Hill City Capital, LP

Q4 2024 13F Holdings

  • Location
    boston, MA
  • Num holdings

    19

  • Value ($000)

    $1,561,245

  • Date Filed
    02/14/2025
  • Form type
    13F-HR
  • CIK
    0001837343
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
MTZ
MTZ

MASTEC INC

COM
$289.98 M
19 %

2,130,000

S9Q
S9Q

SPIRIT AEROSYSTEMS HLDGS INC

COM CL A
$203.63 M
13 %

5,975,000

FSLR
FSLR

FIRST SOLAR INC

COM
$149.80 M
10 %

850,000

DY
DY

DYCOM INDS INC

COM
$147.91 M
10 %

849,784

---

TRIUMPH GROUP INC NEW

COM
$111.05 M
7 %

5,951,437

---

CRH PLC

ORD
$101.49 M
7 %

1,097,000

---

GRANITE CONSTR INC

COM
$92.00 M
6 %

1,048,938

ARRY
ARRY

ARRAY TECHNOLOGIES INC

COM SHS
$86.16 M
6 %

14,265,335

IP
IP

INTERNATIONAL PAPER CO

COM
$83.42 M
5 %

1,550,000

MMM
MMM

3M CO

COM
$47.76 M
3 %

370,000

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