HILL CITY CAPITAL, LP
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ARRY | 12.89M | $93.20M |
 | CX | 10.80M | $123.58M |
 | JHX | 5.62M | $106.47M |
 | IP | 4.20M | $149.94M |
 | CTRI | 4.03M | $117.72M |
 | STM | 2.30M | $79.47M |
 | FSLR | 2.18M | $429.54M |
 | MTZ | 2.15M | $693.35M |
 | ATS | 1.65M | $46.53M |
 | GVA | 1.11M | $133.07M |
 | CRH | 1.08M | $113.15M |
 | DY | 1.01M | $342.14M |
 | WOLF | 885K | $14.44M |
 | CNM | 868K | $42.86M |
 | EQPT | 750K | $15.28M |
 | ATKR | 728K | $42.90M |
 | WBI | 700K | $18.75M |
 | BA | 551K | $109.76M |
 | TREX | 550K | $20.03M |
 | WMS | 370K | $50.74M |
Array Technologies, Inc.
ARRY
Shares Held
12.89M
Value
$93.20M
CEMEX, S.A.B. de C.V.
CX
Shares Held
10.80M
Value
$123.58M
James Hardie Industries plc
JHX
Shares Held
5.62M
Value
$106.47M
International Paper Company
IP
Shares Held
4.20M
Value
$149.94M
Centuri Holdings, Inc.
CTRI
Shares Held
4.03M
Value
$117.72M
STMicroelectronics N.V.
STM
Shares Held
2.30M
Value
$79.47M
First Solar, Inc.
FSLR
Shares Held
2.18M
Value
$429.54M
MasTec, Inc.
MTZ
Shares Held
2.15M
Value
$693.35M
ATS Corporation
ATS
Shares Held
1.65M
Value
$46.53M
Granite Construction Incorporated
GVA
Shares Held
1.11M
Value
$133.07M
CRH plc
CRH
Shares Held
1.08M
Value
$113.15M
Dycom Industries, Inc.
DY
Shares Held
1.01M
Value
$342.14M
Wolfspeed Inc.
WOLF
Shares Held
885K
Value
$14.44M
Core & Main, Inc.
CNM
Shares Held
868K
Value
$42.86M
EquipmentShare.com Inc.
EQPT
Shares Held
750K
Value
$15.28M
Atkore Inc.
ATKR
Shares Held
728K
Value
$42.90M
WaterBridge Infrastructure LLC
WBI
Shares Held
700K
Value
$18.75M
The Boeing Company
BA
Shares Held
551K
Value
$109.76M
Trex Company, Inc.
TREX
Shares Held
550K
Value
$20.03M
Advanced Drainage Systems, Inc.
WMS
Shares Held
370K
Value
$50.74M