 160000 | 23172800 | COM |
| TREX CO INC | 552000 | 19364160 | COM |
| TFI INTL INC | 145000 | 14985750 | COM |
| WATERBRIDGE INFRASTRUCTURE L | 700000 | 14007000 | CL A SHS REPSTG |
| SITEONE LANDSCAPE SUPPLY INC | 99200 | 12356352 | COM |
| SABRE CORP | 4667000 | 6347120 | COM |
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