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Disclosery

Hill City Capital, LP: CNM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Hill City Capital, LP on CNM, newest first. How the timeline and the estimate are built.

Hill City Capital, LP held 1,028,650 CNM shares at 2026-06-30 per its 13F-HR/A filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 1,028,650 shares
    Change vs previous 13F +161,050 shares

    1.16% of the 13F portfolio, value $49,632,363.

    13F-HR/A 0001837343-26-000007 filed by Hill City Capital, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 867,600 shares
    Change vs previous 13F +70,600 shares

    1.53% of the 13F portfolio, value $42,859,440.

    13F-HR 0001837343-26-000004 filed by Hill City Capital, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 797,000 shares
    Change vs previous 13F +21,500 shares

    1.56% of the 13F portfolio, value $41,420,090.

    13F-HR 0001837343-26-000002 filed by Hill City Capital, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 775,500 shares
    Change vs previous 13F +1,300 shares

    1.77% of the 13F portfolio, value $41,745,165.

    13F-HR 0001837343-25-000009 filed by Hill City Capital, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 774,200 shares
    Change vs previous 13F 0 shares

    2.51% of the 13F portfolio, value $46,722,970.

    13F-HR 0001837343-25-000005 filed by Hill City Capital, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 774,200 shares
    Change vs previous 13F 0 shares

    2.78% of the 13F portfolio, value $37,401,602.

    13F-HR 0001837343-25-000004 filed by Hill City Capital, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 774,200 shares
    Change vs previous 13F 0 shares

    2.52% of the 13F portfolio, value $39,414,522.

    13F-HR 0001837343-25-000002 filed by Hill City Capital, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 774,200 shares
    Change vs previous 13F not available

    2.27% of the 13F portfolio, value $34,374,480.

    13F-HR 0001837343-24-000007 filed by Hill City Capital, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).