Hill City Capital, LP - Q12026 Holdings

Hill City Capital, LP holds 23 stocks with a total portfolio value of $ 2.8B as of Q12026. In Q12026, Hill City Capital, LP added 4 new positions, increased stakes in 7 stocks, reduced 2 holdings, and fully exited 4 positions. The largest holding is Mastec Inc (MTZ), representing 24.77% of the total portfolio.