Filed: 5/15/2026ACC: 0001837343-26-000004
📋 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 $2.80B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
23
Positions
$2.80B
Total AUM (reported)
55.01M
Total Shares
Allocation by class
COM$2.07B73.8%
COM SHS$210.92M7.5%
SPON ADR NEW$123.58M4.4%
ORD$113.15M4.0%
ORD SHS$106.47M3.8%
NY REGISTRY$79.47M2.8%
CL A$42.86M1.5%
Portfolio Concentration
Top 3$1.47B52.3%
4–10$853.70M30.5%
11–25$480.46M17.2%
Top 3 weight
52.3%
Top 10 weight
82.8%
Voting Authority Distribution
Total shares with voting rights: 55.01M
Sole
Full voting authority
55.01M
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:
MASTEC INC
SOLEShares2.15M
TypeSH
Market value$693.35M
24.77%
Sole
2.15M
Shared
0.00
None
0.00
FIRST SOLAR INC
SOLEShares2.18M
TypeSH
Market value$429.54M
15.35%
Sole
2.18M
Shared
0.00
None
0.00
DYCOM INDS INC
SOLEShares1.01M
TypeSH
Market value$342.14M
12.22%
Sole
1.01M
Shared
0.00
None
0.00
INTERNATIONAL PAPER CO
SOLEShares4.20M
TypeSH
Market value$149.94M
5.36%
Sole
4.20M
Shared
0.00
None
0.00
GRANITE CONSTR INC
SOLEShares1.11M
TypeSH
Market value$133.07M
4.75%
Sole
1.11M
Shared
0.00
None
0.00
CEMEX SA EURO MTN BE 144A
SOLEShares10.80M
TypeSH
Market value$123.58M
4.41%
Sole
10.80M
Shared
0.00
None
0.00
CENTURI HOLDINGS INC
SOLEShares4.03M
TypeSH
Market value$117.72M
4.21%
Sole
4.03M
Shared
0.00
None
0.00
CRH PLC
SOLEShares1.08M
TypeSH
Market value$113.15M
4.04%
Sole
1.08M
Shared
0.00
None
0.00
BOEING CO
SOLEShares551.48K
TypeSH
Market value$109.76M
3.92%
Sole
551.48K
Shared
0.00
None
0.00
JAMES HARDIE INDS PLC
SOLEShares5.62M
TypeSH
Market value$106.47M
3.80%
Sole
5.62M
Shared
0.00
None
0.00
ARRAY TECHNOLOGIES INC
SOLEShares12.89M
TypeSH
Market value$93.20M
3.33%
Sole
12.89M
Shared
0.00
None
0.00
STMICROELECTRONICS N V
SOLEShares2.30M
TypeSH
Market value$79.47M
2.84%
Sole
2.30M
Shared
0.00
None
0.00
ADVANCED DRAIN SYS INC DEL
SOLEShares370K
TypeSH
Market value$50.74M
1.81%
Sole
370K
Shared
0.00
None
0.00
ATS CORP
SOLEShares1.65M
TypeSH
Market value$46.53M
1.66%
Sole
1.65M
Shared
0.00
None
0.00
ATKORE INC
SOLEShares728.21K
TypeSH
Market value$42.90M
1.53%
Sole
728.21K
Shared
0.00
None
0.00
CORE & MAIN INC
SOLEShares867.60K
TypeSH
Market value$42.86M
1.53%
Sole
867.60K
Shared
0.00
None
0.00
ENERSYS
SOLEShares190K
TypeSH
Market value$33.01M
1.18%
Sole
190K
Shared
0.00
None
0.00
TREX INC
SOLEShares550K
TypeSH
Market value$20.03M
0.72%
Sole
550K
Shared
0.00
None
