Hill City Capital, LP: summary

Hill City Capital, LP reported 24 positions with a reported value of $3.02B in its 13F for Q3 2026. Compared with Q2 2026: 1 new positions, 5 exited.

Top positions

• First Solar Inc
• MASTEC INC COM
• DPC HOLDINGS PLC
• DYCOM INDS INC COM
• INTERNATIONAL PAPER CO COM
• STMICROELECTRONICS N V NY REGISTRY
• JAMES HARDIE IND PLC
• GRANITE CONSTRUCTION INC
• BOEING CO COM
• CEMEX SA DE CV