Funds › Hill City Capital, LP
Hill City Capital, LP
13F for Q3 2026, filed Nov 13, 2026. 24 positions worth $3.0B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
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Holdings, Q3 2026
Largest first. Common shares only.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | FSLR First Solar, Inc. | 3.06M | $535.8M | 17.7% | +16.4% | 13F ↗ |
| 2 | MTZ MasTec, Inc. | 2.15M | $460.4M | 15.2% | Unchanged | 13F ↗ |
| 3 | DPC DPC Holdings PLC | 7.69M | $325.1M | 10.8% | Unchanged | 13F ↗ |
| 4 | DY Dycom Industries, Inc. | 1.01M | $271.7M | 9.0% | Unchanged | 13F ↗ |
| 5 | IP International Paper Company | 5.30M | $175.8M | 5.8% | +3.9% | 13F ↗ |
| 6 | STM STMicroelectronics N.V. | 3.10M | $165.4M | 5.5% | Unchanged | 13F ↗ |
| 7 | JHX James Hardie Industries plc. | 5.72M | $144.9M | 4.8% | Unchanged | 13F ↗ |
| 8 | GVA Granite Construction Incorporated | 1.11M | $128.7M | 4.3% | Unchanged | 13F ↗ |
| 9 | BA Boeing Company | 622,421 | $115.8M | 3.8% | +0.1% | 13F ↗ |
| 10 | CX Cemex, S.A.B. de C.V. · ADR | 10.80M | $102.7M | 3.4% | Unchanged | 13F ↗ |
| 11 | CRH Crh plc | 1.11M | $91.6M | 3.0% | Unchanged | 13F ↗ |
| 12 | CTRI Centuri Holdings, Inc. | 4.23M | $84.8M | 2.8% | +5.0% | 13F ↗ |
| 13 | Atkore Inc | 724,106 | $68.6M | 2.3% | Unchanged | 13F ↗ |
| 14 | WMS Advanced Drainage Systems, Inc. | 480,000 | $60.8M | 2.0% | Unchanged | 13F ↗ |
| 15 | LFUS Littelfuse, Inc. | 140,000 | $59.3M | 2.0% | +16.7% | 13F ↗ |
| 16 | ARRY Array Technologies, Inc. | 12.89M | $52.0M | 1.7% | Unchanged | 13F ↗ |
| 17 | BWA BorgWarner Inc. | 803,528 | $48.3M | 1.6% | +0.2% | 13F ↗ |
| 18 | CNM Core & Main, Inc. | 1.11M | $46.0M | 1.5% | +7.8% | 13F ↗ |
| 19 | ATS ATS Corporation | 1.65M | $29.8M | 1.0% | Unchanged | 13F ↗ |
| 20 | WOLF Wolfspeed, Inc. | 935,000 | $26.3M | 0.9% | Unchanged | 13F ↗ |
| 21 | TFII TFI International Inc. | 145,000 | $17.4M | 0.6% | Unchanged | 13F ↗ |
| 22 | MWH SOLV Energy, Inc. | 250,000 | $6.0M | 0.2% | Unchanged | 13F ↗ |
| 23 | EQPT EquipmentShare.com Inc | 252,500 | $4.4M | 0.1% | New | 13F ↗ |
| 24 | SITE SiteOne Landscape Supply, Inc. | 2,900 | $261.9K | <0.1% | Unchanged | 13F ↗ |
Changes since Q2 2026
1 new, 7 added to, 0 trimmed, 5 exited, 16 unchanged. By estimated dollars.
New positions (1)
| Position | Shares | Change | Est. dollars |
|---|---|---|---|
| EQPT EquipmentShare.com Inc | 252,500 | New | $4.4M |
Added to (7)
Trimmed (0)
None this quarter.
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
Compare two quarters
Pick any two quarters: what is new, added to, trimmed or exited. Premium plan.
Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
Pick a quarter to see what the fund's biggest positions were then.
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 13, 2026 | 13F-HR | 24 | $3.0B | Current | SEC ↗ |
| Q2 2026 | Aug 17, 2026 | 13F-HR/A (restatement) | 28 | $4.3B | Current | SEC ↗ |
| Q2 2026 | Aug 13, 2026 | 13F-HR | 28 | $3.9B | Replaced | SEC ↗ |
| Q1 2026 | May 15, 2026 | 13F-HR | 23 | $2.8B | Current | SEC ↗ |
| Q4 2025 | Feb 13, 2026 | 13F-HR | 23 | $2.6B | Current | SEC ↗ |
| Q3 2025 | Nov 13, 2025 | 13F-HR | 22 | $2.4B | Current | SEC ↗ |
| Q2 2025 | Aug 14, 2025 | 13F-HR | 20 | $2.0B | Current | SEC ↗ |
| Q1 2025 | May 14, 2025 | 13F-HR | 17 | $1.3B | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer