13F-HR filed by Hill City Capital, LP
Hill City Capital, LP filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-13, with 23 holding rows worth $2,649,255,133.
- Accession
- 0001837343-26-000002
- Filer
- CIK 1837343
- Filed
- 2026-02-13
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 23 entries on the cover page, a total value of $2,649,255,133 stated on the cover page (in dollars after the unit check, H1), rows summing to $2,649,255,133 with VALUE read as dollars as filed, 13F file number 028-20893. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| FIRST SOLAR INC COM | 336433107 | Stock | 2,090,390 | $546,072,580 | dollars as filed | |
| MASTEC INC COM | 576323109 | Stock | 2,155,000 | $468,432,350 | dollars as filed | |
| DYCOM INDS INC COM | 267475101 | Stock | 1,009,784 | $341,206,014 | dollars as filed | |
| CRH PLC ORD | G25508105 | Stock | 1,046,000 | $130,540,800 | dollars as filed | |
| GRANITE CONSTR INC COM | 387328107 | Stock | 1,110,048 | $128,044,037 | dollars as filed | |
| CEMEX SAB DE CV SPON ADR NEW | 151290889 | ADR | 10,802,750 | $124,123,598 | dollars as filed | |
| ARRAY TECHNOLOGIES, INC. | 04271T100 | COM SHS | 12,891,300 | $118,857,786 | dollars as filed | |
| Boeing Company | 097023105 | COM | 518,483 | $112,573,029 | dollars as filed | |
| JAMES HARDIE INDS PLC ORD SHS | G4253H101 | Stock | 5,120,200 | $106,244,150 | dollars as filed | |
| CENTURI HOLDINGS INC | 155923105 | COM SHS | 4,030,000 | $101,757,500 | dollars as filed | |
| INTERNATIONAL PAPER CO COM | 460146103 | Stock | 2,430,000 | $95,717,700 | dollars as filed | |
| ENERSYS COM | 29275Y102 | Stock | 467,500 | $68,605,625 | dollars as filed | |
| 3M CO COM | 88579Y101 | Stock | 370,000 | $59,237,000 | dollars as filed | |
| ATKORE INC | 047649108 | COMMON STOCK | 728,206 | $46,059,030 | dollars as filed | |
| ATS CORPORATION | 00217Y104 | COM | 1,649,857 | $45,437,062 | dollars as filed | |
| CORE & MAIN INC CL A | 21874C102 | Stock | 797,000 | $41,420,090 | dollars as filed | |
| BUILDERS FIRSTSOURCE INC COM | 12008R107 | Stock | 240,000 | $24,693,600 | dollars as filed | |
| ADVANCED DRAIN SYS INC DEL COM | 00790R104 | Stock | 160,000 | $23,172,800 | dollars as filed | |
| TREX CO INC | 89531P105 | COM | 552,000 | $19,364,160 | dollars as filed | |
| TFI INTERNATIONAL INC COM | 87241L109 | Stock | 145,000 | $14,985,750 | dollars as filed | |
| WATERBRIDGE INFRASTRUCTURE L | 940923105 | CL A SHS REPSTG | 700,000 | $14,007,000 | dollars as filed | |
| SITEONE LANDSCAPE SUPPLY INC | 82982L103 | COM | 99,200 | $12,356,352 | dollars as filed | |
| SABRE CORP COM | 78573M104 | Stock | 4,667,000 | $6,347,120 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001837343-26-000002 | this filing | 2026-02-13 | acceptance time not in the bulk data set |