Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
SPIRIT AEROSYSTEMS HLDGS INC | 5,700,000 | +520,000 | $181,146 |
SPR | 5,700,000 | +520,000 | $181,146 |
MASTEC INC | 2,070,000 | +1,135,000 | $156,740 |
MTZ | 2,070,000 | +1,135,000 | $156,740 |
ARRAY TECHNOLOGIES INC | 8,840,335 | +4,374,000 | $148,518 |
ARRY | 8,840,335 | +4,374,000 | $148,518 |
TRIUMPH GROUP INC NEW | 5,601,437 | +240,000 | $92,872 |
TGI | 5,601,437 | +240,000 | $92,872 |
FIRST SOLAR INC | 460,000 | +230,000 | $79,249 |
FSLR | 460,000 | +230,000 | $79,249 |
ATKORE INC | 448,759 | +20,000 | $71,801 |
ATKR | 448,759 | +20,000 | $71,801 |
CRH PLC | 1,025,000 | UNCH | $70,889 |
CRH | 1,025,000 | UNCH | $70,889 |
DYCOM INDS INC | 602,284 | UNCH | $69,317 |
DY | 602,284 | UNCH | $69,317 |
ENERSYS | 657,500 | UNCH | $66,381 |
ENS | 657,500 | UNCH | $66,381 |
BUILDERS FIRSTSOURCE INC | 300,000 | UNCH | $50,082 |
BLDR | 300,000 | UNCH | $50,082 |
SABRE CORP | 7,917,000 | +1,550,000 | $34,835 |
SABR | 7,917,000 | +1,550,000 | $34,835 |
CORE & MAIN INC | 595,000 | UNCH | $24,044 |
CNM | 595,000 | UNCH | $24,044 |
TFI INTL INC | 145,000 | UNCH | $19,717 |
TFII | 145,000 | UNCH | $19,717 |
WEX INC | 85,000 | UNCH | $16,537 |
WEX | 85,000 | UNCH | $16,537 |
CSI COMPRESSCO LP | 7,459,259 | UNCH | $12,159 |
CCLP | 7,459,259 | UNCH | $12,159 |
ROGERS CORP | 80,000 | UNCH | $10,566 |
ROG | 80,000 | UNCH | $10,566 |
JANUS INTERNATIONAL GROUP IN | 749,921 | +749,921 | $9,786 |
JBI | 749,921 | +749,921 | $9,786 |
XPO INC | 100,000 | UNCH | $8,759 |
XPO | 100,000 | UNCH | $8,759 |
MASONITE INTL CORP | 80,000 | UNCH | $6,773 |
DOOR | 80,000 | UNCH | $6,773 |
See Full List: All Stocks Held By Hill City Capital LP
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Hill City Capital LP
Size ($ in 1000's)
At 12/31/2023: $1,132,146 At 09/30/2023: $745,113 Hill City Capital LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Hill City Capital LP 13F filings. Link to 13F filings: SEC filings |