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Disclosery

Hill City Capital, LP: TFII position timeline

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

Hill City Capital, LP held 145,000 TFII 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 145,000 shares
    Change vs previous 13F 0 shares

    0.49% of the 13F portfolio, value $20,817,650.

    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 145,000 shares
    Change vs previous 13F 0 shares

    0.56% of the 13F portfolio, value $15,751,350.

    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 145,000 shares
    Change vs previous 13F 0 shares

    0.57% of the 13F portfolio, value $14,985,750.

    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 145,000 shares
    Change vs previous 13F 0 shares

    0.54% of the 13F portfolio, value $12,768,700.

    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 145,000 shares
    Change vs previous 13F 0 shares

    0.7% of the 13F portfolio, value $13,002,150.

    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 145,000 shares
    Change vs previous 13F 0 shares

    0.84% of the 13F portfolio, value $11,230,250.

    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 145,000 shares
    Change vs previous 13F 0 shares

    1.25% of the 13F portfolio, value $19,588,050.

    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 145,000 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $19,849,050.

    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).