Q4 2024 · 13F-HR
Hill City Capital, LPholdings as filed
Filed 2025-02-14 · accession 0001837343-25-000002
$1.56B
Reported value
19
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 576323109 | MTZ | MASTEC INC | $290.0M | 18.6% | 2,130,000 | Common | SOLE |
| 848574109 | S9Q | SPIRIT AEROSYSTEMS HLDGS INC | $203.6M | 13.0% | 5,975,000 | Common | SOLE |
| 336433107 | FSLR | FIRST SOLAR INC | $149.8M | 9.60% | 850,000 | Common | SOLE |
| 267475101 | DY | DYCOM INDS INC | $147.9M | 9.47% | 849,784 | Common | SOLE |
| 896818101 | TG7 | TRIUMPH GROUP INC NEW | $111.1M | 7.11% | 5,951,437 | Common | SOLE |
| G25508105 | CRH | CRH PLC | $101.5M | 6.50% | 1,097,000 | Common | SOLE |
| 387328107 | GVA | GRANITE CONSTR INC | $92.0M | 5.89% | 1,048,938 | Common | SOLE |
| 04271T100 | ARRY | ARRAY TECHNOLOGIES INC | $86.2M | 5.52% | 14,265,335 | Common | SOLE |
| 460146103 | IP | INTERNATIONAL PAPER CO | $83.4M | 5.34% | 1,550,000 | Common | SOLE |
| 88579Y101 | MMM | 3M CO | $47.8M | 3.06% | 370,000 | Common | SOLE |
| 21874C102 | CNM | CORE & MAIN INC | $39.4M | 2.52% | 774,200 | Common | SOLE |
| 047649108 | ATKR | ATKORE INC | $38.5M | 2.46% | 460,908 | Common | SOLE |
| 514952100 | LB | LANDBRIDGE COMPANY LLC | $38.4M | 2.46% | 595,000 | Common | SOLE |
| 12008R107 | BLDR | BUILDERS FIRSTSOURCE INC | $34.3M | 2.20% | 240,000 | Common | SOLE |
| 29275Y102 | ENS | ENERSYS | $25.6M | 1.64% | 277,500 | Common | SOLE |
| 78573M104 | SABR | SABRE CORP | $24.2M | 1.55% | 6,617,000 | Common | SOLE |
| 87241L109 | TFII | TFI INTL INC | $19.6M | 1.25% | 145,000 | Common | SOLE |
| 96208T104 | WEX | WEX INC | $14.9M | 0.95% | 85,000 | Common | SOLE |
| 983793100 | XPO | XPO INC | $13.1M | 0.84% | 100,000 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.