Filed: 8/13/2026ACC: 0001837343-26-000006
📋 What this filing means
HILL CITY CAPITAL, LP filed this quarterly 13F‑HR report disclosing 28 equity positions with a total reported market value of $3.91B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
28
Positions
$3.91B
Total AUM (reported)
58.67M
Total Shares
Allocation by class
COM$2.93B74.8%
NY REGISTRY$232.16M5.9%
COM SHS$217.39M5.6%
ORD SHS$149.85M3.8%
SPON ADR NEW$129.63M3.3%
ORD$118.38M3.0%
CL A$49.63M1.3%
Portfolio Concentration
Top 3$2.03B51.8%
4–10$1.14B29.1%
11–25$739.13M18.9%
Rest$10.44M0.3%
Top 3 weight
51.8%
Top 10 weight
80.9%
Voting Authority Distribution
Total shares with voting rights: 58.67M
Sole
Full voting authority
58.67M
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)
Sole28
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings28
Rows:
MASTEC INC
SOLEShares2.15M
TypeSH
Market value$896.61M
22.90%
Sole
2.15M
Shared
0.00
None
0.00
FIRST SOLAR INC
SOLEShares2.63M
TypeSH
Market value$620.13M
15.84%
Sole
2.63M
Shared
0.00
None
0.00
DYCOM INDS INC
SOLEShares1.01M
TypeSH
Market value$510.54M
13.04%
Sole
1.01M
Shared
0.00
None
0.00
STMICROELECTRONICS N V
SOLEShares3.10M
TypeSH
Market value$232.16M
5.93%
Sole
3.10M
Shared
0.00
None
0.00
INTERNATIONAL PAPER CO
SOLEShares5.10M
TypeSH
Market value$194.31M
4.96%
Sole
5.10M
Shared
0.00
None
0.00
GRANITE CONSTR INC
SOLEShares1.11M
TypeSH
Market value$175.51M
4.48%
Sole
1.11M
Shared
0.00
None
0.00
JAMES HARDIE INDS PLC
SOLEShares5.72M
TypeSH
Market value$149.85M
3.83%
Sole
5.72M
Shared
0.00
None
0.00
BOEING CO
SOLEShares621.58K
TypeSH
Market value$134.55M
3.44%
Sole
621.58K
Shared
0.00
None
0.00
CEMEX SA EURO MTN BE 144A
SOLEShares10.80M
TypeSH
Market value$129.63M
3.31%
Sole
10.80M
Shared
0.00
None
0.00
CENTURI HOLDINGS INC
SOLEShares4.03M
TypeSH
Market value$121.87M
3.11%
Sole
4.03M
Shared
0.00
None
0.00
CRH PLC
SOLEShares1.11M
TypeSH
Market value$118.38M
3.02%
Sole
1.11M
Shared
0.00
None
0.00
ARRAY TECHNOLOGIES INC
SOLEShares12.89M
TypeSH
Market value$95.52M
2.44%
Sole
12.89M
Shared
0.00
None
0.00
ADVANCED DRAIN SYS INC DEL
SOLEShares480K
TypeSH
Market value$75.34M
1.92%
Sole
480K
Shared
0.00
None
0.00
ATKORE INC
SOLEShares724.11K
TypeSH
Market value$55.06M
1.41%
Sole
724.11K
Shared
0.00
None
0.00
LITTELFUSE INC
SOLEShares120K
TypeSH
Market value$54.64M
1.40%
Sole
120K
Shared
0.00
None
0.00
BORGWARNER INC
SOLEShares802.17K
TypeSH
Market value$53.26M
1.36%
Sole
802.17K
Shared
0.00
None
0.00
CORE & MAIN INC
SOLEShares1.03M
TypeSH
Market value$49.63M
1.27%
Sole
1.03M
Shared
0.00
None
0.00
ATS CORPORATION
SOLEShares1.65M
TypeSH
Market value$47.48M
1.21%
Sole
1.65M
Shared
0.00
None
0.00
WOLFSPEED INC
SOLEShares935K
TypeSH
Market value$45.11M
1.15%
Sole
935K
Shared
0.00
None
0.00
