Hill City Capital
$2.8B Assets Reported
27 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| MTZ | MASTEC INC | 2,155,000 | $693M | 24.8% |
| FSLR | FIRST SOLAR INC | 2,177,540 | $430M | 15.3% |
| DY | DYCOM INDS INC | 1,009,784 | $342M | 12.2% |
| IP | INTERNATIONAL PAPER CO | 4,200,000 | $150M | 5.4% |
| GVA | GRANITE CONSTR INC | 1,110,048 | $133M | 4.8% |
| CX | CEMEX SA EURO MTN BE 144A | 10,802,750 | $124M | 4.4% |
| CTRI | CENTURI HOLDINGS INC | 4,030,000 | $118M | 4.2% |
| CRH | CRH PLC | 1,076,400 | $113M | 4.0% |
| BA | BOEING CO | 551,483 | $110M | 3.9% |
| JHX | JAMES HARDIE INDS PLC | 5,621,700 | $106M | 3.8% |
Track Hill City Capital's 13F portfolio: $2.8B in reported holdings, 27 positions. Top holdings, AUM, and quarterly changes on SentiSense.