Hill City Capital, LP
Hill City Capital, LP reported 28 US-listed holdings worth $4.28 billion in its 13F for the quarter ended 30 June 2026, filed 17 August 2026. Its largest: Mastec Inc. (20.9%), First Solar, Inc. (14.5%) and Dycom Industries Inc. (11.9%). Against the quarter before, it opened 6 positions, added to 9, trimmed 1 and sold out of 1.
Reported holdings$4.28B+53.0% on Q1 2026
Positions28+5 on Q1 2026
The largest ten79.9%of its reported holdings
Latest 13FQ2 2026filed 17 August 2026
OpenedAdded toHeld
The 14 largest of its 28 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What it did on the quarter
Opened 6Added 9Held 12Trimmed 1Sold out 1
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 6
- DPC Holdings PLC DPC$377.4 million
- Littelfuse Inc. LFUS$54.6 million
- Borgwarner Inc. BWA$53.3 million
- Garrett Motion Inc. GTX$18.1 million
- Erock Inc Class Class A EROC$1.6 million
- Siteone Landscape Supply Inc. SITE$331,789
Added to 9
- First Solar, Inc. FSLR+450,590 shares · +21%
- STMicroelectronics N.V. STM+800,000 shares · +35%
- International Paper Co. IP+900,000 shares · +21%
- Advanced Drainage Systems, Inc. WMS+110,000 shares · +30%
- Boeing Co. BA+70,100 shares · +13%
- Core & Main, Inc. CNM+161,050 shares · +19%
- CRH Public Ltd. Co. CRH+30,000 shares · +3%
- James Hardie Industries Plc - US ADR JHX+102,200 shares · +2%
and 1 more in the table below
Trimmed 1
- Atkore Inc. ATKR-4,100 shares · -1%
Sold out of 1
- Equipmentshare Com Inc. EQPT$15.3 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Mastec Inc. MTZ | 2,155,000 | $896.6 million | 20.94% | no change |
| First Solar, Inc. FSLR | 2,628,130 | $620.1 million | 14.48% | +450,590 |
| Dycom Industries Inc. DY | 1,009,784 | $510.5 million | 11.92% | no change |
| DPC Holdings PLC DPC | 7,693,605 | $377.4 million | 8.81% | new |
| STMicroelectronics N.V. STM | 3,100,000 | $232.2 million | 5.42% | +800,000 |
| International Paper Co. IP | 5,100,000 | $194.3 million | 4.54% | +900,000 |
| Granite Construction Inc. GVA | 1,110,248 | $175.5 million | 4.10% | +200 |
| James Hardie Industries Plc - US ADR JHX | 5,723,900 | $149.9 million | 3.50% | +102,200 |
| Boeing Co. BA | 621,583 | $134.6 million | 3.14% | +70,100 |
| Cemex Sab De CV CX | 10,802,750 | $129.6 million | 3.03% | no change |
| Centuri Holdings Inc. CTRI | 4,030,000 | $121.9 million | 2.85% | no change |
| CRH Public Ltd. Co. CRH | 1,106,400 | $118.4 million | 2.76% | +30,000 |
| Array Technologies Inc. ARRY | 12,891,300 | $95.5 million | 2.23% | no change |
| Advanced Drainage Systems, Inc. WMS | 480,000 | $75.3 million | 1.76% | +110,000 |
| Atkore Inc. ATKR | 724,106 | $55.1 million | 1.29% | -4,100 |
| Littelfuse Inc. LFUS | 120,000 | $54.6 million | 1.28% | new |
| Borgwarner Inc. BWA | 802,170 | $53.3 million | 1.24% | new |
| Core & Main, Inc. CNM | 1,028,650 | $49.6 million | 1.16% | +161,050 |
| Ats Corporation ATS | 1,649,857 | $47.5 million | 1.11% | no change |
| Wolfspeed Inc. WOLF | 935,000 | $45.1 million | 1.05% | +50,000 |
| EnerSys ENS | 190,000 | $44.4 million | 1.04% | no change |
| Trex Co. Inc. TREX | 550,000 | $27.5 million | 0.64% | no change |
| Waterbridge Infrastructure L WBI | 700,000 | $24.0 million | 0.56% | no change |
| Tfi Intl Inc. TFII | 145,000 | $20.8 million | 0.49% | no change |
| Garrett Motion Inc. GTX | 500,000 | $18.1 million | 0.42% | new |
| Solv Energy Inc. MWH | 250,000 | $8.5 million | 0.20% | no change |
| Erock Inc Class Class A EROC | 110,000 | $1.6 million | 0.04% | new |
| Siteone Landscape Supply Inc. SITE | 2,900 | $331,789 | 0.01% | new |
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.