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Disclosery

Hill City Capital, LP: IP position timeline

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

Hill City Capital, LP held 5,100,000 IP 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 5,100,000 shares
    Change vs previous 13F +900,000 shares

    4.54% of the 13F portfolio, value $194,310,000.

    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 4,200,000 shares
    Change vs previous 13F +1,770,000 shares

    5.36% of the 13F portfolio, value $149,940,000.

    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 2,430,000 shares
    Change vs previous 13F +400,000 shares

    3.61% of the 13F portfolio, value $95,717,700.

    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 2,030,000 shares
    Change vs previous 13F +100,000 shares

    3.98% of the 13F portfolio, value $94,192,000.

    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 1,930,000 shares
    Change vs previous 13F +130,000 shares

    4.86% of the 13F portfolio, value $90,381,900.

    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 1,800,000 shares
    Change vs previous 13F +250,000 shares

    7.15% of the 13F portfolio, value $96,030,000.

    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 1,550,000 shares
    Change vs previous 13F 0 shares

    5.34% of the 13F portfolio, value $83,421,000.

    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 1,550,000 shares
    Change vs previous 13F not available

    5% of the 13F portfolio, value $75,717,500.

    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).