News + Filings Holdings
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Hill City Capital, LP
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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Array Technologies, Inc.
| ARRY | Common | 3,551,335 | 90,000 | 80,260,171,000 | 4,526,161,000 | 12.27 | 2.35 |
Hist
| 06/30/2023 |
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DYCOM INDUSTRIES INC
| DY | Common | 602,284 | 3,380 | 68,449,577,000 | 12,362,217,000 | 10.47 | 2.05 |
Hist
| 06/30/2023 |
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Atkore Inc.
| ATKR | COM | 428,759 | 120,000 | 66,860,678,000 | 23,486,214,000 | 10.22 | |
Hist
| 06/30/2023 |
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EnerSys
| ENS | Common | 607,500 | 0 | 65,925,900,000 | 13,146,300,000 | 10.08 | 1.48 |
Hist
| 06/30/2023 |
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MASTEC INC
| MTZ | Common | 530,000 | 50,000 | 62,524,100,000 | 17,192,900,000 | 9.56 | 0.67 |
Hist
| 06/30/2023 |
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Spirit AeroSystems Holdings, Inc.
| SPR | Cl A | 1,565,000 | 1,515,000 | 45,682,350,000 | 43,955,850,000 | 6.99 | |
Hist
| 06/30/2023 |
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FIRST SOLAR, INC.
| FSLR | Common | 220,000 | 220,000 | 41,819,800,000 | 41,819,800,000 | 6.39 | |
Hist
| 06/30/2023 |
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Builders FirstSource, Inc.
| BLDR | Common | 300,000 | 0 | 40,800,000,000 | 14,166,000,000 | 6.24 | 0.22 |
Hist
| 06/30/2023 |
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TRIUMPH GROUP INC
| TGI | Common | 3,226,000 | 60,000 | 39,905,620,000 | 3,211,680,000 | 6.10 | 4.93 |
Hist
| 06/30/2023 |
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Sabre Corp
| SABR | COM | 6,267,000 | 1,920,000 | 19,991,730,000 | 1,343,100,000 | 3.06 | |
Hist
| 06/30/2023 |
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EMCOR Group, Inc.
| EME | Common | 100,000 | 0 | 18,478,000,000 | 2,219,000,000 | 2.83 | 0.21 |
Hist
| 06/30/2023 |
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TFI International Inc.
| TFII | Common | 145,000 | 0 | 16,524,200,000 | -772,850,000 | 2.53 | 0.17 |
Hist
| 06/30/2023 |
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Diversey Holdings, Ltd.
| DSEY | ORD SHS | 1,930,000 | 0 | 16,192,700,000 | 579,000,000 | 2.48 | 0.59 |
Hist
| 06/30/2023 |
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WEX Inc.
| WEX | Common | 85,000 | 0 | 15,475,950,000 | -154,700,000 | 2.37 | |
Hist
| 06/30/2023 |
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FTC Solar, Inc.
| FTCI | COM | 4,330,000 | 0 | 13,942,600,000 | 4,200,100,000 | 2.13 | 3.88 |
Hist
| 06/30/2023 |
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ROGERS CORP
| ROG | Common | 80,000 | 0 | 12,954,400,000 | -120,000,000 | 1.98 | 0.43 |
Hist
| 06/30/2023 |
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Core & Main, Inc.
| CNM | COMMON STOCK | 300,000 | 300,000 | 9,402,000,000 | 9,402,000,000 | 1.44 | |
Hist
| 06/30/2023 |
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CSI Compressco LP
| CCLP | COM UNIT | 7,459,259 | 0 | 9,398,666,000 | 223,777,000 | 1.44 | |
Hist
| 06/30/2023 |
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MASONITE INTERNATIONAL CORP
| DOOR | Common | 80,000 | 0 | 8,195,200,000 | 933,600,000 | 1.25 | 0.36 |
Hist
| 06/30/2023 |
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Xometry, Inc.
| XMTR | Common | 55,000 | 0 | 1,164,900,000 | 341,550,000 | 0.18 | 0.12 |
Hist
| 06/30/2023 |
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SM Energy Co
| SM | COM | 0 | -270,000 | 0 | -7,603,200,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Vital Energy, Inc.
| LPI | COM | 0 | -160,000 | 0 | -7,286,400,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Diamondback Energy, Inc.
| FANG | COM | 0 | -158,500 | 0 | -21,424,445,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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PDC ENERGY, INC.
| PDCE | Common | 0 | -158,100 | 0 | -10,146,858,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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GENTHERM Inc
| THRM | Common | 0 | -12,600 | 0 | -761,292,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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