Stock Taper 
HILL CITY CAPITAL, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Array Technologies, Inc. | ARRY | 12.89M | $95.52M |
 CEMEX, S.A.B. de C.V. | CX | 10.8M | $129.63M |
 James Hardie Industries plc | JHX | 5.72M | $149.85M |
 International Paper Company | IP | 5.1M | $194.31M |
 Centuri Holdings, Inc. | CTRI | 4.03M | $121.87M |
 STMicroelectronics N.V. | STM | 3.1M | $232.16M |
 First Solar, Inc. | FSLR | 2.63M | $620.13M |
 MasTec, Inc. | MTZ | 2.15M | $896.61M |
 Granite Construction Incorporated | GVA | 1.11M | $175.51M |
 CRH plc | CRH | 1.11M | $118.38M |
 Core & Main, Inc. | CNM | 1.03M | $49.63M |
 Dycom Industries, Inc. | DY | 1.01M | $510.54M |
 Wolfspeed Inc. | WOLF | 935K | $45.11M |
 BorgWarner Inc. | BWA | 802.17K | $53.26M |
 Atkore Inc. | ATKR | 724.11K | $55.06M |
 The Boeing Company | BA | 621.58K | $134.55M |
 Trex Company, Inc. | TREX | 550K | $27.52M |
 Garrett Motion Inc. | GTX | 500K | $18.11M |
 Advanced Drainage Systems, Inc. | WMS | 480K | $75.34M |
 EnerSys | ENS | 190K | $44.43M |