Hill City Capital, LP - Q42025 Holdings

Hill City Capital, LP holds 23 stocks with a total portfolio value of $ 2.65B as of Q42025. In Q42025, Hill City Capital, LP added 2 new positions, increased stakes in 6 stocks, reduced 1 holding, and fully exited 1 position. The largest holding is First Solar Inc (FSLR), representing 20.61% of the total portfolio.