The Analysis of Hill City Capital, LP's Holdings
Currently, Hill City Capital, LP holds 23 types of securities in its portfolio with a total value $2.6B. In the most recent quarter, they have increased their positions in BA (+518.5K shares, valued at $112.6M), TREX (+552.0K shares, valued at $19.4M), N/A (+901.7K shares, valued at $18.7M); decreased their positions in SITE (-1.1K shares, valued at $130.8K); initiated new positions in BA (+518.5K shares, valued at $112.6M), TREX (+552.0K shares, valued at $19.4M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
FSLR FIRST SOLAR INC2.1M shares0.02%2025-12-312026-02-13
MTZ MASTEC INC2.2M shares0.00%2025-12-312026-02-13 DY DYCOM INDS INC1.0M shares0.00%2025-12-312026-02-13 CRH PLC CRH PLC1.0M shares0.00%2025-12-312026-02-13 GVA GRANITE CONSTR INC1.1M shares0.00%2025-12-312026-02-13 CX CEMEX SAB DE CV10.8M shares0.00%2025-12-312026-02-13 ARRY ARRAY TECHNOLOGIES INC12.9M shares0.00%2025-12-312026-02-13 BA BOEING CO518.5K sharesnew addition2025-12-312026-02-13 CTRI CENTURI HOLDINGS INC4.0M shares5.22%2025-12-312026-02-13 IP INTERNATIONAL PAPER CO2.4M shares19.70%2025-12-312026-02-13 ENS ENERSYS467.5K shares0.00%2025-12-312026-02-13 MMM 3M CO370.0K shares0.00%2025-12-312026-02-13 ATKR ATKORE INC728.2K shares0.00%2025-12-312026-02-13 ATS ATS CORP1.6M shares0.00%2025-12-312026-02-13 CNM CORE & MAIN INC797.0K shares2.77%2025-12-312026-02-13 BLDR BUILDERS FIRSTSOURCE INC240.0K shares0.00%2025-12-312026-02-13 WMS ADVANCED DRAIN SYS INC DEL160.0K shares6.67%2025-12-312026-02-13 TREX TREX CO INC552.0K sharesnew addition2025-12-312026-02-13 TFII TFI INTL INC145.0K shares0.00%2025-12-312026-02-13 WBI WATERBRIDGE INFRASTRUCTURE L700.0K shares0.00%2025-12-312026-02-13 SITE SITEONE LANDSCAPE SUPPLY INC99.2K shares-1.05%2025-12-312026-02-13 SABR SABRE CORP4.7M shares0.00%2025-12-312026-02-13 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available