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Disclosery

Hill City Capital, LP: JHX position timeline

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

Hill City Capital, LP held 5,723,900 JHX 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 5,723,900 shares
    Change vs previous 13F +102,200 shares

    3.5% of the 13F portfolio, value $149,851,702.

    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 5,621,700 shares
    Change vs previous 13F +501,500 shares

    3.8% of the 13F portfolio, value $106,474,998.

    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 5,120,200 shares
    Change vs previous 13F +901,700 shares

    4.01% of the 13F portfolio, value $106,244,150.

    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 4,218,500 shares
    Change vs previous 13F not available

    3.43% of the 13F portfolio, value $81,037,385.

    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).