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Disclosery

Hill City Capital, LP: CX position timeline

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

Hill City Capital, LP held 10,802,750 CX 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 10,802,750 shares
    Change vs previous 13F 0 shares

    3.03% of the 13F portfolio, value $129,633,000.

    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 10,802,750 shares
    Change vs previous 13F 0 shares

    4.41% of the 13F portfolio, value $123,583,460.

    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 10,802,750 shares
    Change vs previous 13F 0 shares

    4.69% of the 13F portfolio, value $124,123,598.

    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 10,802,750 shares
    Change vs previous 13F +6,550,250 shares

    4.11% of the 13F portfolio, value $97,116,723.

    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 4,252,500 shares
    Change vs previous 13F not available

    1.59% of the 13F portfolio, value $29,469,825.

    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).