Hill City Capital, LP holds a concentrated book of 23 stocks worth $2.8B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Stmicroelectronics NV-NY SHS and trimmed Enersys. Their largest long position is Mastec Inc at 25% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1837343/holdings"
Use Arkolith to show Hill City Capital, LP's latest holdings, largest changes, and filing provenance.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Mastec Inc COM | $693.3M | 2.15M | 24.8% | —Held | |
| 2 | First Solar Inc COM | $429.5M | 2.18M | 15.3% | ▲+4.2% Added · +87K sh | |
| 3 | Dycom Inds Inc COM | $342.1M | 1.01M | 12.2% | —Held | |
| 4 | International Paper Co COM | $149.9M | 4.20M | 5.4% | ▲+73% Added · +1.8M sh | |
| 5 | Granite Constr Inc COM | $133.1M | 1.11M | 4.8% | —Held | |
| 6 | Cemex Sa Euro MTN Be 144A SPON ADR NEW | $123.6M | 10.80M | 4.4% | —Held | |
| 7 | Centuri Holdings Inc COM SHS | $117.7M | 4.03M | 4.2% | —Held | |
| 8 | CRH PLC ORD | $113.2M | 1.08M | 4.0% | ▲+2.9% Added · +30K sh | |
| 9 | Boeing Co COM | $109.8M | 551.5K | 3.9% | ▲+6.4% Added · +33K sh | |
| 10 | James Hardie Inds PLC ORD SHS | $106.5M | 5.62M | 3.8% | ▲+9.8% Added · +502K sh | |
| 11 | Array Technologies Inc COM SHS | $93.2M | 12.89M | 3.3% | —Held | |
| 12 | Stmicroelectronics N V NY REGISTRY | $79.5M | 2.30M | 2.8% | ▲New New position | |
| 13 | Advanced Drain Sys Inc Del COM | $50.7M | 370.0K | 1.8% | ▲+131% Added · +210K sh | |
| 14 | Ats Corp COM | $46.5M | 1.65M | 1.7% | —Held | |
| 15 | Atkore Inc COM | $42.9M | 728.2K | 1.5% | —Held | |
| 16 | Core & Main Inc CL A | $42.9M | 867.6K | 1.5% | ▲+8.8% Added · +71K sh | |
| 17 | Enersys COM | $33.0M | 190.0K | 1.2% | ▼−59% Reduced · −278K sh | |
| 18 | Trex Inc COM | $20.0M | 550.0K | 0.7% | ▼−0.4% Reduced · −2K sh | |
| 19 | Waterbridge Infrastructure L CL A SHS REPSTG | $18.8M | 700.0K | 0.7% | —Held | |
| 20 | Tfi Intl Inc COM | $15.8M | 145.0K | 0.6% | —Held | |
| 21 | Equipmentshare Com Inc COM CL A | $15.3M | 750.0K | 0.5% | ▲New New position | |
| 22 | Wolfspeed Inc COMMON STOCK | $14.4M | 885.0K | 0.5% | ▲New New position | |
| 23 | Solv Energy Inc COM SHS CL A | $7.5M | 250.0K | 0.3% | ▲New New position |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 23 | $2.8B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 23 | $2.6B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 22 | $2.4B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 20 | $2.0B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 14, 2025 | 17 | $1.3B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 19 | $1.6B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 22 | $1.5B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 24 | $1.4B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 22 | $1.4B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 20 | $1.1B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 21 | $745.1M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 20 | $653.9M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 23 | $509.1M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 13, 2023 | 23 | $574.4M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 21 | $500.0M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 15, 2022 | 21 | $434.1M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 16, 2022 | 23 | $524.4M | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 19 | $439.0M | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 15, 2021 | 24 | $394.1M | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 16, 2021 | 18 | $329.9M | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 17, 2021 | 17 | $241.0M | 13F-HR/A |
| Q4 2020 | Dec 31, 2020 | Feb 16, 2021 | 18 | $184.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.