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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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22 |
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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 |
- |
$31.81 |
$181,146,000 |
5,700,000 |
16% |
97,541,000 |
520,000 |
5.396 |
Aerospace/Defense Pro... |
|
|
MTZ |
Mastec Inc |
2 |
- |
$86.18 |
$156,740,000 |
2,070,000 |
13.84% |
89,448,000 |
1,135,000 |
2.802 |
Heavy Construction |
|
|
ARRY |
Array Technologies, Inc. |
3 |
- |
$0.00 |
$148,518,000 |
8,840,335 |
13.12% |
49,410,000 |
4,374,000 |
5.874 |
N/A |
|
|
TGI |
Triumph Group Inc |
4 |
- |
$13.42 |
$92,872,000 |
5,601,437 |
8.2% |
51,803,000 |
240,000 |
8.074 |
Aerospace/Defense Pro... |
|
|
FSLR |
First Solar, Inc. |
5 |
- |
$175.02 |
$79,249,000 |
460,000 |
7% |
42,083,000 |
230,000 |
0.434 |
Semiconductor - Speci... |
|
|
ATKR |
Atkore International Group ... |
6 |
- |
$181.21 |
$71,801,000 |
448,759 |
6.34% |
7,834,000 |
20,000 |
0.945 |
N/A |
|
|
CRHCF |
CRH Plc |
7 |
- |
$77.20 |
$70,889,000 |
1,025,000 |
6.26% |
14,791,000 |
0 |
0 |
N/A |
|
|
DY |
Dycom Industries Inc |
8 |
- |
$140.95 |
$69,317,000 |
602,284 |
6.12% |
15,714,000 |
0 |
1.892 |
Heavy Construction |
|
|
ENS |
Enersys |
9 |
- |
$90.99 |
$66,381,000 |
657,500 |
5.86% |
4,135,000 |
0 |
1.544 |
Industrial Electrical... |
|
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BLDR |
Builders Firstsource Inc |
10 |
- |
$185.26 |
$50,082,000 |
300,000 |
4.42% |
12,735,000 |
0 |
0.145 |
Home Improvement Stores |
|
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SABR |
Sabre Corp |
11 |
- |
$2.76 |
$34,835,000 |
7,917,000 |
3.08% |
6,247,000 |
1,550,000 |
2.172 |
N/A |
|
|
CNM |
Core & Main, Inc. |
12 |
- |
$56.75 |
$24,044,000 |
595,000 |
2.12% |
6,878,000 |
0 |
0.229 |
N/A |
|
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TFII |
Tfi International Ord Shs |
13 |
- |
$140.74 |
$19,717,000 |
145,000 |
1.74% |
1,098,000 |
0 |
0.155 |
N/A |
|
|
WEX |
Wex Inc |
14 |
- |
$215.03 |
$16,537,000 |
85,000 |
1.46% |
549,000 |
0 |
0.19 |
Information & Deliver... |
|
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CCLP |
CSI Compressco LP |
15 |
- |
$2.42 |
$12,159,000 |
7,459,259 |
1.07% |
1,865,000 |
0 |
15.757 |
Oil & Gas Equipment &... |
|
|
ROG |
Rogers Corp |
16 |
- |
$109.54 |
$10,566,000 |
80,000 |
0.93% |
48,000 |
0 |
0.428 |
Rubber & Plastics |
|
|
JBI |
Janus International Group |
17 |
New |
$14.48 |
$9,786,000 |
749,921 |
0.86% |
9,786,000 |
749,921 |
0.55 |
N/A |
|
|
XPO |
XPO Logistics Inc |
18 |
- |
$118.25 |
$8,759,000 |
100,000 |
0.77% |
1,293,000 |
0 |
0.09 |
AirDelivery & Freight... |
|
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DOOR |
Masonite International (USA) |
19 |
- |
$131.75 |
$6,773,000 |
80,000 |
0.6% |
-685,000 |
0 |
0.327 |
Lumber,Wood Production |
|
|
XMTR |
Xometry, Inc. |
20 |
- |
$16.92 |
$1,975,000 |
55,000 |
0.17% |
1,041,000 |
0 |
0.11 |
N/A |
|
|
FTCI |
Ftc Solar, Inc. |
21 |
Closed |
$0.40 |
$0 |
0 |
0% |
-5,542,000 |
-4,330,000 |
0 |
N/A |
|
|
EME |
Emcor Group Inc |
22 |
Closed |
$349.35 |
$0 |
0 |
0% |
-21,039,000 |
-100,000 |
0 |
General Contractors |
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