Filed: 11/13/2025ACC: 0001837343-25-000009
📋 What this filing means
HILL CITY CAPITAL, LP filed this quarterly 13F‑HR report disclosing 22 equity positions with a total reported market value of $2.36B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
22
Positions
$2.36B
Total AUM (reported)
53.83M
Total Shares
Allocation by class
COM$1.71B72.5%
COM SHS$186.15M7.9%
ORD$125.42M5.3%
COM CL A$102.37M4.3%
SPON ADR NEW$97.12M4.1%
ORD SHS$81.04M3.4%
CL A$41.75M1.8%
Portfolio Concentration
Top 3$1.21B51.3%
4–10$726.96M30.7%
11–25$423.70M17.9%
Top 3 weight
51.3%
Top 10 weight
82.1%
Voting Authority Distribution
Total shares with voting rights: 53.83M
Sole
Full voting authority
53.83M
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)
Sole22
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings22
Rows:
FIRST SOLAR INC
SOLEShares2.09M
TypeSH
Market value$460.91M
19.49%
Sole
2.09M
Shared
0.00
None
0.00
MASTEC INC
SOLEShares2.15M
TypeSH
Market value$458.61M
19.39%
Sole
2.15M
Shared
0.00
None
0.00
DYCOM INDS INC
SOLEShares1.01M
TypeSH
Market value$294.61M
12.46%
Sole
1.01M
Shared
0.00
None
0.00
CRH PLC
SOLEShares1.05M
TypeSH
Market value$125.42M
5.30%
Sole
1.05M
Shared
0.00
None
0.00
GRANITE CONSTR INC
SOLEShares1.11M
TypeSH
Market value$121.72M
5.15%
Sole
1.11M
Shared
0.00
None
0.00
ARRAY TECHNOLOGIES INC
SOLEShares12.89M
TypeSH
Market value$105.06M
4.44%
Sole
12.89M
Shared
0.00
None
0.00
SPIRIT AEROSYSTEMS HLDGS INC
SOLEShares2.65M
TypeSH
Market value$102.37M
4.33%
Sole
2.65M
Shared
0.00
None
0.00
CEMEX SAB DE CV
SOLEShares10.80M
TypeSH
Market value$97.12M
4.11%
Sole
10.80M
Shared
0.00
None
0.00
INTERNATIONAL PAPER CO
SOLEShares2.03M
TypeSH
Market value$94.19M
3.98%
Sole
2.03M
Shared
0.00
None
0.00
CENTURI HOLDINGS INC
SOLEShares3.83M
TypeSH
Market value$81.08M
3.43%
Sole
3.83M
Shared
0.00
None
0.00
JAMES HARDIE INDS PLC
SOLEShares4.22M
TypeSH
Market value$81.04M
3.43%
Sole
4.22M
Shared
0.00
None
0.00
3M CO
SOLEShares370K
TypeSH
Market value$57.42M
2.43%
Sole
370K
Shared
0.00
None
0.00
ENERSYS
SOLEShares467.50K
TypeSH
Market value$52.81M
2.23%
Sole
467.50K
Shared
0.00
None
0.00
ATKORE INC
SOLEShares728.21K
TypeSH
Market value$45.69M
1.93%
Sole
728.21K
Shared
0.00
None
0.00
ATS CORPORATION
SOLEShares1.65M
TypeSH
Market value$43.23M
1.83%
Sole
1.65M
Shared
0.00
None
0.00
CORE & MAIN INC
SOLEShares775.50K
TypeSH
Market value$41.75M
1.77%
Sole
775.50K
Shared
0.00
None
0.00
BUILDERS FIRSTSOURCE INC
SOLEShares240K
