Filed: 5/14/2025ACC: 0001837343-25-000004
📋 What this filing means
HILL CITY CAPITAL, LP filed this quarterly 13F‑HR report disclosing 17 equity positions with a total reported market value of $1.34B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
17
Positions
$1.34B
Total AUM (reported)
36.61M
Total Shares
Allocation by class
COM$933.98M69.5%
COM CL A$205.90M15.3%
ORD$96.50M7.2%
COM SHS$69.47M5.2%
CL A$37.40M2.8%
Portfolio Concentration
Top 3$627.55M46.7%
4–10$581.41M43.3%
11–25$134.29M10.0%
Top 3 weight
46.7%
Top 10 weight
90.0%
Voting Authority Distribution
Total shares with voting rights: 36.61M
Sole
Full voting authority
36.61M
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)
Sole17
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings17
Rows:
MASTEC INC
SOLEShares2.15M
TypeSH
Market value$250.34M
18.64%
Sole
2.15M
Shared
0.00
None
0.00
SPIRIT AEROSYSTEMS HLDGS INC
SOLEShares5.97M
TypeSH
Market value$205.90M
15.33%
Sole
5.97M
Shared
0.00
None
0.00
FIRST SOLAR INC
SOLEShares1.35M
TypeSH
Market value$171.31M
12.75%
Sole
1.35M
Shared
0.00
None
0.00
DYCOM INDS INC
SOLEShares969.78K
TypeSH
Market value$147.74M
11.00%
Sole
969.78K
Shared
0.00
None
0.00
CRH PLC
SOLEShares1.10M
TypeSH
Market value$96.50M
7.18%
Sole
1.10M
Shared
0.00
None
0.00
INTERNATIONAL PAPER CO
SOLEShares1.80M
TypeSH
Market value$96.03M
7.15%
Sole
1.80M
Shared
0.00
None
0.00
GRANITE CONSTR INC
SOLEShares1.06M
TypeSH
Market value$79.93M
5.95%
Sole
1.06M
Shared
0.00
None
0.00
ARRAY TECHNOLOGIES INC
SOLEShares14.27M
TypeSH
Market value$69.47M
5.17%
Sole
14.27M
Shared
0.00
None
0.00
3M CO
SOLEShares370K
TypeSH
Market value$54.34M
4.05%
Sole
370K
Shared
0.00
None
0.00
CORE & MAIN INC
SOLEShares774.20K
TypeSH
Market value$37.40M
2.78%
Sole
774.20K
Shared
0.00
None
0.00
ATS CORP
SOLEShares1.30M
TypeSH
Market value$32.41M
2.41%
Sole
1.30M
Shared
0.00
None
0.00
BUILDERS FIRSTSOURCE INC
SOLEShares240K
TypeSH
Market value$29.99M
2.23%
Sole
240K
Shared
0.00
None
0.00
ENERSYS
SOLEShares317.50K
TypeSH
Market value$29.08M
2.16%
Sole
317.50K
Shared
0.00
None
0.00
WEX INC
SOLEShares85K
TypeSH
Market value$13.35M
0.99%
Sole
85K
Shared
0.00
None
0.00
SABRE CORP
SOLEShares4.67M
TypeSH
Market value$13.11M
0.98%
Sole
4.67M
Shared
0.00
None
0.00
TFI INTERNATIONAL INC
SOLEShares145K
TypeSH
Market value$11.23M
0.84%
Sole
145K
Shared
0.00
None
0.00
SITEONE LANDSCAPE SUPPLY INC
SOLEShares42.25K
TypeSH
Market value$5.13M
0.38%
Sole
42.25K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MASTEC INCSOLE | COM | 2.15M | SH | $250.34M 18.64% | 2.15M | 0.00 | 0.00 |
SPIRIT AEROSYSTEMS HLDGS INCSOLE | COM CL A | 5.97M | SH | $205.90M 15.33% | 5.97M | 0.00 | 0.00 |
FIRST SOLAR INCSOLE | COM | 1.35M | SH | $171.31M 12.75% | 1.35M | 0.00 | 0.00 |
DYCOM INDS INCSOLE | COM | 969.78K | SH | $147.74M 11.00% | 969.78K | 0.00 | 0.00 |
CRH PLCSOLE | ORD | 1.10M | SH | $96.50M 7.18% | 1.10M | 0.00 | 0.00 |
INTERNATIONAL PAPER COSOLE | COM | 1.80M | SH | $96.03M 7.15% | 1.80M | 0.00 | 0.00 |
GRANITE CONSTR INCSOLE | COM | 1.06M | SH | $79.93M 5.95% | 1.06M | 0.00 | 0.00 |
ARRAY TECHNOLOGIES INCSOLE | COM SHS | 14.27M | SH | $69.47M 5.17% | 14.27M | 0.00 | 0.00 |
3M COSOLE | COM | 370K | SH | $54.34M 4.05% | 370K | 0.00 | 0.00 |
CORE & MAIN INCSOLE | CL A | 774.20K | SH | $37.40M 2.78% | 774.20K | 0.00 | 0.00 |
ATS CORPSOLE | COM | 1.30M | SH | $32.41M 2.41% | 1.30M | 0.00 | 0.00 |
BUILDERS FIRSTSOURCE INCSOLE | COM | 240K | SH | $29.99M 2.23% | 240K | 0.00 | 0.00 |
ENERSYSSOLE | COM | 317.50K | SH | $29.08M 2.16% | 317.50K | 0.00 | 0.00 |
WEX INCSOLE | COM | 85K | SH | $13.35M 0.99% | 85K | 0.00 | 0.00 |
SABRE CORPSOLE | COM | 4.67M | SH | $13.11M 0.98% | 4.67M | 0.00 | 0.00 |
TFI INTERNATIONAL INCSOLE | COM | 145K | SH | $11.23M 0.84% | 145K | 0.00 | 0.00 |
SITEONE LANDSCAPE SUPPLY INCSOLE | COM | 42.25K | SH | $5.13M 0.38% | 42.25K | 0.00 | 0.00 |