Hill City Capital, LP has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.37 Billion distributed in 22 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Mastec Inc with a value of $262M, Spirit Aero Systems Holdings, Inc. with a value of $194M, Dycom Industries Inc with a value of $134M, First Solar, Inc. with a value of $115M, and Array Technologies, Inc. with a value of $94.2M.

Examining the 13F form we can see an increase of $87.7M in the current position value, from $1.28B to 1.37B.

Hill City Capital, LP is based out at Boston, MA

Below you can find more details about Hill City Capital, LP portfolio as well as his latest detailed transactions.

Portfolio value $1.37 Billion
Industrials: $1.03 Billion
Technology: $236 Million
Consumer Cyclical: $104 Million
Basic Materials: $0

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 22
  • Current Value $1.37 Billion
  • Prior Value $1.28 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 0 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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