Back to Hill City Capital, LP
Q2 2026 13F filing
Updated 24 days ago28 disclosed positions worth $4.3B
Portfolio value
$4.3B
Total holdings
28
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
—
Filed
2026-08-17
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | M MTZ MASTEC INC | $896.6M | 2.15M | 20.94% | — |
| 2 | F FSLR FIRST SOLAR INC | $620.1M | 2.63M | 14.48% | — |
| 3 | D DY DYCOM INDS INC | $510.5M | 1.01M | 11.92% | — |
| 4 | D DPC DPC HOLDINGS PLC | $377.4M | 7.69M | 8.81% | — |
| 5 | S STMEF STMICROELECTRONICS N V | $232.2M | 3.10M | 5.42% | — |
| 6 | I INPAP INTERNATIONAL PAPER CO | $194.3M | 5.10M | 4.54% | — |
| 7 | G GVA GRANITE CONSTR INC | $175.5M | 1.11M | 4.10% | — |
| 8 | J JHIUF JAMES HARDIE INDS PLC | $149.9M | 5.72M | 3.50% | — |
| 9 | B BA-PA BOEING CO | $134.6M | 621.6K | 3.14% | — |
| 10 | C CXMSF CEMEX SA EURO MTN BE 144A | $129.6M | 10.80M | 3.03% | — |
| 11 | C CTRI CENTURI HOLDINGS INC | $121.9M | 4.03M | 2.85% | — |
| 12 | R RH CRH PLC | $118.4M | 1.11M | 2.76% | — |
| 13 | ? N/A ARRAY TECHNOLOGIES INC | $95.5M | 12.89M | 2.23% | — |
| 14 | W WMS ADVANCED DRAIN SYS INC DEL | $75.3M | 480.0K | 1.76% | — |
| 15 | A ATKR ATKORE INC | $55.1M | 724.1K | 1.29% | — |
| 16 | L LFUS LITTELFUSE INC | $54.6M | 120.0K | 1.28% | — |
| 17 | B BWA BORGWARNER INC | $53.3M | 802.2K | 1.24% | — |
| 18 | C CNM CORE & MAIN INC | $49.6M | 1.03M | 1.16% | — |
| 19 | A AZZ ATS CORPORATION | $47.5M | 1.65M | 1.11% | — |
| 20 | ? N/A WOLFSPEED INC | $45.1M | 935.0K | 1.05% | — |
| 21 | E ENS ENERSYS | $44.4M | 190.0K | 1.04% | — |
| 22 | T TREX TREX INC | $27.5M | 550.0K | 0.64% | — |
| 23 | W WBI WATERBRIDGE INFRASTRUCTURE L | $24M | 700.0K | 0.56% | — |
| 24 | T TFII TFI INTERNATIONAL INC | $20.8M | 145.0K | 0.49% | — |
| 25 | G GTX GARRETT MOTION INC | $18.1M | 500.0K | 0.42% | — |
| 26 | ? N/A SOLV ENERGY INC | $8.5M | 250.0K | 0.20% | — |
| 27 | E EROC EROCK INC | $1.6M | 110.0K | 0.04% | — |
| 28 | S SITE SITEONE LANDSCAPE SUPPLY INC | $332K | 2.9K | 0.01% | — |