0.00
WATERBRIDGE INFRASTRUCTURE L
SOLEShares700K
TypeSH
Market value$18.75M
0.67%
Sole
700K
Shared
0.00
None
0.00
TFI INTL INC
SOLEShares145K
TypeSH
Market value$15.75M
0.56%
Sole
145K
Shared
0.00
None
0.00
EQUIPMENTSHARE COM INC
SOLEShares750K
TypeSH
Market value$15.28M
0.55%
Sole
750K
Shared
0.00
None
0.00
WOLFSPEED INC
SOLEShares885K
TypeSH
Market value$14.44M
0.52%
Sole
885K
Shared
0.00
None
0.00
SOLV ENERGY INC
SOLEShares250K
TypeSH
Market value$7.51M
0.27%
Sole
250K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MASTEC INCSOLE | COM | 2.15M | SH | $693.35M 24.77% | 2.15M | 0.00 | 0.00 |
FIRST SOLAR INCSOLE | COM | 2.18M | SH | $429.54M 15.35% | 2.18M | 0.00 | 0.00 |
DYCOM INDS INCSOLE | COM | 1.01M | SH | $342.14M 12.22% | 1.01M | 0.00 | 0.00 |
INTERNATIONAL PAPER COSOLE | COM | 4.20M | SH | $149.94M 5.36% | 4.20M | 0.00 | 0.00 |
GRANITE CONSTR INCSOLE | COM | 1.11M | SH | $133.07M 4.75% | 1.11M | 0.00 | 0.00 |
CEMEX SA EURO MTN BE 144ASOLE | SPON ADR NEW | 10.80M | SH | $123.58M 4.41% | 10.80M | 0.00 | 0.00 |
CENTURI HOLDINGS INCSOLE | COM SHS | 4.03M | SH | $117.72M 4.21% | 4.03M | 0.00 | 0.00 |
CRH PLCSOLE | ORD | 1.08M | SH | $113.15M 4.04% | 1.08M | 0.00 | 0.00 |
BOEING COSOLE | COM | 551.48K | SH | $109.76M 3.92% | 551.48K | 0.00 | 0.00 |
JAMES HARDIE INDS PLCSOLE | ORD SHS | 5.62M | SH | $106.47M 3.80% | 5.62M | 0.00 | 0.00 |
ARRAY TECHNOLOGIES INCSOLE | COM SHS | 12.89M | SH | $93.20M 3.33% | 12.89M | 0.00 | 0.00 |
STMICROELECTRONICS N VSOLE | NY REGISTRY | 2.30M | SH | $79.47M 2.84% | 2.30M | 0.00 | 0.00 |
ADVANCED DRAIN SYS INC DELSOLE | COM | 370K | SH | $50.74M 1.81% | 370K | 0.00 | 0.00 |
ATS CORPSOLE | COM | 1.65M | SH | $46.53M 1.66% | 1.65M | 0.00 | 0.00 |
ATKORE INCSOLE | COM | 728.21K | SH | $42.90M 1.53% | 728.21K | 0.00 | 0.00 |
CORE & MAIN INCSOLE | CL A | 867.60K | SH | $42.86M 1.53% | 867.60K | 0.00 | 0.00 |
ENERSYSSOLE | COM | 190K | SH | $33.01M 1.18% | 190K | 0.00 | 0.00 |
TREX INCSOLE | COM | 550K | SH | $20.03M 0.72% | 550K | 0.00 | 0.00 |
WATERBRIDGE INFRASTRUCTURE LSOLE | CL A SHS REPSTG | 700K | SH | $18.75M 0.67% | 700K | 0.00 | 0.00 |
TFI INTL INCSOLE | COM | 145K | SH | $15.75M 0.56% | 145K | 0.00 | 0.00 |
EQUIPMENTSHARE COM INCSOLE | COM CL A | 750K | SH | $15.28M 0.55% | 750K | 0.00 | 0.00 |
WOLFSPEED INCSOLE | COMMON STOCK | 885K | SH | $14.44M 0.52% | 885K | 0.00 | 0.00 |
SOLV ENERGY INCSOLE | COM SHS CL A | 250K | SH | $7.51M 0.27% | 250K | 0.00 | 0.00 |