Hill City Capital, LP Portfolio Holdings by Sector

Hill City Capital, LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Engineering & Construction \| Industrials MTZ DY GVA 3 stocks	$397,738 30.97% of portfolio	2	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials SPR TGI 2 stocks	$301,257 23.46% of portfolio	1	-	-	-	0 Calls 0 Puts
Solar \| Technology ARRY FSLR 2 stocks	$240,326 18.72% of portfolio	1	-	-	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials ENS ATKR 2 stocks	$130,254 10.14% of portfolio	-	-	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials BLDR JBI 2 stocks	$51,787 4.03% of portfolio	1	-	-	-	0 Calls 0 Puts
Industrial Distribution \| Industrials CNM 1 stocks	$37,889 2.95% of portfolio	1	-	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical SABR 1 stocks	$21,138 1.65% of portfolio	-	-	-	-	0 Calls 0 Puts
Trucking \| Industrials TFII 1 stocks	$21,048 1.64% of portfolio	-	-	-	-	0 Calls 0 Puts
Packaging & Containers \| Consumer Cyclical IP 1 stocks	$17,260 1.34% of portfolio	1	-	1	-	0 Calls 0 Puts
Conglomerates \| Industrials MMM 1 stocks	$15,328 1.19% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology WEX 1 stocks	$15,056 1.17% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical RH 1 stocks	$14,728 1.15% of portfolio	-	-	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials XPO 1 stocks	$10,615 0.83% of portfolio	-	-	-	-	0 Calls 0 Puts
Electronic Components \| Technology ROG 1 stocks	$9,648 0.75% of portfolio	-	-	-	-	0 Calls 0 Puts
Building Materials \| Basic Materials CRH.L 1 stocks	$0 0.0% of portfolio	-	-	-	-	0 Calls 0 Puts

Get notified when there are updates to the investment portfolio of Hill City Capital, LP, based on Form 13F filings with the SEC.

Stay updated on Hill City Capital, LP with notifications on news.