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Hill City Capital, LP

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13F filer, CIK 1837343, BOSTON, MA

Hill City Capital, LP reported $2,799,187,967 across 23 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15. Its ten largest share positions make up 82.84% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001837343-26-000004

Period
2026-03-31
Reported value
$2.8B
Holdings
23
Top 10 weight
82.84%
New
4
Sold out
4

Largest buys vs the previous quarter

SecurityShares changeApprox. value
STMnew+2,300,000$79.5M
IPadded+1,770,000$63.2M
WMSadded+210,000$28.8M
FSLRadded+87,150$17.2M
EQPTnew+750,000$15.3M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
MMMexited-370,000-$59.2M
ENSreduced-277,500-$48.2M
BLDRexited-240,000-$24.7M
SITEexited-99,200-$12.4M
SABRexited-4,667,000-$6.35M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001837343-26-000004, largest first. % of portfolio is the value over $2,799,187,967, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
MTZMASTEC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,130,000 shares; 2024Q4: 2,130,000 shares; 2025Q1: 2,145,000 shares; 2025Q2: 2,155,000 shares; 2025Q3: 2,155,000 shares; 2025Q4: 2,155,000 shares; 2026Q1: 2,155,000 shares 2,155,000$693M24.77%0Timeline
FSLRFIRST SOLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 460,000 shares; 2024Q4: 850,000 shares; 2025Q1: 1,355,000 shares; 2025Q2: 2,150,000 shares; 2025Q3: 2,090,000 shares; 2025Q4: 2,090,390 shares; 2026Q1: 2,177,540 shares 2,177,540$430M15.35%+87,150Timeline
DYDYCOM INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 679,784 shares; 2024Q4: 849,784 shares; 2025Q1: 969,784 shares; 2025Q2: 1,009,784 shares; 2025Q3: 1,009,784 shares; 2025Q4: 1,009,784 shares; 2026Q1: 1,009,784 shares 1,009,784$342M12.22%0Timeline
IPINTERNATIONAL PAPER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,550,000 shares; 2024Q4: 1,550,000 shares; 2025Q1: 1,800,000 shares; 2025Q2: 1,930,000 shares; 2025Q3: 2,030,000 shares; 2025Q4: 2,430,000 shares; 2026Q1: 4,200,000 shares 4,200,000$150M5.36%+1,770,000Timeline
GVAGRANITE CONSTR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 978,938 shares; 2024Q4: 1,048,938 shares; 2025Q1: 1,060,048 shares; 2025Q2: 1,110,548 shares; 2025Q3: 1,110,048 shares; 2025Q4: 1,110,048 shares; 2026Q1: 1,110,048 shares 1,110,048$133M4.75%0Timeline
CXCEMEX SAB DE CVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,252,500 shares; 2025Q3: 10,802,750 shares; 2025Q4: 10,802,750 shares; 2026Q1: 10,802,750 shares 10,802,750$124M4.41%0Timeline
CTRICENTURI HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,030,000 shares; 2025Q3: 3,830,000 shares; 2025Q4: 4,030,000 shares; 2026Q1: 4,030,000 shares 4,030,000$118M4.21%0Timeline
CRHCRH PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,097,000 shares; 2024Q4: 1,097,000 shares; 2025Q1: 1,097,000 shares; 2025Q2: 1,097,000 shares; 2025Q3: 1,046,000 shares; 2025Q4: 1,046,000 shares; 2026Q1: 1,076,400 shares 1,076,400$113M4.04%+30,400Timeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 518,483 shares; 2026Q1: 551,483 shares 551,483$110M3.92%+33,000Timeline
JHXJAMES HARDIE INDS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,218,500 shares; 2025Q4: 5,120,200 shares; 2026Q1: 5,621,700 shares 5,621,700$106M3.8%+501,500Timeline
ARRYARRAY TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,265,335 shares; 2024Q4: 14,265,335 shares; 2025Q1: 14,265,335 shares; 2025Q2: 14,265,335 shares; 2025Q3: 12,891,300 shares; 2025Q4: 12,891,300 shares; 2026Q1: 12,891,300 shares 12,891,300$93.2M3.33%0Timeline
STMSTMICROELECTRONICS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,300,000 shares 2,300,000$79.5M2.84%newTimeline
WMSADVANCED DRAIN SYS INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 150,000 shares; 2025Q4: 160,000 shares; 2026Q1: 370,000 shares 370,000$50.7M1.81%+210,000Timeline
ATSATS CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,299,857 shares; 2025Q2: 1,224,857 shares; 2025Q3: 1,649,857 shares; 2025Q4: 1,649,857 shares; 2026Q1: 1,649,857 shares 1,649,857$46.5M1.66%0Timeline
ATKRATKORE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 460,909 shares; 2024Q4: 460,908 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 728,206 shares; 2025Q4: 728,206 shares; 2026Q1: 728,206 shares 728,206$42.9M1.53%0Timeline
CNMCORE & MAIN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 774,200 shares; 2024Q4: 774,200 shares; 2025Q1: 774,200 shares; 2025Q2: 774,200 shares; 2025Q3: 775,500 shares; 2025Q4: 797,000 shares; 2026Q1: 867,600 shares 867,600$42.9M1.53%+70,600Timeline
ENSENERSYSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 657,500 shares; 2024Q4: 277,500 shares; 2025Q1: 317,500 shares; 2025Q2: 447,500 shares; 2025Q3: 467,500 shares; 2025Q4: 467,500 shares; 2026Q1: 190,000 shares 190,000$33M1.18%-277,500Timeline
TREXTREX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 552,000 shares; 2026Q1: 550,000 shares 550,000$20M0.72%-2,000Timeline
WBIWATERBRIDGE INFRASTRUCTURE LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 700,000 shares; 2025Q4: 700,000 shares; 2026Q1: 700,000 shares 700,000$18.8M0.67%0Timeline
TFIITFI INTERNATIONAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 145,000 shares; 2024Q4: 145,000 shares; 2025Q1: 145,000 shares; 2025Q2: 145,000 shares; 2025Q3: 145,000 shares; 2025Q4: 145,000 shares; 2026Q1: 145,000 shares 145,000$15.8M0.56%0Timeline
EQPTEQUIPMENTSHARE COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 750,000 shares 750,000$15.3M0.55%newTimeline
WOLFWOLFSPEED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 885,000 shares 885,000$14.4M0.52%newTimeline
MWHSOLV ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 250,000 shares 250,000$7.51M0.27%newTimeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
MMM3M CO370,000$59.2Mshares
BLDRBUILDERS FIRSTSOURCE INC240,000$24.7Mshares
SITESITEONE LANDSCAPE SUPPLY INC99,200$12.4Mshares
SABRSABRE CORP4,667,000$6.35Mshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001837343-26-000004 base2026-05-15acceptance time not in the bulk data set