Hill City Capital, LP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Hill City Capital, LP disclosed 28 US equity positions worth $4.3bn in its Q2 2026 13F filing. The largest position was MTZ at 20.9% of the reported book, followed by FSLR and DY. Against the Q1 2026 filing, it opened 6 new positions, added to 9 and reduced 1 among the top 28 holdings.
What did Hill City Capital, LP own in Q2 2026? Top 28 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | MTZ MASTEC INC | Industrials | 20.9% | $896.6m | 2,155,000 | 0% | held |
| 2 | FSLR FIRST SOLAR INC | Technology | 14.5% | $620.1m | 2,628,130 | 21% | added |
| 3 | DY DYCOM INDS INC | Industrials | 11.9% | $510.5m | 1,009,784 | 0% | held |
| 4 | DPC DPC HOLDINGS PLC | Industrials | 8.8% | $377.4m | 7,693,605 | – | new |
| 5 | STM STMICROELECTRONICS N V | Technology | 5.4% | $232.2m | 3,100,000 | 35% | added |
| 6 | IP INTERNATIONAL PAPER CO | Consumer Cyclical | 4.5% | $194.3m | 5,100,000 | 21% | added |
| 7 | GVA GRANITE CONSTR INC | Industrials | 4.1% | $175.5m | 1,110,248 | 0% | held |
| 8 | JHX JAMES HARDIE INDS PLC | Basic Materials | 3.5% | $149.9m | 5,723,900 | 2% | added |
| 9 | BA BOEING CO | Industrials | 3.1% | $134.6m | 621,583 | 13% | added |
| 10 | CX CEMEX SA EURO MTN BE 144A | Basic Materials | 3.0% | $129.6m | 10,802,750 | 0% | held |
| 11 | CTRI CENTURI HOLDINGS INC | Utilities | 2.8% | $121.9m | 4,030,000 | 0% | held |
| 12 | CRH CRH PLC | Basic Materials | 2.8% | $118.4m | 1,106,400 | 3% | added |
| 13 | ARRY ARRAY TECHNOLOGIES INC | Technology | 2.2% | $95.5m | 12,891,300 | 0% | held |
| 14 | WMS ADVANCED DRAIN SYS INC DEL | Industrials | 1.8% | $75.3m | 480,000 | 30% | added |
| 15 | ATKR ATKORE INC | Industrials | 1.3% | $55.1m | 724,106 | -1% | reduced |
| 16 | LFUS LITTELFUSE INC | Technology | 1.3% | $54.6m | 120,000 | – | new |
| 17 | BWA BORGWARNER INC | Consumer Cyclical | 1.2% | $53.3m | 802,170 | – | new |
| 18 | CNM CORE & MAIN INC | Industrials | 1.2% | $49.6m | 1,028,650 | 19% | added |
| 19 | ATS ATS CORPORATION | Industrials | 1.1% | $47.5m | 1,649,857 | 0% | held |
| 20 | WOLF WOLFSPEED INC | Technology | 1.1% | $45.1m | 935,000 | 6% | added |
| 21 | ENS ENERSYS | Industrials | 1.0% | $44.4m | 190,000 | 0% | held |
| 22 | TREX TREX INC | Industrials | 0.6% | $27.5m | 550,000 | 0% | held |
| 23 | WBI WATERBRIDGE INFRASTRUCTURE L | Energy | 0.6% | $24.0m | 700,000 | 0% | held |
| 24 | TFII TFI INTERNATIONAL INC | Industrials | 0.5% | $20.8m | 145,000 | 0% | held |
| 25 | GTX GARRETT MOTION INC | Consumer Cyclical | 0.4% | $18.1m | 500,000 | – | new |
| 26 | MWH SOLV ENERGY INC | Utilities | 0.2% | $8.5m | 250,000 | 0% | held |
| 27 | EROCK INC | 0.0% | $1.6m | 110,000 | – | new | |
| 28 | SITE SITEONE LANDSCAPE SUPPLY INC | Industrials | 0.0% | $331.8k | 2,900 | – | new |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.