Hill City Capital, LP
CIK 1837343
13F filing for Q2 2026・No. 1,015
- Holdings
- US$4.28B
- Quarter change
- +US$1.48B
- Entries
- 28
- Net bought (estimate)
- —
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
No filing the quarter before to compare with.
Largest holdings
28 stocks worth US$4.28B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| MTZMASTEC INCCOM | — | 2,155,000 | US$896.61M | 20.94% |
| FSLRFIRST SOLAR INCCOM | — | 2,628,130 | US$620.13M | 14.48% |
| DYDYCOM INDS INCCOM | — | 1,009,784 | US$510.54M | 11.92% |
| DPCDPC HOLDINGS PLCORDINARY SHARES | — | 7,693,605 | US$377.45M | 8.81% |
| STMSTMICROELECTRONICS N VNY REGISTRY | — | 3,100,000 | US$232.16M | 5.42% |
| IPINTERNATIONAL PAPER COCOM | — | 5,100,000 | US$194.31M | 4.54% |
| GVAGRANITE CONSTR INCCOM | — | 1,110,248 | US$175.51M | 4.10% |
| JHXJAMES HARDIE INDS PLCORD SHS | — | 5,723,900 | US$149.85M | 3.50% |
| BABOEING COCOM | — | 621,583 | US$134.55M | 3.14% |
| CXCEMEX SA EURO MTN BE 144ASPON ADR NEW | — | 10,802,750 | US$129.63M | 3.03% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HR/AFiled August 17, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.