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Disclosery

Hill City Capital, LP: GVA position timeline

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

Hill City Capital, LP held 1,110,248 GVA 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 1,110,248 shares
    Change vs previous 13F +200 shares

    4.1% of the 13F portfolio, value $175,508,004.

    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 1,110,048 shares
    Change vs previous 13F 0 shares

    4.75% of the 13F portfolio, value $133,072,554.

    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 1,110,048 shares
    Change vs previous 13F 0 shares

    4.83% of the 13F portfolio, value $128,044,037.

    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 1,110,048 shares
    Change vs previous 13F -500 shares

    5.15% of the 13F portfolio, value $121,716,763.

    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 1,110,548 shares
    Change vs previous 13F +50,500 shares

    5.59% of the 13F portfolio, value $103,847,343.

    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 1,060,048 shares
    Change vs previous 13F +11,110 shares

    5.95% of the 13F portfolio, value $79,927,619.

    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 1,048,938 shares
    Change vs previous 13F +70,000 shares

    5.89% of the 13F portfolio, value $92,002,352.

    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 978,938 shares
    Change vs previous 13F not available

    5.13% of the 13F portfolio, value $77,610,205.

    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).