Hill City Capital as of Dec. 31, 2024
Portfolio Holdings for Hill City Capital
Hill City Capital holds 19 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| MasTec (MTZ) | 18.6 | $290M | 2.1M | 136.14 | |
| Spirit Aerosystems Hldgs Com Cl A (SPR) | 13.0 | $204M | 6.0M | 34.08 | |
| First Solar (FSLR) | 9.6 | $150M | 850k | 176.24 | |
| Dycom Industries (DY) | 9.5 | $148M | 850k | 174.06 | |
| Triumph (TGI) | 7.1 | $111M | 6.0M | 18.66 | |
| CRH Ord (CRH) | 6.5 | $102M | 1.1M | 92.52 | |
| Granite Construction (GVA) | 5.9 | $92M | 1.0M | 87.71 | |
| Array Technologies Com Shs (ARRY) | 5.5 | $86M | 14M | 6.04 | |
| International Paper Company (IP) | 5.3 | $83M | 1.6M | 53.82 | |
| 3M Company (MMM) | 3.1 | $48M | 370k | 129.09 | |
| Core & Main Cl A (CNM) | 2.5 | $39M | 774k | 50.91 | |
| Atkore Intl (ATKR) | 2.5 | $39M | 461k | 83.45 | |
| Landbridge Company Cl A (LB) | 2.5 | $38M | 595k | 64.60 | |
| Builders FirstSource (BLDR) | 2.2 | $34M | 240k | 142.93 | |
| EnerSys (ENS) | 1.6 | $26M | 278k | 92.43 | |
| Sabre (SABR) | 1.5 | $24M | 6.6M | 3.65 | |
| Tfii Cn (TFII) | 1.3 | $20M | 145k | 135.09 | |
| Wright Express (WEX) | 1.0 | $15M | 85k | 175.32 | |
| Xpo Logistics Inc equity (XPO) | 0.8 | $13M | 100k | 131.15 |
