13F Filings History of Hill City Capital, LP

Latest 13F report
Q4 2025 - 13 Feb 2026
Value $
$2,649,255,133
Signature - Title
Mike Richards - Chief Financial Officer
Location
Boston, MA
Summary
This page shows a list of all the recent 13F filings made by Hill City Capital, LP. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Hill City Capital, LP reported 23 stock holdings with total value $2,649,255,133 as of Q4 2025. Top holdings included FSLR, MTZ, DY, CRH, and GVA.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 23 $2,649,255,133 +$174,120,999 -$102,501,578 +$71,619,421 FSLR, MTZ, DY, CRH, GVA 13F-HR 13 Feb 2026, 11:42
Q3 2025 22 $2,364,787,058 +$259,110,956 -$93,157,712 +$165,953,244 FSLR, MTZ, DY, CRH, GVA 13F-HR 13 Nov 2025, 13:45
Q2 2025 19 $1,858,044,505 +$269,522,000 -$79,671,493 +$189,850,507 MTZ, FSLR, DY, SPR, GVA 13F-HR 14 Aug 2025, 10:41
Q1 2025 17 $1,343,253,432 +$139,253,269 -$206,548,087 -$67,294,818 MTZ, SPR, FSLR, DY, CRH 13F-HR 14 May 2025, 16:47
Q4 2024 19 $1,561,245,252 +$104,463,500 -$91,888,542 +$12,574,958 MTZ, SPR, FSLR, DY, TGI 13F-HR 14 Feb 2025, 10:41
Q3 2024 22 $1,514,251,328 +$99,318,323 -$30,099,432 +$69,218,891 MTZ, SPR, DY, FSLR, CRH 13F-HR 14 Nov 2024, 09:16
Q2 2024 24 $1,391,551,737 +$131,559,757 -$28,825,023 +$102,734,734 MTZ, SPR, ARRY, DY, FSLR 13F-HR 14 Aug 2024, 10:52
Q1 2024 22 $1,356,974,915 +$121,280,704 $0 +$121,280,704 SPR, MTZ, ARRY, CRH, DY 13F-HR 15 May 2024, 10:47
Q4 2023 20 $1,132,145,270 +$239,361,069 -$26,581,400 +$212,779,669 SPR, MTZ, ARRY, TGI, FSLR 13F-HR 14 Feb 2024, 10:18
Q3 2023 21 $745,110,994 +$203,028,647 -$16,192,700 +$186,835,947 ARRY, SPR, MTZ, ATKR, ENS 13F-HR 14 Nov 2023, 14:25
Q2 2023 20 $653,948,542 +$129,341,087 -$47,222,195 +$82,118,892 ARRY, DY, ATKR, ENS, MTZ 13F-HR 14 Aug 2023, 06:45
Q1 2023 23 $509,109,038 +$41,800,200 -$148,199,414 -$106,399,214 ARRY, DY, ENS, MTZ, ATKR 13F-HR 15 May 2023, 09:59
Q4 2022 23 $574,416,046 +$94,960,346 -$59,820,000 +$35,140,346 AAWW, ARRY, DY, ENS, ATKR 13F-HR 13 Feb 2023, 10:58
Q3 2022 21 $500,006,000 +$33,779,681 -$1,721,000 +$32,058,681 AAWW, ARRY, DY, SPR, ENS 13F-HR 14 Nov 2022, 09:46
Q2 2022 21 $434,108,000 +$53,082,401 -$6,614,673 +$46,467,728 AAWW, DY, SPR, ARRY, TGI 13F-HR 15 Aug 2022, 12:19
Q1 2022 23 $524,421,000 +$86,549,632 -$23,008,000 +$63,541,632 AAWW, DY, SPR, TGI, SABR 13F-HR 16 May 2022, 11:08
Q4 2021 19 $438,968,000 +$28,087,820 -$25,505,226 +$2,582,594 AAWW, DY, SPR, TGI, SABR 13F-HR 14 Feb 2022, 14:20
Q3 2021 24 $394,149,000 +$53,003,678 $0 +$53,003,678 AAWW, DY, SABR, TGI, SPR 13F-HR 15 Nov 2021, 11:15
Q2 2021 18 $329,925,000 +$96,774,267 -$11,600,500 +$85,173,767 AAWW, DY, TGI, SABR, ENS 13F-HR 16 Aug 2021, 14:11
Q1 2021 17 $241,040,000 +$48,968,356 -$25,313,667 +$23,654,689 DY, AAWW, SABR, ENS, TGI Restatement 14 May 2021, 18:44
Q4 2020 18 $184,414,000 $0 $0 $0 DY, ENS, SABR, AAWW, CARG 13F-HR 16 Feb 2021, 12:20