13F-HR/A filed by Hill City Capital, LP
Hill City Capital, LP filed this 13F-HR/A for the quarter ended 2026-06-30, filed 2026-08-17, with 28 holding rows worth $4,282,363,364.
- Accession
- 0001837343-26-000007
- Filer
- CIK 1837343
- Filed
- 2026-08-17
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, amendment of type restatement, 28 entries on the cover page, a total value of $4,282,363,364 stated on the cover page (in dollars after the unit check, H1), rows summing to $4,282,363,364 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 |
|---|---|---|---|---|---|---|
| MASTEC INC COM | 576323109 | Stock | 2,155,000 | $896,609,300 | dollars as filed | |
| FIRST SOLAR INC COM | 336433107 | Stock | 2,628,130 | $620,133,555 | dollars as filed | |
| DYCOM INDS INC COM | 267475101 | Stock | 1,009,784 | $510,536,693 | dollars as filed | |
| DPC HOLDINGS PLC | G2R11M108 | ORDINARY SHARES | 7,693,605 | $377,448,261 | dollars as filed | |
| STMICROELECTRONICS N V NY REGISTRY | 861012102 | ADR | 3,100,000 | $232,159,000 | dollars as filed | |
| INTERNATIONAL PAPER CO COM | 460146103 | Stock | 5,100,000 | $194,310,000 | dollars as filed | |
| GRANITE CONSTR INC COM | 387328107 | Stock | 1,110,248 | $175,508,004 | dollars as filed | |
| JAMES HARDIE INDS PLC ORD SHS | G4253H101 | Stock | 5,723,900 | $149,851,702 | dollars as filed | |
| Boeing Company | 097023105 | COM | 621,583 | $134,554,072 | dollars as filed | |
| CEMEX SAB DE CV SPON ADR NEW | 151290889 | ADR | 10,802,750 | $129,633,000 | dollars as filed | |
| CENTURI HOLDINGS INC | 155923105 | COM SHS | 4,030,000 | $121,867,200 | dollars as filed | |
| CRH PLC ORD | G25508105 | Stock | 1,106,400 | $118,384,800 | dollars as filed | |
| ARRAY TECHNOLOGIES, INC. | 04271T100 | COM SHS | 12,891,300 | $95,524,533 | dollars as filed | |
| ADVANCED DRAIN SYS INC DEL COM | 00790R104 | Stock | 480,000 | $75,340,800 | dollars as filed | |
| ATKORE INC | 047649108 | COMMON STOCK | 724,106 | $55,061,020 | dollars as filed | |
| LITTELFUSE INC COM | 537008104 | Stock | 120,000 | $54,639,600 | dollars as filed | |
| BORGWARNER INC COM | 099724106 | Stock | 802,170 | $53,264,088 | dollars as filed | |
| CORE & MAIN INC CL A | 21874C102 | Stock | 1,028,650 | $49,632,363 | dollars as filed | |
| ATS CORPORATION | 00217Y104 | COM | 1,649,857 | $47,482,884 | dollars as filed | |
| WOLFSPEED INC | 97785W106 | COMMON STOCK | 935,000 | $45,113,750 | dollars as filed | |
| ENERSYS COM | 29275Y102 | Stock | 190,000 | $44,425,800 | dollars as filed | |
| TREX CO INC | 89531P105 | COM | 550,000 | $27,522,000 | dollars as filed | |
| WATERBRIDGE INFRASTRUCTURE L | 940923105 | CL A SHS REPSTG | 700,000 | $23,989,000 | dollars as filed | |
| TFI INTERNATIONAL INC COM | 87241L109 | Stock | 145,000 | $20,817,650 | dollars as filed | |
| GARRETT MOTION INC | 366505105 | COM | 500,000 | $18,115,000 | dollars as filed | |
| SOLV Energy Inc | 78475V103 | Class A Common Stock | 250,000 | $8,512,500 | dollars as filed | |
| Erock Inc Class Class A | 296013105 | COM | 110,000 | $1,595,000 | dollars as filed | |
| SITEONE LANDSCAPE SUPPLY INC | 82982L103 | COM | 2,900 | $331,789 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001837343-26-000006 | superseded | 2026-08-13 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001837343-26-000007 | this filing | 2026-08-17 | acceptance time not in the bulk data set |