Hill City Capital, Lp Top Holdings and 13F Report (2026) About Hill City Capital, LpInvestment ActivityHill City Capital, Lp has $3.91 billion in total holdings as of June 30, 2026.Hill City Capital, Lp owns shares of 28 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 9.88% of the portfolio was purchased this quarter.About 0.40% 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 $510,536,693STMicroelectronics $232,159,000International Paper $194,310,000 Largest New Holdings this Quarter 537008104 - Littelfuse $54,639,600 Holding099724106 - BorgWarner $53,264,088 Holding366505105 - GARRETT MOTION INC $18,115,000 HoldingG2R11M108 - DPC HOLDINGS PLC $9,812,000 Holding296013105 - EROCK INC $1,595,000 Holding Largest Purchases this Quarter 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)International Paper 900,000 shares (about $34.29M) 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%2,155,00022.9%IndustrialsFSLRFirst Solar$620,133,555$106,321,216 â–²20.7%2,628,13015.8%TechnologyDYDycom Industries$510,536,6930.0%1,009,78413.0%IndustrialsSTMSTMicroelectronics$232,159,000$59,912,000 â–²34.8%3,100,0005.9%TechnologyIPInternational Paper$194,310,000$34,290,000 â–²21.4%5,100,0005.0%MaterialsGVAGranite Construction$175,508,004$31,616 â–²0.0%1,110,2484.5%IndustrialsJAMES HARDIE INDS PLC$149,851,702$2,675,596 â–²1.8%5,723,9003.8%ORD SHSBABoeing$134,554,072$15,174,547 â–²12.7%621,5833.4%IndustrialsCXCemex$129,633,0000.0%10,802,7503.3%MaterialsCENTURI HOLDINGS INC$121,867,2000.0%4,030,0003.1%COM SHSCRH PLC$118,384,800$3,210,000 â–²2.8%1,106,4003.0%ORDARRYArray Technologies$95,524,5330.0%12,891,3002.4%IndustrialsWMSAdvanced Drainage Systems$75,340,800$17,265,600 â–²29.7%480,0001.9%IndustrialsATKRAtkore$55,061,020$311,764 â–¼-0.6%724,1061.4%IndustrialsLFUSLittelfuse$54,639,600$54,639,600 â–²New Holding120,0001.4%TechnologyBWABorgWarner$53,264,088$53,264,088 â–²New Holding802,1701.4%Consumer DiscretionaryCNMCore & Main$49,632,363$7,770,663 â–²18.6%1,028,6501.3%IndustrialsATSATS$47,482,8840.0%1,649,8571.2%IndustrialsWOLFSPEED INC$45,113,750$2,412,500 â–²5.6%935,0001.2%COMMON STOCKENSEnersys$44,425,8000.0%190,0001.1%IndustrialsTREXTrex$27,522,0000.0%550,0000.7%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 â–²New Holding500,0000.5%COMDPC HOLDINGS PLC$9,812,000$9,812,000 â–²New Holding200,0000.3%ORDINARY SHARESSOLV ENERGY INC$8,512,5000.0%250,0000.2%COM SHS CL AEROCK INC$1,595,000$1,595,000 â–²New Holding110,0000.0%CL A COMSITESiteOne Landscape Supply$331,789$331,789 â–²New Holding2,9000.0%IndustrialsEQUIPMENTSHARE COM INC$0$15,277,500 â–¼-100.0%00.0%COM CL AShowing largest 100 holdings. 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