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| Name: |
Hill City Capital LP |
| City: |
COHASSET |
| State: |
MA |
| Zip: |
02025 |
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data |
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| Holdings
Found :
9 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
SPR |
Spirit AeroSystems Holdings... |
1 |
- |
$29.35 |
$213,715,000 |
5,925,000 |
15.75% |
32,569,000 |
225,000 |
5.106 |
Aerospace/Defense Pro... |
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MTZ |
Mastec Inc |
2 |
- |
$107.71 |
$198,623,000 |
2,130,000 |
14.64% |
41,883,000 |
60,000 |
2.883 |
Heavy Construction |
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ARRY |
Array Technologies, Inc. |
3 |
- |
$0.00 |
$168,488,000 |
11,300,335 |
12.42% |
19,970,000 |
2,460,000 |
6.227 |
N/A |
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CRHCF |
CRH Plc |
4 |
- |
$76.55 |
$94,627,000 |
1,097,000 |
6.97% |
23,738,000 |
72,000 |
0 |
N/A |
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DY |
Dycom Industries Inc |
5 |
- |
$176.51 |
$92,546,000 |
644,784 |
6.82% |
23,229,000 |
42,500 |
2.025 |
Heavy Construction |
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TGI |
Triumph Group Inc |
6 |
- |
$14.03 |
$89,510,000 |
5,951,437 |
6.6% |
-3,362,000 |
350,000 |
7.742 |
Aerospace/Defense Pro... |
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ATKR |
Atkore International Group ... |
7 |
- |
$136.89 |
$87,739,000 |
460,909 |
6.47% |
15,938,000 |
12,150 |
0.971 |
N/A |
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CNM |
Core & Main, Inc. |
11 |
- |
$49.54 |
$34,201,000 |
597,400 |
2.52% |
10,157,000 |
2,400 |
0.23 |
N/A |
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JBI |
Janus International Group |
18 |
- |
$13.09 |
$12,221,000 |
807,721 |
0.9% |
2,435,000 |
57,800 |
0.592 |
N/A |
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