Hill City Capital
$4.3B 13F equity value
29 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Hill City Capital covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| MTZ | MASTEC INC | 2,155,000 | $897M | 20.9% |
| FSLR | FIRST SOLAR INC | 2,628,130 | $620M | 14.5% |
| DY | DYCOM INDS INC | 1,009,784 | $511M | 11.9% |
| DPC | DPC HOLDINGS PLC | 7,693,605 | $377M | 8.8% |
| STM | STMICROELECTRONICS N V | 3,100,000 | $232M | 5.4% |
| IP | INTERNATIONAL PAPER CO | 5,100,000 | $194M | 4.5% |
| GVA | GRANITE CONSTR INC | 1,110,248 | $176M | 4.1% |
| JHX | JAMES HARDIE INDS PLC | 5,723,900 | $150M | 3.5% |
| BA | BOEING CO | 621,583 | $135M | 3.1% |
| CX | CEMEX SA EURO MTN BE 144A | 10,802,750 | $130M | 3.0% |
Track Hill City Capital's 13F portfolio: $4.3B in reported holdings, 29 positions. Top holdings and quarterly changes on SentiSense.
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