Hill City Capital, LP
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Hill City Capital, LP reported 24 stock positions worth $1.4 billion. Its top holding was Mastec (MTZ) at 16.4% of the portfolio, followed by Spirit Aerosystems Hold Class A (SPR, 15.1%) and Array Technologies (ARRY, 9.8%). Compared with Q1 2024, it opened 5 new positions, sold out of 3 and added to 6. The biggest buy was Granite Construction (GVA, shares +83%) and the biggest sale an exit from Csi Compressco (CCLP).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001837343
- Portfolio Value
- $1.4B (Q2 2024)
- SEC Filing
- 0001837343-24-000004 ↗ filed Aug 14, 2024
Holdings Value
Holdings 24 stocks · $1.4B
| MTZ Mastec Inc. | 16.38% | 2,130,000 | $227.9M | No change |
| SPR Spirit Aerosystems Hold Class A | 15.06% | 6,375,000 | $209.5M | Add +7.6% |
| ARRY Array Technologies Inc. | 9.82% | 13,315,335 | $136.6M | Add +17.8% |
| DY Dycom Industries Inc. | 8.06% | 664,784 | $112.2M | Add +3.1% |
| FSLR First Solar Inc. | 7.45% | 460,000 | $103.7M | No change |
| TGI Triumph Group Inc. | 6.59% | 5,951,437 | $91.7M | No change |
| CRH CRH PLC | 5.91% | 1,097,000 | $82.3M | No change |
| ENS Enersys | 4.89% | 657,500 | $68.1M | No change |
| ATKR Atkore Inc. | 4.47% | 460,909 | $62.2M | No change |
| GVA Granite Construction Inc. | 4.14% | 930,498 | $57.7M | Add +83.3% |
| BLDR Builders Firstsource Inc. | 2.98% | 300,000 | $41.5M | No change |
| CNM Core & Main Inc. Class A | 2.72% | 774,200 | $37.9M | Add +29.6% |
| LB Landbridge Co. LLC-A | 1.66% | 1,000,000 | $23.1M | New |
| SABR Sabre Corp. | 1.52% | 7,917,000 | $21.1M | No change |
| TFII Tfi International Inc. | 1.51% | 145,000 | $21.0M | No change |
| IP International Paper Co. | 1.24% | 400,000 | $17.3M | New |
| MMM 3M Co. | 1.10% | 150,000 | $15.3M | New |
| WEX Wex Inc. | 1.08% | 85,000 | $15.1M | No change |
| RH RH | 1.06% | 60,255 | $14.7M | No change |
| XPO Xpo Inc. | 0.76% | 100,000 | $10.6M | No change |
| JBI Janus International Group Inc. | 0.74% | 812,721 | $10.3M | Add +0.6% |
| ROG Rogers Corp. | 0.69% | 80,000 | $9.6M | No change |
| ULS Ul Solutions Inc. Class A | 0.09% | 30,000 | $1.3M | New |
| LOAR Loar Holdings Inc. | 0.06% | 15,000 | $801K | New |
Portfolio Sells Q1 2024 → Q2 2024
Portfolio Buys Q1 2024 → Q2 2024
| GVA Granite Construction Inc. | Add +83.3% | 4.14% | +2.01 |
| LB Landbridge Co. LLC-A | New | 1.66% | +1.66 |
| DY Dycom Industries Inc. | Add +3.1% | 8.06% | +1.24 |
| IP International Paper Co. | New | 1.24% | +1.24 |
| MMM 3M Co. | New | 1.10% | +1.10 |
| CNM Core & Main Inc. Class A | Add +29.6% | 2.72% | +0.20 |
| ULS Ul Solutions Inc. Class A | New | 0.09% | +0.09 |
| LOAR Loar Holdings Inc. | New | 0.06% | +0.06 |
| JBI Janus International Group Inc. | Add +0.6% | 0.74% | −0.16 |
| SPR Spirit Aerosystems Hold Class A | Add +7.6% | 15.06% | −0.69 |
| ARRY Array Technologies Inc. | Add +17.8% | 9.82% | −2.60 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026Amended | 28 | $4.3B | MTZ, FSLR, DY, DPC, STM |
| Q1 2026 | 23 | $2.8B | MTZ, FSLR, DY, IP, GVA |
| Q4 2025 | 23 | $2.6B | FSLR, MTZ, DY, CRH, GVA |
| Q3 2025 | 22 | $2.4B | FSLR, MTZ, DY, CRH, GVA |
| Q2 2025 | 19 | $1.9B | MTZ, FSLR, DY, SPR, GVA |
| Q1 2025 | 17 | $1.3B | MTZ, SPR, FSLR, DY, CRH |
| Q4 2024 | 19 | $1.6B | MTZ, SPR, FSLR, DY, TGI |
| Q3 2024 | 22 | $1.5B | MTZ, SPR, DY, FSLR, CRH |
| Q2 2024 | 24 | $1.4B | MTZ, SPR, ARRY, DY, FSLR |
| Q1 2024 | 22 | $1.4B | SPR, MTZ, ARRY, CRH, DY |