Filed: 2/13/2026ACC: 0001837343-26-000002
📋 What this filing means
HILL CITY CAPITAL, LP filed this quarterly 13F‑HR report disclosing 23 equity positions with a total reported market value of $2.65B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
23
Positions
$2.65B
Total AUM (reported)
53.78M
Total Shares
Allocation by class
COM$2.01B76.0%
COM SHS$220.62M8.3%
ORD$130.54M4.9%
SPON ADR NEW$124.12M4.7%
ORD SHS$106.24M4.0%
CL A$41.42M1.6%
CL A SHS REPSTG$14.01M0.5%
Portfolio Concentration
Top 3$1.36B51.2%
4–10$822.14M31.0%
11–25$471.40M17.8%
Top 3 weight
51.2%
Top 10 weight
82.2%
Voting Authority Distribution
Total shares with voting rights: 53.78M
Sole
Full voting authority
53.78M
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)
Sole23
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings23
Rows:
FIRST SOLAR INC
SOLEShares2.09M
TypeSH
Market value$546.07M
20.61%
Sole
2.09M
Shared
0.00
None
0.00
MASTEC INC
SOLEShares2.15M
TypeSH
Market value$468.43M
17.68%
Sole
2.15M
Shared
0.00
None
0.00
DYCOM INDS INC
SOLEShares1.01M
TypeSH
Market value$341.21M
12.88%
Sole
1.01M
Shared
0.00
None
0.00
CRH PLC
SOLEShares1.05M
TypeSH
Market value$130.54M
4.93%
Sole
1.05M
Shared
0.00
None
0.00
GRANITE CONSTR INC
SOLEShares1.11M
TypeSH
Market value$128.04M
4.83%
Sole
1.11M
Shared
0.00
None
0.00
CEMEX SAB DE CV
SOLEShares10.80M
TypeSH
Market value$124.12M
4.69%
Sole
10.80M
Shared
0.00
None
0.00
ARRAY TECHNOLOGIES INC
SOLEShares12.89M
TypeSH
Market value$118.86M
4.49%
Sole
12.89M
Shared
0.00
None
0.00
BOEING CO
SOLEShares518.48K
TypeSH
Market value$112.57M
4.25%
Sole
518.48K
Shared
0.00
None
0.00
JAMES HARDIE INDS PLC
SOLEShares5.12M
TypeSH
Market value$106.24M
4.01%
Sole
5.12M
Shared
0.00
None
0.00
CENTURI HOLDINGS INC
SOLEShares4.03M
TypeSH
Market value$101.76M
3.84%
Sole
4.03M
Shared
0.00
None
0.00
INTERNATIONAL PAPER CO
SOLEShares2.43M
TypeSH
Market value$95.72M
3.61%
Sole
2.43M
Shared
0.00
None
0.00
ENERSYS
SOLEShares467.50K
TypeSH
Market value$68.61M
2.59%
Sole
467.50K
Shared
0.00
None
0.00
3M CO
SOLEShares370K
TypeSH
Market value$59.24M
2.24%
Sole
370K
Shared
0.00
None
0.00
ATKORE INC
SOLEShares728.21K
TypeSH
Market value$46.06M
1.74%
Sole
728.21K
Shared
0.00
None
0.00
ATS CORP
SOLEShares1.65M
TypeSH
Market value$45.44M
1.72%
Sole
1.65M
Shared
0.00
None
0.00
CORE & MAIN INC
SOLEShares797K
TypeSH
Market value$41.42M
1.56%
Sole
797K
Shared
0.00
None
0.00
BUILDERS FIRSTSOURCE INC
SOLEShares240K
TypeSH
Market value$24.69M
0.93%
Sole
240K
Shared
