Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Hill City Capital, LP (CIK 1837343) reported $2.80B across 19 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MTZ ($693.3M, 24.77%), FSLR ($429.5M, 15.35%), DY ($342.1M, 12.22%), IP ($149.9M, 5.36%), GVA ($133.1M, 4.75%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MTZ | MASTEC INC | $693.3M | 24.77% | 2.2M | Hold |
| 2 | FSLR | FIRST SOLAR INC | $429.5M | 15.35% | 2.2M | Added |
| 3 | DY | DYCOM INDS INC | $342.1M | 12.22% | 1.0M | Hold |
| 4 | IP | INTERNATIONAL PAPER CO | $149.9M | 5.36% | 4.2M | Added |
| 5 | GVA | GRANITE CONSTR INC | $133.1M | 4.75% | 1.1M | Hold |
| 6 | CX | CEMEX SA EURO MTN BE 144A | $123.6M | 4.41% | 10.8M | Hold |
| 7 | CTRI | CENTURI HOLDINGS INC | $117.7M | 4.21% | 4.0M | Hold |
| 8 | CRH | CRH PLC | $113.2M | 4.04% | 1.1M | Added |
| 9 | BA | BOEING CO | $109.8M | 3.92% | 551,483 | Added |
| 10 | JHX | JAMES HARDIE INDS PLC | $106.5M | 3.80% | 5.6M | Added |
| 11 | ARRY | ARRAY TECHNOLOGIES INC | $93.2M | 3.33% | 12.9M | Hold |
| 12 | STM | STMICROELECTRONICS N V | $79.5M | 2.84% | 2.3M | New |
| 13 | WMS | ADVANCED DRAIN SYS INC DEL | $50.7M | 1.81% | 370,000 | Added |
| 14 | ATS | ATS CORP | $46.5M | 1.66% | 1.6M | Hold |
| 15 | ATKR | ATKORE INC | $42.9M | 1.53% | 728,206 | Hold |
| 16 | CNM | CORE & MAIN INC | $42.9M | 1.53% | 867,600 | Added |
| 17 | ENS | ENERSYS | $33.0M | 1.18% | 190,000 | Trimmed |
| 18 | TREX | TREX INC | $20.0M | 0.72% | 550,000 | Trimmed |
| 19 | WATERBRIDGE INFRASTRUCTURE L | $18.8M | 0.67% | 700,000 | Hold | |
| 20 | TFII | TFI INTL INC | $15.8M | 0.56% | 145,000 | Hold |
| 21 | EQUIPMENTSHARE COM INC | $15.3M | 0.55% | 750,000 | New | |
| 22 | WOLFSPEED INC | $14.4M | 0.52% | 885,000 | New | |
| 23 | SOLV ENERGY INC | $7.5M | 0.27% | 250,000 | New | |
| 24 | BLDR | BUILDERS FIRSTSOURCE INC | $0 | 0.00% | 0 | Exited |
| 25 | SABR | SABRE CORP | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31