0001837343-23-000004.txt : 20230814 0001837343-23-000004.hdr.sgml : 20230814 20230814064526 ACCESSION NUMBER: 0001837343-23-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230814 DATE AS OF CHANGE: 20230814 EFFECTIVENESS DATE: 20230814 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Hill City Capital, LP CENTRAL INDEX KEY: 0001837343 IRS NUMBER: 843419878 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20893 FILM NUMBER: 231166137 BUSINESS ADDRESS: STREET 1: 121 HIGH STREET STREET 2: 3RD FLOOR CITY: BOSTON STATE: MA ZIP: 02110 BUSINESS PHONE: (508) 524-6440 MAIL ADDRESS: STREET 1: 121 HIGH STREET STREET 2: 3RD FLOOR CITY: BOSTON STATE: MA ZIP: 02110 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001837343 XXXXXXXX 06-30-2023 06-30-2023 Hill City Capital, LP

121 HIGH STREET 3RD FLOOR BOSTON MA 02110

13F HOLDINGS REPORT 028-20893 000306709 801-118089 N Mike Richards 6177027408 Mike Richards Boston MA 08-14-2023 0 20 653948542 false INFORMATION TABLE 2 xml.xml ARRAY TECHNOLOGIES INC COM SHS 04271T100 80260171 3551335 SH SOLE 3551335 0 0 ATKORE INC COM 047649108 66860678 428759 SH SOLE 428759 0 0 BUILDERS FIRSTSOURCE INC COM 12008R107 40800000 300000 SH SOLE 300000 0 0 CORE & MAIN INC CL A 21874C102 9402000 300000 SH SOLE 300000 0 0 CSI COMPRESSCO LP COM UNIT 12637A103 9398666 7459259 SH SOLE 7459259 0 0 DIVERSEY HLDGS LTD ORD SHS G28923103 16192700 1930000 SH SOLE 1930000 0 0 DYCOM INDS INC COM 267475101 68449577 602284 SH SOLE 602284 0 0 EMCOR GROUP INC COM 29084Q100 18478000 100000 SH SOLE 100000 0 0 ENERSYS COM 29275Y102 65925900 607500 SH SOLE 607500 0 0 FIRST SOLAR INC COM 336433107 41819800 220000 SH SOLE 220000 0 0 FTC SOLAR INC COM 30320C103 13942600 4330000 SH SOLE 4330000 0 0 MASONITE INTL CORP COM 575385109 8195200 80000 SH SOLE 80000 0 0 MASTEC INC COM 576323109 62524100 530000 SH SOLE 530000 0 0 ROGERS CORP COM 775133101 12954400 80000 SH SOLE 80000 0 0 SABRE CORP COM 78573M104 19991730 6267000 SH SOLE 6267000 0 0 SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 45682350 1565000 SH SOLE 1565000 0 0 TFI INTL INC COM 87241L109 16524200 145000 SH SOLE 145000 0 0 TRIUMPH GROUP INC NEW COM 896818101 39905620 3226000 SH SOLE 3226000 0 0 WEX INC COM 96208T104 15475950 85000 SH SOLE 85000 0 0 XOMETRY INC CLASS A COM 98423F109 1164900 55000 SH SOLE 55000 0 0