Hill City Capital as of June 30, 2023
Portfolio Holdings for Hill City Capital
Hill City Capital holds 20 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Array Technologies Com Shs (ARRY) | 12.3 | $80M | 3.6M | 22.60 | |
| Dycom Industries (DY) | 10.5 | $68M | 602k | 113.65 | |
| Atkore Intl (ATKR) | 10.2 | $67M | 429k | 155.94 | |
| EnerSys (ENS) | 10.1 | $66M | 608k | 108.52 | |
| MasTec (MTZ) | 9.6 | $63M | 530k | 117.97 | |
| Spirit Aerosystems Hldgs Com Cl A (SPR) | 7.0 | $46M | 1.6M | 29.19 | |
| First Solar (FSLR) | 6.4 | $42M | 220k | 190.09 | |
| Builders FirstSource (BLDR) | 6.2 | $41M | 300k | 136.00 | |
| Triumph (TGI) | 6.1 | $40M | 3.2M | 12.37 | |
| Sabre (SABR) | 3.1 | $20M | 6.3M | 3.19 | |
| Emcor (EME) | 2.8 | $19M | 100k | 184.78 | |
| Tfii Cn (TFII) | 2.5 | $17M | 145k | 113.96 | |
| Diversey Hldgs Ord Shs | 2.5 | $16M | 1.9M | 8.39 | |
| Wright Express (WEX) | 2.4 | $16M | 85k | 182.07 | |
| Ftc Solar (FTCI) | 2.1 | $14M | 4.3M | 3.22 | |
| Rogers Corporation (ROG) | 2.0 | $13M | 80k | 161.93 | |
| Core & Main Cl A (CNM) | 1.4 | $9.4M | 300k | 31.34 | |
| Csi Compressco Com Unit | 1.4 | $9.4M | 7.5M | 1.26 | |
| Masonite International | 1.3 | $8.2M | 80k | 102.44 | |
| Xometry Class A Com (XMTR) | 0.2 | $1.2M | 55k | 21.18 |
