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	$717,904 39.57% of portfolio	3	-	-	-	0 Calls 0 Puts
Solar \| Technology FSLR FSLR ARRY 3 stocks	$603,960 33.29% of portfolio	2	-	1	-	1 Calls 0 Puts
Aerospace & Defense \| Industrials SPR 1 stocks	$150,665 8.3% of portfolio	-	1	-	-	0 Calls 0 Puts
Packaging & Containers \| Consumer Cyclical IP 1 stocks	$90,381 4.98% of portfolio	1	-	-	-	0 Calls 0 Puts
Industrial Distribution \| Industrials CNM SITE 2 stocks	$58,846 3.24% of portfolio	1	-	-	-	0 Calls 0 Puts
Conglomerates \| Industrials MMM 1 stocks	$56,328 3.1% of portfolio	-	-	-	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials ENS 1 stocks	$38,382 2.12% of portfolio	1	-	-	-	0 Calls 0 Puts
Building Materials \| Basic Materials CX CRH.L 2 stocks	$29,469 1.62% of portfolio	1	-	1	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials BLDR 1 stocks	$28,005 1.54% of portfolio	-	-	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical SABR 1 stocks	$14,747 0.81% of portfolio	-	-	-	-	0 Calls 0 Puts
Trucking \| Industrials TFII 1 stocks	$13,002 0.72% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology WEX 1 stocks	$12,485 0.69% 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.