Hill City Capital, Lp Top Holdings and 13F Report (2026) About Hill City Capital, LpInvestment ActivityHill City Capital, Lp has $4.28 billion in total holdings as of June 30, 2026.Hill City Capital, Lp owns shares of 28 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 17.62% of the portfolio was purchased this quarter.About 0.36% of the portfolio was sold this quarter.This quarter, Hill City Capital, Lp has purchased 23 new stocks and bought additional shares in 10 stocks.Hill City Capital, Lp sold shares of 1 stock and completely divested from 1 stock this quarter.Largest Holdings MasTec $896,609,300First Solar $620,133,555Dycom Industries $510,536,693DPC HOLDINGS PLC $377,448,261STMicroelectronics $232,159,000 Largest New Holdings this Quarter G2R11M108 - DPC HOLDINGS PLC $377,448,261 Holding537008104 - Littelfuse $54,639,600 Holding099724106 - BorgWarner $53,264,088 Holding366505105 - GARRETT MOTION INC $18,115,000 Holding296013105 - EROCK INC $1,595,000 Holding Largest Purchases this Quarter DPC HOLDINGS PLC 7,693,605 shares (about $377.45M)First Solar 450,590 shares (about $106.32M)STMicroelectronics 800,000 shares (about $59.91M)Littelfuse 120,000 shares (about $54.64M)BorgWarner 802,170 shares (about $53.26M) Largest Sales this Quarter Atkore 4,100 shares (about $311.76K) Sector Allocation Over TimeMap of 500 Largest Holdings ofHill City Capital, Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMTZMasTec$896,609,3000.0%2,155,00020.9%IndustrialsFSLRFirst Solar$620,133,555$106,321,216 ▲20.7%2,628,13014.5%TechnologyDYDycom Industries$510,536,6930.0%1,009,78411.9%IndustrialsDPC HOLDINGS PLC$377,448,261$377,448,261 ▲New Holding7,693,6058.8%ORDINARY SHARESSTMSTMicroelectronics$232,159,000$59,912,000 ▲34.8%3,100,0005.4%TechnologyIPInternational Paper$194,310,000$34,290,000 ▲21.4%5,100,0004.5%MaterialsGVAGranite Construction$175,508,004$31,616 ▲0.0%1,110,2484.1%IndustrialsJAMES HARDIE INDS PLC$149,851,702$2,675,596 ▲1.8%5,723,9003.5%ORD SHSBABoeing$134,554,072$15,174,547 ▲12.7%621,5833.1%IndustrialsCXCemex$129,633,0000.0%10,802,7503.0%MaterialsCENTURI HOLDINGS INC$121,867,2000.0%4,030,0002.8%COM SHSCRH PLC$118,384,800$3,210,000 ▲2.8%1,106,4002.8%ORDARRYArray Technologies$95,524,5330.0%12,891,3002.2%IndustrialsWMSAdvanced Drainage Systems$75,340,800$17,265,600 ▲29.7%480,0001.8%IndustrialsATKRAtkore$55,061,020$311,764 ▼-0.6%724,1061.3%IndustrialsLFUSLittelfuse$54,639,600$54,639,600 ▲New Holding120,0001.3%TechnologyBWABorgWarner$53,264,088$53,264,088 ▲New Holding802,1701.2%Consumer DiscretionaryCNMCore & Main$49,632,363$7,770,663 ▲18.6%1,028,6501.2%IndustrialsATSATS$47,482,8840.0%1,649,8571.1%IndustrialsWOLFSPEED INC$45,113,750$2,412,500 ▲5.6%935,0001.1%COMMON STOCKENSEnersys$44,425,8000.0%190,0001.0%IndustrialsTREXTrex$27,522,0000.0%550,0000.6%IndustrialsWATERBRIDGE INFRASTRUCTURE L$23,989,0000.0%700,0000.6%CL A SHS REPSTGTFIITFI International$20,817,6500.0%145,0000.5%IndustrialsGARRETT MOTION INC$18,115,000$18,115,000 ▲New Holding500,0000.4%COMSOLV ENERGY INC$8,512,5000.0%250,0000.2%COM SHS CL AEROCK INC$1,595,000$1,595,000 ▲New Holding110,0000.0%CL A COMSITESiteOne Landscape Supply$331,789$331,789 ▲New Holding2,9000.0%IndustrialsEQUIPMENTSHARE COM INC$0$15,277,500 ▼-100.0%00.0%COM CL AShowing largest 100 holdings. 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