0001837343-23-000005.txt : 20231114 0001837343-23-000005.hdr.sgml : 20231114 20231114142546 ACCESSION NUMBER: 0001837343-23-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231114 DATE AS OF CHANGE: 20231114 EFFECTIVENESS DATE: 20231114 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: 231404448 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 09-30-2023 09-30-2023 Hill City Capital, LP

121 HIGH STREET 3RD FLOOR BOSTON MA 02110

13F HOLDINGS REPORT 028-20893 000306709 801-118089 N Mike Richards (617) 702-7408 Mike Richards Boston MA 11-14-2023 0 21 745110994 false INFORMATION TABLE 2 13Finfotable.xml ARRAY TECHNOLOGIES INC COM SHS 04271T100 99107974 4466335 SH SOLE 4466335 0 0 ATKORE INC COM 047649108 63966555 428759 SH SOLE 428759 0 0 BUILDERS FIRSTSOURCE INC COM 12008R107 37347000 300000 SH SOLE 300000 0 0 CORE & MAIN INC CL A 21874C102 17165750 595000 SH SOLE 595000 0 0 CRH PLC ORD G25508105 56098250 1025000 SH SOLE 1025000 0 0 CSI COMPRESSCO LP COM UNIT 12637A103 10293777 7459259 SH SOLE 7459259 0 0 DYCOM INDS INC COM 267475101 53603276 602284 SH SOLE 602284 0 0 EMCOR GROUP INC COM 29084Q100 21039000 100000 SH SOLE 100000 0 0 ENERSYS COM 29275Y102 62245525 657500 SH SOLE 657500 0 0 FIRST SOLAR INC COM 336433107 37165700 230000 SH SOLE 230000 0 0 FTC SOLAR INC COM 30320C103 5542400 4330000 SH SOLE 4330000 0 0 MASONITE INTL CORP COM 575385109 7457600 80000 SH SOLE 80000 0 0 MASTEC INC COM 576323109 67291950 935000 SH SOLE 935000 0 0 ROGERS CORP COM 775133101 10517600 80000 SH SOLE 80000 0 0 SABRE CORP COM 78573M104 28587830 6367000 SH SOLE 6367000 0 0 SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 83605200 5180000 SH SOLE 5180000 0 0 TFI INTL INC COM 87241L109 18619450 145000 SH SOLE 145000 0 0 TRIUMPH GROUP INC NEW COM 896818101 41068607 5361437 SH SOLE 5361437 0 0 WEX INC COM 96208T104 15987650 85000 SH SOLE 85000 0 0 XOMETRY INC CLASS A COM 98423F109 933900 55000 SH SOLE 55000 0 0 XPO INC COM 983793100 7466000 100000 SH SOLE 100000 0 0