HILL CITY CAPITAL, LP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ARRY | 12.89M | $118.86M |
 | CX | 10.80M | $124.12M |
 | JHX | 5.12M | $106.24M |
 | SABR | 4.67M | $6.35M |
 | CTRI | 4.03M | $101.76M |
 | IP | 2.43M | $95.72M |
 | MTZ | 2.15M | $468.43M |
 | FSLR | 2.09M | $546.07M |
 | ATS | 1.65M | $45.44M |
 | GVA | 1.11M | $128.04M |
 | CRH | 1.05M | $130.54M |
 | DY | 1.01M | $341.21M |
 | CNM | 797K | $41.42M |
 | ATKR | 728K | $46.06M |
 | WBI | 700K | $14.01M |
 | TREX | 552K | $19.36M |
 | BA | 518K | $112.57M |
 | ENS | 468K | $68.61M |
 | MMM | 370K | $59.24M |
 | BLDR | 240K | $24.69M |
Array Technologies, Inc.
ARRY
Shares Held
12.89M
Value
$118.86M
CEMEX, S.A.B. de C.V.
CX
Shares Held
10.80M
Value
$124.12M
James Hardie Industries plc
JHX
Shares Held
5.12M
Value
$106.24M
Sabre Corporation
SABR
Shares Held
4.67M
Value
$6.35M
Centuri Holdings, Inc.
CTRI
Shares Held
4.03M
Value
$101.76M
International Paper Company
IP
Shares Held
2.43M
Value
$95.72M
MasTec, Inc.
MTZ
Shares Held
2.15M
Value
$468.43M
First Solar, Inc.
FSLR
Shares Held
2.09M
Value
$546.07M
ATS Corporation
ATS
Shares Held
1.65M
Value
$45.44M
Granite Construction Incorporated
GVA
Shares Held
1.11M
Value
$128.04M
CRH plc
CRH
Shares Held
1.05M
Value
$130.54M
Dycom Industries, Inc.
DY
Shares Held
1.01M
Value
$341.21M
Core & Main, Inc.
CNM
Shares Held
797K
Value
$41.42M
Atkore Inc.
ATKR
Shares Held
728K
Value
$46.06M
WaterBridge Infrastructure LLC
WBI
Shares Held
700K
Value
$14.01M
Trex Company, Inc.
TREX
Shares Held
552K
Value
$19.36M
The Boeing Company
BA
Shares Held
518K
Value
$112.57M
EnerSys
ENS
Shares Held
468K
Value
$68.61M
3M Company
MMM
Shares Held
370K
Value
$59.24M
Builders FirstSource, Inc.
BLDR
Shares Held
240K
Value
$24.69M