Hill City Capital, Lp Top Holdings and 13F Report (2026) About Hill City Capital, LpInvestment ActivityHill City Capital, Lp has $2.80 billion in total holdings as of March 31, 2026.Hill City Capital, Lp owns shares of 23 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 8.88% of the portfolio was purchased this quarter.About 5.39% of the portfolio was sold this quarter.This quarter, Hill City Capital, Lp has purchased 23 new stocks and bought additional shares in 7 stocks.Hill City Capital, Lp sold shares of 2 stocks and completely divested from 4 stocks this quarter.Largest Holdings MasTec $693,349,700First Solar $429,541,540Dycom Industries $342,135,015International Paper $149,940,000Granite Construction $133,072,554 Largest New Holdings this Quarter 861012102 - STMicroelectronics $79,465,000 Holding29445S100 - EQUIPMENTSHARE COM INC $15,277,500 Holding97785W106 - WOLFSPEED INC $14,443,200 Holding78475V103 - SOLV ENERGY INC $7,507,500 Holding Largest Purchases this Quarter STMicroelectronics 2,300,000 shares (about $79.47M)International Paper 1,770,000 shares (about $63.19M)Advanced Drainage Systems 210,000 shares (about $28.80M)First Solar 87,150 shares (about $17.19M)EQUIPMENTSHARE COM INC 750,000 shares (about $15.28M) Largest Sales this Quarter Enersys 277,500 shares (about $48.21M)Trex 2,000 shares (about $72.84K) 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$693,349,7000.0%2,155,00024.8%ConstructionFSLRFirst Solar$429,541,540$17,191,209 â–²4.2%2,177,54015.3%EnergyDYDycom Industries$342,135,0150.0%1,009,78412.2%ConstructionIPInternational Paper$149,940,000$63,189,000 â–²72.8%4,200,0005.4%Basic MaterialsGVAGranite Construction$133,072,5540.0%1,110,0484.8%ConstructionCXCemex$123,583,4600.0%10,802,7504.4%ConstructionCENTURI HOLDINGS INC$117,716,3000.0%4,030,0004.2%COM SHSCRH PLC$113,151,168$3,195,648 â–²2.9%1,076,4004.0%ORDBABoeing$109,761,661$6,567,990 â–²6.4%551,4833.9%AerospaceJAMES HARDIE INDS PLC$106,474,998$9,498,410 â–²9.8%5,621,7003.8%ORD SHSARRYArray Technologies$93,204,0990.0%12,891,3003.3%EnergySTMSTMicroelectronics$79,465,000$79,465,000 â–²New Holding2,300,0002.8%Computer and TechnologyWMSAdvanced Drainage Systems$50,738,100$28,797,300 â–²131.3%370,0001.8%ConstructionATSATS$46,525,9670.0%1,649,8571.7%IndustrialsATKRAtkore$42,898,6150.0%728,2061.5%IndustrialsCNMCore & Main$42,859,440$3,487,640 â–²8.9%867,6001.5%IndustrialsENSEnersys$33,006,800$48,207,300 â–¼-59.4%190,0001.2%IndustrialsTREXTrex$20,031,000$72,840 â–¼-0.4%550,0000.7%ConstructionWATERBRIDGE INFRASTRUCTURE L$18,753,0000.0%700,0000.7%CL A SHS REPSTGTFIITFI International$15,751,3500.0%145,0000.6%TransportationEQUIPMENTSHARE COM INC$15,277,500$15,277,500 â–²New Holding750,0000.5%COM CL AWOLFSPEED INC$14,443,200$14,443,200 â–²New Holding885,0000.5%COMMON STOCKSOLV ENERGY INC$7,507,500$7,507,500 â–²New Holding250,0000.3%COM SHS CL AMMM3M$0$59,237,000 â–¼-100.0%00.0%Multi-Sector ConglomeratesBLDRBuilders FirstSource$0$24,693,600 â–¼-100.0%00.0%Retail/WholesaleSITESiteOne Landscape Supply$0$12,356,352 â–¼-100.0%00.0%IndustrialsSABRSabre$0$6,347,120 â–¼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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