Hill City Capital, LP

Est. AUM

$2.80B

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	MASTEC INC	COM	$693.4M	2155000	24.77%	SOLE
2	FIRST SOLAR INC	COM	$429.5M	2177540	15.35%	SOLE
3	DYCOM INDS INC	COM	$342.1M	1009784	12.22%	SOLE
4	INTERNATIONAL PAPER CO	COM	$149.9M	4200000	5.36%	SOLE
5	GRANITE CONSTR INC	COM	$133.1M	1110048	4.75%	SOLE
6	CEMEX SA EURO MTN BE 144A	SPON ADR NEW	$123.6M	10802750	4.41%	SOLE
7	CENTURI HOLDINGS INC	COM SHS	$117.7M	4030000	4.21%	SOLE
8	CRH PLC	ORD	$113.2M	1076400	4.04%	SOLE
9	BOEING CO	COM	$109.8M	551483	3.92%	SOLE
10	JAMES HARDIE INDS PLC	ORD SHS	$106.5M	5621700	3.80%	SOLE
11	ARRAY TECHNOLOGIES INC	COM SHS	$93.2M	12891300	3.33%	SOLE
12	STMICROELECTRONICS N V	NY REGISTRY	$79.5M	2300000	2.84%	SOLE
13	ADVANCED DRAIN SYS INC DEL	COM	$50.7M	370000	1.81%	SOLE
14	ATS CORP	COM	$46.5M	1649857	1.66%	SOLE
15	ATKORE INC	COM	$42.9M	728206	1.53%	SOLE
16	CORE & MAIN INC	CL A	$42.9M	867600	1.53%	SOLE
17	ENERSYS	COM	$33.0M	190000	1.18%	SOLE
18	TREX INC	COM	$20.0M	550000	0.72%	SOLE
19	WATERBRIDGE INFRASTRUCTURE L	CL A SHS REPSTG	$18.8M	700000	0.67%	SOLE
20	TFI INTL INC	COM	$15.8M	145000	0.56%	SOLE
21	EQUIPMENTSHARE COM INC	COM CL A	$15.3M	750000	0.55%	SOLE
22	WOLFSPEED INC	COMMON STOCK	$14.4M	885000	0.52%	SOLE
23	SOLV ENERGY INC	COM SHS CL A	$7.5M	250000	0.27%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.