Hill City Capital as of June 30, 2026
Portfolio Holdings for Hill City Capital
Hill City Capital holds 28 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| MasTec (MTZ) | 22.9 | $897M | 2.2M | 416.06 | |
| First Solar (FSLR) | 15.8 | $620M | 2.6M | 235.96 | |
| Dycom Industries (DY) | 13.0 | $511M | 1.0M | 505.59 | |
| Stmicroelectronics N V Ny Registry (STM) | 5.9 | $232M | 3.1M | 74.89 | |
| International Paper Company (IP) | 5.0 | $194M | 5.1M | 38.10 | |
| Granite Construction (GVA) | 4.5 | $176M | 1.1M | 158.08 | |
| James Hardie Inds Ord Shs (JHX) | 3.8 | $150M | 5.7M | 26.18 | |
| Boeing Company (BA) | 3.4 | $135M | 622k | 216.47 | |
| Cemex Sa Euro Mtn Be 144a Spon Adr New (CX) | 3.3 | $130M | 11M | 12.00 | |
| Centuri Holdings Com Shs (CTRI) | 3.1 | $122M | 4.0M | 30.24 | |
| CRH Ord (CRH) | 3.0 | $118M | 1.1M | 107.00 | |
| Array Technologies Com Shs (ARRY) | 2.4 | $96M | 13M | 7.41 | |
| Advanced Drain Sys Inc Del (WMS) | 1.9 | $75M | 480k | 156.96 | |
| Atkore Intl (ATKR) | 1.4 | $55M | 724k | 76.04 | |
| Littelfuse (LFUS) | 1.4 | $55M | 120k | 455.33 | |
| BorgWarner (BWA) | 1.4 | $53M | 802k | 66.40 | |
| Core & Main Cl A (CNM) | 1.3 | $50M | 1.0M | 48.25 | |
| Ats (ATS) | 1.2 | $48M | 1.6M | 28.78 | |
| Wolfspeed Common Stock (WOLF) | 1.2 | $45M | 935k | 48.25 | |
| EnerSys (ENS) | 1.1 | $44M | 190k | 233.82 | |
| Trex Company (TREX) | 0.7 | $28M | 550k | 50.04 | |
| Waterbridge Infrastructure L Cl A Shs Repstg (WBI) | 0.6 | $24M | 700k | 34.27 | |
| Tfii Cn (TFII) | 0.5 | $21M | 145k | 143.57 | |
| Garrett Motion (GTX) | 0.5 | $18M | 500k | 36.23 | |
| Dpc Holdings Ordinary Shares | 0.3 | $9.8M | 200k | 49.06 | |
| Solv Energy Com Shs Cl A (MWH) | 0.2 | $8.5M | 250k | 34.05 | |
| Erock Cl A Com | 0.0 | $1.6M | 110k | 14.50 | |
| Siteone Landscape Supply (SITE) | 0.0 | $332k | 2.9k | 114.41 |
