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Hill City Capital, LP: DY position timeline

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

Hill City Capital, LP held 1,009,784 DY 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 1,009,784 shares
    Change vs previous 13F 0 shares

    11.92% of the 13F portfolio, value $510,536,693.

    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 1,009,784 shares
    Change vs previous 13F 0 shares

    12.22% of the 13F portfolio, value $342,135,015.

    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 1,009,784 shares
    Change vs previous 13F 0 shares

    12.88% of the 13F portfolio, value $341,206,014.

    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 1,009,784 shares
    Change vs previous 13F 0 shares

    12.46% of the 13F portfolio, value $294,614,580.

    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 1,009,784 shares
    Change vs previous 13F +40,000 shares

    13.28% of the 13F portfolio, value $246,781,112.

    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 969,784 shares
    Change vs previous 13F +120,000 shares

    11% of the 13F portfolio, value $147,736,895.

    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 849,784 shares
    Change vs previous 13F +170,000 shares

    9.47% of the 13F portfolio, value $147,913,403.

    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 679,784 shares
    Change vs previous 13F not available

    8.85% of the 13F portfolio, value $133,985,426.

    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).