0.00
None
0.00
ADVANCED DRAIN SYS INC DEL
SOLEShares160K
TypeSH
Market value$23.17M
0.87%
Sole
160K
Shared
0.00
None
0.00
TREX CO INC
SOLEShares552K
TypeSH
Market value$19.36M
0.73%
Sole
552K
Shared
0.00
None
0.00
TFI INTL INC
SOLEShares145K
TypeSH
Market value$14.99M
0.57%
Sole
145K
Shared
0.00
None
0.00
WATERBRIDGE INFRASTRUCTURE L
SOLEShares700K
TypeSH
Market value$14.01M
0.53%
Sole
700K
Shared
0.00
None
0.00
SITEONE LANDSCAPE SUPPLY INC
SOLEShares99.20K
TypeSH
Market value$12.36M
0.47%
Sole
99.20K
Shared
0.00
None
0.00
SABRE CORP
SOLEShares4.67M
TypeSH
Market value$6.35M
0.24%
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 | $546.07M 20.61% | 2.09M | 0.00 | 0.00 |
MASTEC INCSOLE | COM | 2.15M | SH | $468.43M 17.68% | 2.15M | 0.00 | 0.00 |
DYCOM INDS INCSOLE | COM | 1.01M | SH | $341.21M 12.88% | 1.01M | 0.00 | 0.00 |
CRH PLCSOLE | ORD | 1.05M | SH | $130.54M 4.93% | 1.05M | 0.00 | 0.00 |
GRANITE CONSTR INCSOLE | COM | 1.11M | SH | $128.04M 4.83% | 1.11M | 0.00 | 0.00 |
CEMEX SAB DE CVSOLE | SPON ADR NEW | 10.80M | SH | $124.12M 4.69% | 10.80M | 0.00 | 0.00 |
ARRAY TECHNOLOGIES INCSOLE | COM SHS | 12.89M | SH | $118.86M 4.49% | 12.89M | 0.00 | 0.00 |
BOEING COSOLE | COM | 518.48K | SH | $112.57M 4.25% | 518.48K | 0.00 | 0.00 |
JAMES HARDIE INDS PLCSOLE | ORD SHS | 5.12M | SH | $106.24M 4.01% | 5.12M | 0.00 | 0.00 |
CENTURI HOLDINGS INCSOLE | COM SHS | 4.03M | SH | $101.76M 3.84% | 4.03M | 0.00 | 0.00 |
INTERNATIONAL PAPER COSOLE | COM | 2.43M | SH | $95.72M 3.61% | 2.43M | 0.00 | 0.00 |
ENERSYSSOLE | COM | 467.50K | SH | $68.61M 2.59% | 467.50K | 0.00 | 0.00 |
3M COSOLE | COM | 370K | SH | $59.24M 2.24% | 370K | 0.00 | 0.00 |
ATKORE INCSOLE | COM | 728.21K | SH | $46.06M 1.74% | 728.21K | 0.00 | 0.00 |
ATS CORPSOLE | COM | 1.65M | SH | $45.44M 1.72% | 1.65M | 0.00 | 0.00 |
CORE & MAIN INCSOLE | CL A | 797K | SH | $41.42M 1.56% | 797K | 0.00 | 0.00 |
BUILDERS FIRSTSOURCE INCSOLE | COM | 240K | SH | $24.69M 0.93% | 240K | 0.00 | 0.00 |
ADVANCED DRAIN SYS INC DELSOLE | COM | 160K | SH | $23.17M 0.87% | 160K | 0.00 | 0.00 |
TREX CO INCSOLE | COM | 552K | SH | $19.36M 0.73% | 552K | 0.00 | 0.00 |
TFI INTL INCSOLE | COM | 145K | SH | $14.99M 0.57% | 145K | 0.00 | 0.00 |
WATERBRIDGE INFRASTRUCTURE LSOLE | CL A SHS REPSTG | 700K | SH | $14.01M 0.53% | 700K | 0.00 | 0.00 |
SITEONE LANDSCAPE SUPPLY INCSOLE | COM | 99.20K | SH | $12.36M 0.47% | 99.20K | 0.00 | 0.00 |
SABRE CORPSOLE | COM | 4.67M | SH | $6.35M 0.24% | 4.67M | 0.00 | 0.00 |