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Hill City Capital LP Top Holdings
As of  12/31/2023, below is a summary of the Hill City Capital LP top holdings by largest position size, as per the latest 13f filing made by Hill City Capital LP. In the Hill City Capital LP-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Hill City Capital LP in that top holding, then the share count change between reporting periods, and finally the Hill City Capital LP top holding position size for that row.

   EntityAmountChange
 09/30/2023 to 12/31/2023
Position Size
($ in 1000's)
SPIRIT AEROSYSTEMS HLDGS INC 5,700,000 +520,000 $181,146
     SPR5,700,000+520,000$181,146
MASTEC INC 2,070,000 +1,135,000 $156,740
     MTZ2,070,000+1,135,000$156,740
ARRAY TECHNOLOGIES INC 8,840,335 +4,374,000 $148,518
     ARRY8,840,335+4,374,000$148,518
TRIUMPH GROUP INC NEW 5,601,437 +240,000 $92,872
     TGI5,601,437+240,000$92,872
FIRST SOLAR INC 460,000 +230,000 $79,249
     FSLR460,000+230,000$79,249
ATKORE INC 448,759 +20,000 $71,801
     ATKR448,759+20,000$71,801
CRH PLC 1,025,000 UNCH $70,889
     CRH1,025,000UNCH$70,889
DYCOM INDS INC 602,284 UNCH $69,317
     DY602,284UNCH$69,317
ENERSYS 657,500 UNCH $66,381
     ENS657,500UNCH$66,381
BUILDERS FIRSTSOURCE INC 300,000 UNCH $50,082
     BLDR300,000UNCH$50,082
SABRE CORP 7,917,000 +1,550,000 $34,835
     SABR7,917,000+1,550,000$34,835
CORE & MAIN INC 595,000 UNCH $24,044
     CNM595,000UNCH$24,044
TFI INTL INC 145,000 UNCH $19,717
     TFII145,000UNCH$19,717
WEX INC 85,000 UNCH $16,537
     WEX85,000UNCH$16,537
CSI COMPRESSCO LP 7,459,259 UNCH $12,159
     CCLP7,459,259UNCH$12,159
ROGERS CORP 80,000 UNCH $10,566
     ROG80,000UNCH$10,566
JANUS INTERNATIONAL GROUP IN 749,921 +749,921 $9,786
     JBI749,921+749,921$9,786
XPO INC 100,000 UNCH $8,759
     XPO100,000UNCH$8,759
MASONITE INTL CORP 80,000 UNCH $6,773
     DOOR80,000UNCH$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

Hill City Capital LP Top Holdings 13F Filings | www.HoldingsChannel.com

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