Hill City Capital, LP
Q2 2024 13F Holdings
- Locationboston, MA
- Num holdings
24
- Value ($000)
$1,391,552
- Date Filed08/14/2024
- Form type13F-HR
- CIK0001837343
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
MTZ MASTEC INC | COM | 576323109 | $227.89 M | 16 % | 2,130,000 | ||
S9Q SPIRIT AEROSYSTEMS HLDGS INC | COM CL A | 848574109 | $209.55 M | 15 % | 6,375,000 | ||
ARRY ARRAY TECHNOLOGIES INC | COM SHS | 04271T100 | $136.62 M | 10 % | 13,315,335 | ||
DY DYCOM INDS INC | COM | 267475101 | $112.19 M | 8 % | 664,784 | ||
FSLR FIRST SOLAR INC | COM | 336433107 | $103.71 M | 8 % | 460,000 | ||
TRIUMPH GROUP INC NEW | COM | 896818101 | $91.71 M | 7 % | 5,951,437 | ||
CRH PLC | ORD | G25508105 | $82.25 M | 6 % | 1,097,000 | ||
ENS ENERSYS | COM | 29275Y102 | $68.06 M | 5 % | 657,500 | ||
ATKR ATKORE INC | COM | 047649108 | $62.19 M | 5 % | 460,909 | ||
GRANITE CONSTR INC | COM | 387328107 | $57.66 M | 4 % | 930,498 |
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