TypeSH
Market value$29.10M
1.23%
Sole
240K
Shared
0.00
None
0.00
ADVANCED DRAIN SYS INC DEL
SOLEShares150K
TypeSH
Market value$20.80M
0.88%
Sole
150K
Shared
0.00
None
0.00
WATERBRIDGE INFRASTRUCTURE L
SOLEShares700K
TypeSH
Market value$17.65M
0.75%
Sole
700K
Shared
0.00
None
0.00
SITEONE LANDSCAPE SUPPLY INC
SOLEShares100.25K
TypeSH
Market value$12.91M
0.55%
Sole
100.25K
Shared
0.00
None
0.00
TFI INTL INC
SOLEShares145K
TypeSH
Market value$12.77M
0.54%
Sole
145K
Shared
0.00
None
0.00
SABRE CORP
SOLEShares4.67M
TypeSH
Market value$8.54M
0.36%
Sole
4.67M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
FIRST SOLAR INCSOLE | COM | 2.09M | SH | $460.91M 19.49% | 2.09M | 0.00 | 0.00 |
MASTEC INCSOLE | COM | 2.15M | SH | $458.61M 19.39% | 2.15M | 0.00 | 0.00 |
DYCOM INDS INCSOLE | COM | 1.01M | SH | $294.61M 12.46% | 1.01M | 0.00 | 0.00 |
CRH PLCSOLE | ORD | 1.05M | SH | $125.42M 5.30% | 1.05M | 0.00 | 0.00 |
GRANITE CONSTR INCSOLE | COM | 1.11M | SH | $121.72M 5.15% | 1.11M | 0.00 | 0.00 |
ARRAY TECHNOLOGIES INCSOLE | COM SHS | 12.89M | SH | $105.06M 4.44% | 12.89M | 0.00 | 0.00 |
SPIRIT AEROSYSTEMS HLDGS INCSOLE | COM CL A | 2.65M | SH | $102.37M 4.33% | 2.65M | 0.00 | 0.00 |
CEMEX SAB DE CVSOLE | SPON ADR NEW | 10.80M | SH | $97.12M 4.11% | 10.80M | 0.00 | 0.00 |
INTERNATIONAL PAPER COSOLE | COM | 2.03M | SH | $94.19M 3.98% | 2.03M | 0.00 | 0.00 |
CENTURI HOLDINGS INCSOLE | COM SHS | 3.83M | SH | $81.08M 3.43% | 3.83M | 0.00 | 0.00 |
JAMES HARDIE INDS PLCSOLE | ORD SHS | 4.22M | SH | $81.04M 3.43% | 4.22M | 0.00 | 0.00 |
3M COSOLE | COM | 370K | SH | $57.42M 2.43% | 370K | 0.00 | 0.00 |
ENERSYSSOLE | COM | 467.50K | SH | $52.81M 2.23% | 467.50K | 0.00 | 0.00 |
ATKORE INCSOLE | COM | 728.21K | SH | $45.69M 1.93% | 728.21K | 0.00 | 0.00 |
ATS CORPORATIONSOLE | COM | 1.65M | SH | $43.23M 1.83% | 1.65M | 0.00 | 0.00 |
CORE & MAIN INCSOLE | CL A | 775.50K | SH | $41.75M 1.77% | 775.50K | 0.00 | 0.00 |
BUILDERS FIRSTSOURCE INCSOLE | COM | 240K | SH | $29.10M 1.23% | 240K | 0.00 | 0.00 |
ADVANCED DRAIN SYS INC DELSOLE | COM | 150K | SH | $20.80M 0.88% | 150K | 0.00 | 0.00 |
WATERBRIDGE INFRASTRUCTURE LSOLE | CL A SHS REPSTG | 700K | SH | $17.65M 0.75% | 700K | 0.00 | 0.00 |
SITEONE LANDSCAPE SUPPLY INCSOLE | COM | 100.25K | SH | $12.91M 0.55% | 100.25K | 0.00 | 0.00 |
TFI INTL INCSOLE | COM | 145K | SH | $12.77M 0.54% | 145K | 0.00 | 0.00 |
SABRE CORPSOLE | COM | 4.67M | SH | $8.54M 0.36% | 4.67M | 0.00 | 0.00 |