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Name: |
Hill City Capital LP |
City: |
COHASSET |
State: |
MA |
Zip: |
02025 |
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Holdings
Found :
11 |
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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 |
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FSLR |
First Solar, Inc. |
8 |
- |
$273.61 |
$77,648,000 |
460,000 |
5.72% |
-1,601,000 |
0 |
0.434 |
Semiconductor - Speci... |
|
BLDR |
Builders Firstsource Inc |
9 |
- |
$149.55 |
$62,565,000 |
300,000 |
4.61% |
12,483,000 |
0 |
0.145 |
Home Improvement Stores |
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ENS |
Enersys |
10 |
- |
$103.18 |
$62,107,000 |
657,500 |
4.58% |
-4,274,000 |
0 |
1.544 |
Industrial Electrical... |
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TFII |
Tfi International Ord Shs |
13 |
- |
$137.60 |
$23,122,000 |
145,000 |
1.7% |
3,405,000 |
0 |
0.155 |
N/A |
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WEX |
Wex Inc |
15 |
- |
$169.47 |
$20,190,000 |
85,000 |
1.49% |
3,653,000 |
0 |
0.19 |
Information & Deliver... |
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SABR |
Sabre Corp |
16 |
- |
$2.60 |
$19,159,000 |
7,917,000 |
1.41% |
-15,676,000 |
0 |
2.172 |
N/A |
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CCLP |
CSI Compressco LP |
17 |
- |
$2.42 |
$17,380,000 |
7,459,259 |
1.28% |
5,221,000 |
0 |
15.757 |
Oil & Gas Equipment &... |
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XPO |
XPO Logistics Inc |
19 |
- |
$102.99 |
$12,203,000 |
100,000 |
0.9% |
3,444,000 |
0 |
0.086 |
AirDelivery & Freight... |
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DOOR |
Masonite International (USA) |
20 |
- |
$132.84 |
$10,516,000 |
80,000 |
0.77% |
3,743,000 |
0 |
0.327 |
Lumber,Wood Production |
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ROG |
Rogers Corp |
21 |
- |
$119.16 |
$9,495,000 |
80,000 |
0.7% |
-1,071,000 |
0 |
0.428 |
Rubber & Plastics |
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XMTR |
Xometry, Inc. |
22 |
- |
$12.67 |
$929,000 |
55,000 |
0.07% |
-1,046,000 |
0 |
0.11 |
N/A |
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