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Hill City Capital, LP

Hill City Capital, LP is an Investment Adviser institutional filer with the SEC under CIK 1837343, reporting 28 portfolio positions, with 27 historical 13F filings on file. Most recent reporting period: 2026-06-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: DE
  • Filing type: 13F-HR/A
  • Latest reporting period: 2026-06-30
  • Last filed: 2026-08-17

Top 10 portfolio positions

The largest reported holdings in Hill City Capital, LP's most recent 13F filing, ranked by reported market value.

  1. MASTEC INC (MTZ)
  2. FIRST SOLAR INC (FSLR)
  3. DYCOM INDS INC (DY)
  4. DPC HOLDINGS PLC (DPC)
  5. STMICROELECTRONICS N V (STM)
  6. INTERNATIONAL PAPER CO (IP)
  7. GRANITE CONSTR INC (GVA)
  8. JAMES HARDIE INDS PLC (JHX)
  9. BOEING CO (BA)
  10. CEMEX SA EURO MTN BE 144A (CX)
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