account_balance
Investment manager · 13F filer · SEC CIK 1837343
Hill City Capital, LP
Reported value$3.91Bas of Jun 30, 2026
Positions28 6 new, 1 sold out
Top 10 weight80.9%MTZ alone is 23%
FiledAug 1344 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
MTZMastec Inc
22.9%
FSLRFirst Solar Inc
15.8%Added +21%
DYDycom Inds Inc
13.0%
STMStmicroelectronics N V
5.9%Added +35%
IPInternational Paper Co
5.0%Added +21%
GVAGranite Constr Inc
4.5%
JHXJames Hardie Inds PLC
3.8%
BABoeing Co
3.4%Added +13%
CXCemex SA Euro MTN Be 144a
3.3%
CTRICenturi Holdings Inc
3.1%
CRHCRH PLC
3.0%Added +3%
ARRY2.4%MTZMastec Inc
22.9%
FSLRFirst Solar Inc
15.8%Added +21%
DYDycom Inds Inc
13.0%
STM5.9%IP5.0%GVA4.5%JHX3.8%BA3.4%CX3.3%CTRI3.1%CRH3.0%ARRY2.4%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MTZ Mastec Inc 22.9% HeldFSLR First Solar Inc 15.8% Added +21%DY Dycom Inds Inc 13.0% HeldSTM Stmicroelectronics N V 5.9% Added +35%IP International Paper Co 5.0% Added +21%GVA Granite Constr Inc 4.5% HeldJHX James Hardie Inds PLC 3.8% HeldBA Boeing Co 3.4% Added +13%CX Cemex SA Euro MTN Be 144a 3.3% HeldCTRI Centuri Holdings Inc 3.1% HeldCRH CRH PLC 3.0% Added +3%ARRY Array Technologies Inc 2.4% Held
What changed