Hill City Capital, LP
CIK Number: 0001837343
1.34B
Market Value
19
# of Holdings
10 months
Avg. Holding Period
45.45%
Win Rate
4.21%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | MTZ | MasTec, Inc. | 163.44 | +0.82% | 2.13M | 0.00% | 289.98M | 79.23 | 18.57% |
| 2 | SPR | Spirit AeroSyst... | 36.97 | +0.39% | 5.97M | 0.00% | 203.63M | 22.6 | 13.04% |
| 3 | FSLR | First Solar, In... | 175.19 | -0.01% | 850K | +84.78% | 149.8M | 178.58 | 9.60% |
| 4 | DY | Dycom Industrie... | 232.56 | -0.25% | 849.78K | +25.01% | 147.91M | 104.19 | 9.47% |
| 5 | TGI | Triumph Group, ... | 25.79 | -0.04% | 5.95M | 0.00% | 111.05M | 12.24 | 7.11% |
| 6 | CRH | CRH plc | 90.45 | +0.46% | 1.1M | 0.00% | 101.49M | 56.71 | 6.50% |
| 7 | GVA | Granite Constru... | 89.13 | +0.07% | 1.05M | +7.15% | 92M | 61.23 | 5.89% |
| 8 | ARRY | Array Technolog... | 7.92 | -0.44% | 14.27M | 0.00% | 86.16M | 13.79 | 5.52% |
| 9 | IP | International P... | 46.52 | +1.36% | 1.55M | 0.00% | 83.42M | 47.43 | 5.34% |
| 10 | MMM | 3M Company | 144.91 | +1.82% | 370K | 0.00% | 47.76M | 122.07 | 3.06% |
| 11 | CNM | Core & Main, In... | 55.78 | -0.6% | 774.2K | 0.00% | 39.41M | 34.37 | 2.52% |
| 12 | ATKR | Atkore Inc. | 66.03 | -0.67% | 460.91K | -0.00% | 38.46M | 129.21 | 2.46% |
| 13 | LB | LandBridge Comp... | 70.74 | -2.43% | 595K | -40.5% | 38.44M | 23.15 | 2.46% |
| 14 | BLDR | Builders FirstS... | 111.64 | +0.31% | 240K | -20% | 34.3M | 42.39 | 2.20% |
| 15 | ENS | EnerSys | 86.44 | -0.09% | 277.5K | -57.79% | 25.65M | 72.35 | 1.64% |
| 16 | SABR | Sabre Corporati... | 2.70 | +2.66% | 6.62M | -13.13% | 24.15M | 6.94 | 1.55% |
| 17 | TFII | TFI Internation... | 91.16 | +1.38% | 145K | 0.00% | 19.59M | 74.76 | 1.25% |
| 18 | WEX | WEX Inc. | 143.50 | +4.25% | 85K | 0.00% | 14.9M | 175.94 | 0.95% |
| 19 | XPO | XPO Logistics, ... | 122.35 | +1.58% | 100K | 0.00% | 13.12M | 74.66 | 0.84% |