HILL CITY CAPITAL, LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ARRY | 12.89M | $105.06M |
 | CX | 10.80M | $97.12M |
 | SABR | 4.67M | $8.54M |
 | JHX | 4.22M | $81.04M |
 | CTRI | 3.83M | $81.08M |
 | SPR | 2.65M | $102.37M |
 | MTZ | 2.15M | $458.61M |
 | FSLR | 2.09M | $460.91M |
 | IP | 2.03M | $94.19M |
 | ATS | 1.65M | $43.23M |
 | GVA | 1.11M | $121.72M |
 | CRH | 1.05M | $125.42M |
 | DY | 1.01M | $294.61M |
 | CNM | 776K | $41.75M |
 | ATKR | 728K | $45.69M |
 | ENS | 468K | $52.81M |
 | MMM | 370K | $57.42M |
 | BLDR | 240K | $29.10M |
 | WMS | 150K | $20.80M |
 | TFII | 145K | $12.77M |
Array Technologies, Inc.
ARRY
Shares Held
12.89M
Value
$105.06M
CEMEX, S.A.B. de C.V.
CX
Shares Held
10.80M
Value
$97.12M
Sabre Corporation
SABR
Shares Held
4.67M
Value
$8.54M
James Hardie Industries plc
JHX
Shares Held
4.22M
Value
$81.04M
Centuri Holdings, Inc.
CTRI
Shares Held
3.83M
Value
$81.08M
Spirit AeroSystems Holdings, Inc.
SPR
Shares Held
2.65M
Value
$102.37M
MasTec, Inc.
MTZ
Shares Held
2.15M
Value
$458.61M
First Solar, Inc.
FSLR
Shares Held
2.09M
Value
$460.91M
International Paper Company
IP
Shares Held
2.03M
Value
$94.19M
ATS Corporation
ATS
Shares Held
1.65M
Value
$43.23M
Granite Construction Incorporated
GVA
Shares Held
1.11M
Value
$121.72M
CRH plc
CRH
Shares Held
1.05M
Value
$125.42M
Dycom Industries, Inc.
DY
Shares Held
1.01M
Value
$294.61M
Core & Main, Inc.
CNM
Shares Held
776K
Value
$41.75M
Atkore Inc.
ATKR
Shares Held
728K
Value
$45.69M
EnerSys
ENS
Shares Held
468K
Value
$52.81M
3M Company
MMM
Shares Held
370K
Value
$57.42M
Builders FirstSource, Inc.
BLDR
Shares Held
240K
Value
$29.10M
Advanced Drainage Systems, Inc.
WMS
Shares Held
150K
Value
$20.80M
TFI International Inc.
TFII
Shares Held
145K
Value
$12.77M