ENERSYS
SOLEShares190K
TypeSH
Market value$44.43M
1.13%
Sole
190K
Shared
0.00
None
0.00
TREX INC
SOLEShares550K
TypeSH
Market value$27.52M
0.70%
Sole
550K
Shared
0.00
None
0.00
WATERBRIDGE INFRASTRUCTURE L
SOLEShares700K
TypeSH
Market value$23.99M
0.61%
Sole
700K
Shared
0.00
None
0.00
TFI INTERNATIONAL INC
SOLEShares145K
TypeSH
Market value$20.82M
0.53%
Sole
145K
Shared
0.00
None
0.00
GARRETT MOTION INC
SOLEShares500K
TypeSH
Market value$18.11M
0.46%
Sole
500K
Shared
0.00
None
0.00
DPC HOLDINGS PLC
SOLEShares200K
TypeSH
Market value$9.81M
0.25%
Sole
200K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MASTEC INCSOLE | COM | 2.15M | SH | $896.61M 22.90% | 2.15M | 0.00 | 0.00 |
FIRST SOLAR INCSOLE | COM | 2.63M | SH | $620.13M 15.84% | 2.63M | 0.00 | 0.00 |
DYCOM INDS INCSOLE | COM | 1.01M | SH | $510.54M 13.04% | 1.01M | 0.00 | 0.00 |
STMICROELECTRONICS N VSOLE | NY REGISTRY | 3.10M | SH | $232.16M 5.93% | 3.10M | 0.00 | 0.00 |
INTERNATIONAL PAPER COSOLE | COM | 5.10M | SH | $194.31M 4.96% | 5.10M | 0.00 | 0.00 |
GRANITE CONSTR INCSOLE | COM | 1.11M | SH | $175.51M 4.48% | 1.11M | 0.00 | 0.00 |
JAMES HARDIE INDS PLCSOLE | ORD SHS | 5.72M | SH | $149.85M 3.83% | 5.72M | 0.00 | 0.00 |
BOEING COSOLE | COM | 621.58K | SH | $134.55M 3.44% | 621.58K | 0.00 | 0.00 |
CEMEX SA EURO MTN BE 144ASOLE | SPON ADR NEW | 10.80M | SH | $129.63M 3.31% | 10.80M | 0.00 | 0.00 |
CENTURI HOLDINGS INCSOLE | COM SHS | 4.03M | SH | $121.87M 3.11% | 4.03M | 0.00 | 0.00 |
CRH PLCSOLE | ORD | 1.11M | SH | $118.38M 3.02% | 1.11M | 0.00 | 0.00 |
ARRAY TECHNOLOGIES INCSOLE | COM SHS | 12.89M | SH | $95.52M 2.44% | 12.89M | 0.00 | 0.00 |
ADVANCED DRAIN SYS INC DELSOLE | COM | 480K | SH | $75.34M 1.92% | 480K | 0.00 | 0.00 |
ATKORE INCSOLE | COM | 724.11K | SH | $55.06M 1.41% | 724.11K | 0.00 | 0.00 |
LITTELFUSE INCSOLE | COM | 120K | SH | $54.64M 1.40% | 120K | 0.00 | 0.00 |
BORGWARNER INCSOLE | COM | 802.17K | SH | $53.26M 1.36% | 802.17K | 0.00 | 0.00 |
CORE & MAIN INCSOLE | CL A | 1.03M | SH | $49.63M 1.27% | 1.03M | 0.00 | 0.00 |
ATS CORPORATIONSOLE | COM | 1.65M | SH | $47.48M 1.21% | 1.65M | 0.00 | 0.00 |
WOLFSPEED INCSOLE | COMMON STOCK | 935K | SH | $45.11M 1.15% | 935K | 0.00 | 0.00 |
ENERSYSSOLE | COM | 190K | SH | $44.43M 1.13% | 190K | 0.00 | 0.00 |
TREX INCSOLE | COM | 550K | SH | $27.52M 0.70% | 550K | 0.00 | 0.00 |
WATERBRIDGE INFRASTRUCTURE LSOLE | CL A SHS REPSTG | 700K | SH | $23.99M 0.61% | 700K | 0.00 | 0.00 |
TFI INTERNATIONAL INCSOLE | COM | 145K | SH | $20.82M 0.53% | 145K | 0.00 | 0.00 |
GARRETT MOTION INCSOLE | COM | 500K | SH | $18.11M 0.46% | 500K | 0.00 | 0.00 |
DPC HOLDINGS PLCSOLE | ORDINARY SHARES | 200K | SH | $9.81M 0.25% | 200K | 0.00 | 0.00 |
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