Hill City Capital, LP
Hill City Capital, LP reported 28 positions worth $4.28B as of June 30, 2026 (13F filed August 17, 2026). Largest holding: MTZ (20.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | MTZ | SH | $896.6M | 20.94% | 2,155,000 | — | — | |
| ▸ 2 | FSLR | SH | $620.1M | 14.48% | 2,628,130 | — | — | |
| ▸ 3 | DY | SH | $510.5M | 11.92% | 1,009,784 | — | — | |
| ▸ 4 | DPC | SH | $377.4M | 8.81% | 7,693,605 | — | — | |
| ▸ 5 | STM | SH | $232.2M | 5.42% | 3,100,000 | — | — | |
| ▸ 6 | IP | SH | $194.3M | 4.54% | 5,100,000 | — | — | |
| ▸ 7 | GVA | SH | $175.5M | 4.10% | 1,110,248 | — | — | |
| ▸ 8 | JHX | SH | $149.9M | 3.50% | 5,723,900 | — | — | |
| ▸ 9 | BA | SH | $134.6M | 3.14% | 621,583 | — | — | |
| ▸ 10 | CX | SH | $129.6M | 3.03% | 10,802,750 | — | — |
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Frequently Asked Questions
What stocks does Hill City Capital, LP hold as of Q2 2026?
Hill City Capital, LP reported 28 positions worth $4.28B in its Q2 2026 13F filing. Largest positions: MTZ (20.9%), FSLR (14.5%), DY (11.9%), DPC (8.8%) and STM (5.4%).
What did Hill City Capital, LP buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Hill City Capital, LP sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.