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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
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21 |
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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 |
|
MTZ |
Mastec Inc |
1 |
- |
$170.24 |
$250,343,000 |
2,145,000 |
18.64% |
-39,635,000 |
15,000 |
2.904 |
Heavy Construction |
|
|
SPR |
Spirit AeroSystems Holdings... |
2 |
- |
$39.93 |
$205,899,000 |
5,975,000 |
15.33% |
2,271,000 |
0 |
4.954 |
Aerospace/Defense Pro... |
|
|
FSLR |
First Solar, Inc. |
3 |
- |
$162.44 |
$171,313,000 |
1,355,000 |
12.75% |
21,509,000 |
505,000 |
1.279 |
Semiconductor - Speci... |
|
|
DY |
Dycom Industries Inc |
4 |
- |
$252.40 |
$147,737,000 |
969,784 |
11% |
-176,000 |
120,000 |
3.046 |
Heavy Construction |
|
|
CRHCF |
CRH Plc |
5 |
- |
$95.24 |
$96,503,000 |
1,097,000 |
7.18% |
-4,991,000 |
0 |
0 |
N/A |
|
|
IP |
International Paper Co |
6 |
- |
$52.41 |
$96,030,000 |
1,800,000 |
7.15% |
12,609,000 |
250,000 |
0.458 |
Paper & Paper Products |
|
|
GVA |
Granite Construction Inc |
7 |
- |
$93.74 |
$79,928,000 |
1,060,048 |
5.95% |
-12,074,000 |
11,110 |
0.226 |
Heavy Construction |
|
|
ARRY |
Array Technologies, Inc. |
8 |
- |
$0.00 |
$69,472,000 |
14,265,335 |
5.17% |
-16,691,000 |
0 |
7.861 |
N/A |
|
|
MMM |
3M Co |
9 |
- |
$155.84 |
$54,338,000 |
370,000 |
4.05% |
6,575,000 |
0 |
0.064 |
Conglomerates |
|
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CNM |
Core & Main, Inc. |
10 |
- |
$61.58 |
$37,402,000 |
774,200 |
2.78% |
-2,013,000 |
0 |
0.298 |
N/A |
|
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ATS |
Ats Ord Shs |
11 |
New |
$29.51 |
$32,405,000 |
1,299,857 |
2.41% |
32,405,000 |
1,299,857 |
1.327 |
N/A |
|
|
BLDR |
Builders Firstsource Inc |
12 |
- |
$133.28 |
$29,986,000 |
240,000 |
2.23% |
-4,317,000 |
0 |
0.116 |
Home Improvement Stores |
|
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ENS |
Enersys |
13 |
- |
$87.62 |
$29,077,000 |
317,500 |
2.16% |
3,428,000 |
40,000 |
0.746 |
Industrial Electrical... |
|
|
WEX |
Wex Inc |
14 |
- |
$150.64 |
$13,347,000 |
85,000 |
0.99% |
-1,555,000 |
0 |
0.19 |
Information & Deliver... |
|
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SABR |
Sabre Corp |
15 |
- |
$3.16 |
$13,114,000 |
4,667,000 |
0.98% |
-11,038,000 |
-1,950,000 |
1.28 |
N/A |
|
|
TFII |
Tfi International Ord Shs |
16 |
- |
$90.04 |
$11,230,000 |
145,000 |
0.84% |
-8,358,000 |
0 |
0.155 |
N/A |
|
|
SITE |
SiteOne Landscape Supply Inc |
17 |
New |
$129.24 |
$5,131,000 |
42,250 |
0.38% |
5,131,000 |
42,250 |
0.084 |
N/A |
|
|
LB |
Landbridge Co Llc |
20 |
Closed |
$59.69 |
$0 |
0 |
0% |
-38,437,000 |
-595,000 |
0 |
N/A |
|
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ATKR |
Atkore International Group ... |
19 |
Closed |
$74.97 |
$0 |
0 |
0% |
-38,463,000 |
-460,908 |
0 |
N/A |
|
|
TGI |
Triumph Group Inc |
18 |
Closed |
$25.90 |
$0 |
0 |
0% |
-111,054,000 |
-5,951,437 |
0 |
Aerospace/Defense Pro... |
|
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XPO |
XPO Logistics Inc |
21 |
Closed |
$132.35 |
$0 |
0 |
0% |
-13,115,000 |
-100,000 |
0 |
AirDelivery & Freight... |
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