Hill City Capital, LP — 13F holdings

Hill City Capital, LP reported 28 holdings worth $4.28B in its 13F filing for Q2 2026, filed August 17, 2026.

Largest positions

  1. MTZ MASTEC INC — $897M (20.9%)
  2. FSLR FIRST SOLAR INC — $620M (14.5%)
  3. DY DYCOM INDS INC — $511M (11.9%)
  4. DPC DPC HOLDINGS PLC — $377M (8.8%)
  5. STM STMICROELECTRONICS N V — $232M (5.4%)
  6. IP INTERNATIONAL PAPER CO — $194M (4.5%)
  7. GVA GRANITE CONSTR INC — $176M (4.1%)
  8. JHX JAMES HARDIE INDS PLC — $150M (3.5%)
  9. BA BOEING CO — $135M (3.1%)
  10. CX CEMEX SAB DE CV — $130M (3.0%)