Hill City Capital as of March 31, 2025
Portfolio Holdings for Hill City Capital
Hill City Capital holds 17 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| MasTec (MTZ) | 18.6 | $250M | 2.1M | 116.71 | |
| Spirit Aerosystems Hldgs Com Cl A (SPR) | 15.3 | $206M | 6.0M | 34.46 | |
| First Solar (FSLR) | 12.8 | $171M | 1.4M | 126.43 | |
| Dycom Industries (DY) | 11.0 | $148M | 970k | 152.34 | |
| CRH Ord (CRH) | 7.2 | $97M | 1.1M | 87.97 | |
| International Paper Company (IP) | 7.1 | $96M | 1.8M | 53.35 | |
| Granite Construction (GVA) | 6.0 | $80M | 1.1M | 75.40 | |
| Array Technologies Com Shs (ARRY) | 5.2 | $70M | 14M | 4.87 | |
| 3M Company (MMM) | 4.0 | $54M | 370k | 146.86 | |
| Core & Main Cl A (CNM) | 2.8 | $37M | 774k | 48.31 | |
| Ats (ATS) | 2.4 | $32M | 1.3M | 24.93 | |
| Builders FirstSource (BLDR) | 2.2 | $30M | 240k | 124.94 | |
| EnerSys (ENS) | 2.2 | $29M | 318k | 91.58 | |
| Wright Express (WEX) | 1.0 | $13M | 85k | 157.02 | |
| Sabre (SABR) | 1.0 | $13M | 4.7M | 2.81 | |
| Tfii Cn (TFII) | 0.8 | $11M | 145k | 77.45 | |
| Siteone Landscape Supply (SITE) | 0.4 | $5.1M | 42k | 121.44 |
