Hill City Capital, LP
Q4 2024 13F Holdings
- Locationboston, MA
- Num holdings
19
- Value ($000)
$1,561,245
- Date Filed02/14/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
---|---|---|---|---|---|---|---|
MTZ MASTEC INC | COM | 576323109 | $289.98 M | 19 % | 2,130,000 | ||
S9Q SPIRIT AEROSYSTEMS HLDGS INC | COM CL A | 848574109 | $203.63 M | 13 % | 5,975,000 | ||
FSLR FIRST SOLAR INC | COM | 336433107 | $149.80 M | 10 % | 850,000 | ||
DY DYCOM INDS INC | COM | 267475101 | $147.91 M | 10 % | 849,784 | ||
TRIUMPH GROUP INC NEW | COM | 896818101 | $111.05 M | 7 % | 5,951,437 | ||
CRH PLC | ORD | G25508105 | $101.49 M | 7 % | 1,097,000 | ||
GRANITE CONSTR INC | COM | 387328107 | $92.00 M | 6 % | 1,048,938 | ||
ARRY ARRAY TECHNOLOGIES INC | COM SHS | 04271T100 | $86.16 M | 6 % | 14,265,335 | ||
IP INTERNATIONAL PAPER CO | COM | 460146103 | $83.42 M | 5 % | 1,550,000 | ||
MMM 3M CO | COM | 88579Y101 | $47.76 M | 3 % | 370,000 |
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