§ 13F · FUND PROFILE
Hill City Capital, LP.
AUM · $8.2B (13F)Positions · 56Turnover · n/a · Q2Filed · Aug 17, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$505M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | MTZ | MASTEC INC | 2.15M | $897M | 10.9% | — |
| 2 | MTZ | MASTEC INC | 2.15M | $897M | 10.9% | +100% |
| 3 | FSLR | FIRST SOLAR INC | 2.63M | $620M | 7.6% | — |
| 4 | FSLR | FIRST SOLAR INC | 2.63M | $620M | 7.6% | +141% |
| 5 | DY | DYCOM INDS INC | 1.01M | $511M | 6.2% | — |
| 6 | DY | DYCOM INDS INC | 1.01M | $511M | 6.2% | +100% |
| 7 | DPC | DPC HOLDINGS PLC | 7.69M | $377M | 4.6% | NEW |
| 8 | STM | STMICROELECTRONICS N V | 3.10M | $232M | 2.8% | +170% |
| 9 | STM | STMICROELECTRONICS N V | 3.10M | $232M | 2.8% | — |
| 10 | IP | INTERNATIONAL PAPER CO | 5.10M | $194M | 2.4% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HILL SIGNAL
AC read
Hill City Capital, LP is a Other fund managing $8.2 billion in assets. The fund runs a portfolio of 56 positions.
Read the full dossier →