Filed: 2/14/2025ACC: 0001837343-25-000002
📋 What this filing means
HILL CITY CAPITAL, LP filed this quarterly 13F‑HR report disclosing 19 equity positions with a total reported market value of $1.56B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
19
Positions
$1.56B
Total AUM (reported)
43.38M
Total Shares
Allocation by class
COM$1.09B70.0%
COM CL A$203.63M13.0%
ORD$101.49M6.5%
COM SHS$86.16M5.5%
CL A$77.85M5.0%
Portfolio Concentration
Top 3$643.41M41.2%
4–10$669.81M42.9%
11–25$248.02M15.9%
Top 3 weight
41.2%
Top 10 weight
84.1%
Voting Authority Distribution
Total shares with voting rights: 43.38M
Sole
Full voting authority
43.38M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole19
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings19
Rows:
MASTEC INC
SOLEShares2.13M
TypeSH
Market value$289.98M
18.57%
Sole
2.13M
Shared
0.00
None
0.00
SPIRIT AEROSYSTEMS HLDGS INC
SOLEShares5.97M
TypeSH
Market value$203.63M
13.04%
Sole
5.97M
Shared
0.00
None
0.00
FIRST SOLAR INC
SOLEShares850K
TypeSH
Market value$149.80M
9.60%
Sole
850K
Shared
0.00
None
0.00
DYCOM INDS INC
SOLEShares849.78K
TypeSH
Market value$147.91M
9.47%
Sole
849.78K
Shared
0.00
None
0.00
TRIUMPH GROUP INC NEW
SOLEShares5.95M
TypeSH
Market value$111.05M
7.11%
Sole
5.95M
Shared
0.00
None
0.00
CRH PLC
SOLEShares1.10M
TypeSH
Market value$101.49M
6.50%
Sole
1.10M
Shared
0.00
None
0.00
GRANITE CONSTR INC
SOLEShares1.05M
TypeSH
Market value$92.00M
5.89%
Sole
1.05M
Shared
0.00
None
0.00
ARRAY TECHNOLOGIES INC
SOLEShares14.27M
TypeSH
Market value$86.16M
5.52%
Sole
14.27M
Shared
0.00
None
0.00
INTERNATIONAL PAPER CO
SOLEShares1.55M
TypeSH
Market value$83.42M
5.34%
Sole
1.55M
Shared
0.00
None
0.00
3M CO
SOLEShares370K
TypeSH
Market value$47.76M
3.06%
Sole
370K
Shared
0.00
None
0.00
CORE & MAIN INC
SOLEShares774.20K
TypeSH
Market value$39.41M
2.52%
Sole
774.20K
Shared
0.00
None
0.00
ATKORE INC
SOLEShares460.91K
TypeSH
Market value$38.46M
2.46%
Sole
460.91K
Shared
0.00
None
0.00
LANDBRIDGE COMPANY LLC
SOLEShares595K
TypeSH
Market value$38.44M
2.46%
Sole
595K
Shared
0.00
None
0.00
BUILDERS FIRSTSOURCE INC
SOLEShares240K
TypeSH
Market value$34.30M
2.20%
Sole
240K
Shared
0.00
None
0.00
ENERSYS
SOLEShares277.50K
TypeSH
Market value$25.65M
1.64%
Sole
277.50K
Shared
0.00
None
0.00
SABRE CORP
SOLEShares6.62M
TypeSH
Market value$24.15M
1.55%
Sole
6.62M
Shared
0.00
None
0.00
TFI INTL INC
SOLEShares145K
TypeSH
Market value$19.59M
1.25%
Sole
145K
Shared
0.00
None
0.00
WEX INC
SOLEShares85K
TypeSH
Market value$14.90M
0.95%
Sole
85K
Shared
0.00
None
0.00
XPO INC
SOLEShares100K
TypeSH
Market value$13.12M
0.84%
Sole
100K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MASTEC INCSOLE | COM | 2.13M | SH | $289.98M 18.57% | 2.13M | 0.00 | 0.00 |
SPIRIT AEROSYSTEMS HLDGS INCSOLE | COM CL A | 5.97M | SH | $203.63M 13.04% | 5.97M | 0.00 | 0.00 |
FIRST SOLAR INCSOLE | COM | 850K | SH | $149.80M 9.60% | 850K | 0.00 | 0.00 |
DYCOM INDS INCSOLE | COM | 849.78K | SH | $147.91M 9.47% | 849.78K | 0.00 | 0.00 |
TRIUMPH GROUP INC NEWSOLE | COM | 5.95M | SH | $111.05M 7.11% | 5.95M | 0.00 | 0.00 |
CRH PLCSOLE | ORD | 1.10M | SH | $101.49M 6.50% | 1.10M | 0.00 | 0.00 |
GRANITE CONSTR INCSOLE | COM | 1.05M | SH | $92.00M 5.89% | 1.05M | 0.00 | 0.00 |
ARRAY TECHNOLOGIES INCSOLE | COM SHS | 14.27M | SH | $86.16M 5.52% | 14.27M | 0.00 | 0.00 |
INTERNATIONAL PAPER COSOLE | COM | 1.55M | SH | $83.42M 5.34% | 1.55M | 0.00 | 0.00 |
3M COSOLE | COM | 370K | SH | $47.76M 3.06% | 370K | 0.00 | 0.00 |
CORE & MAIN INCSOLE | CL A | 774.20K | SH | $39.41M 2.52% | 774.20K | 0.00 | 0.00 |
ATKORE INCSOLE | COM | 460.91K | SH | $38.46M 2.46% | 460.91K | 0.00 | 0.00 |
LANDBRIDGE COMPANY LLCSOLE | CL A | 595K | SH | $38.44M 2.46% | 595K | 0.00 | 0.00 |
BUILDERS FIRSTSOURCE INCSOLE | COM | 240K | SH | $34.30M 2.20% | 240K | 0.00 | 0.00 |
ENERSYSSOLE | COM | 277.50K | SH | $25.65M 1.64% | 277.50K | 0.00 | 0.00 |
SABRE CORPSOLE | COM | 6.62M | SH | $24.15M 1.55% | 6.62M | 0.00 | 0.00 |
TFI INTL INCSOLE | COM | 145K | SH | $19.59M 1.25% | 145K | 0.00 | 0.00 |
WEX INCSOLE | COM | 85K | SH | $14.90M 0.95% | 85K | 0.00 | 0.00 |
XPO INCSOLE | COM | 100K | SH | $13.12M 0.84% | 100K | 0.00 | 0.00 |