0001837343-24-000003.txt : 20240515 0001837343-24-000003.hdr.sgml : 20240515 20240515104721 ACCESSION NUMBER: 0001837343-24-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240515 DATE AS OF CHANGE: 20240515 EFFECTIVENESS DATE: 20240515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Hill City Capital, LP CENTRAL INDEX KEY: 0001837343 ORGANIZATION NAME: 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: 24948138 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 03-31-2024 03-31-2024 Hill City Capital, LP
121 HIGH STREET 3RD FLOOR BOSTON MA 02110
13F HOLDINGS REPORT 028-20893 000306709 801-118089 N
Mike Richards Chief Financial Officer 617-702-7408 Mike Richards Boston MA 05-15-2024 0 22 1356974915 false
INFORMATION TABLE 2 13F.xml ARRAY TECHNOLOGIES INC COM SHS 04271T100 168487995 11300335 SH SOLE 11300335 0 0 ATKORE INC COM 047649108 87738637 460909 SH SOLE 460909 0 0 BUILDERS FIRSTSOURCE INC COM 12008R107 62565000 300000 SH SOLE 300000 0 0 CORE & MAIN INC CL A 21874C102 34201150 597400 SH SOLE 597400 0 0 CRH PLC ORD G25508105 94627220 1097000 SH SOLE 1097000 0 0 CSI COMPRESSCO LP COM UNIT 12637A103 17380073 7459259 SH SOLE 7459259 0 0 DYCOM INDS INC COM 267475101 92545848 644784 SH SOLE 644784 0 0 ENERSYS COM 29275Y102 62107450 657500 SH SOLE 657500 0 0 FIRST SOLAR INC COM 336433107 77648000 460000 SH SOLE 460000 0 0 GRANITE CONSTR INC COM 387328107 29007415 507744 SH SOLE 507744 0 0 JANUS INTERNATIONAL GROUP IN COMMON STOCK 47103N106 12220819 807721 SH SOLE 807721 0 0 MASONITE INTL CORP COM 575385109 10516000 80000 SH SOLE 80000 0 0 MASTEC INC COM 576323109 198622500 2130000 SH SOLE 2130000 0 0 RH COM 74967X103 20984406 60255 SH SOLE 60255 0 0 ROGERS CORP COM 775133101 9495200 80000 SH SOLE 80000 0 0 SABRE CORP COM 78573M104 19159140 7917000 SH SOLE 7917000 0 0 SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 213714750 5925000 SH SOLE 5925000 0 0 TFI INTL INC COM 87241L109 23121700 145000 SH SOLE 145000 0 0 TRIUMPH GROUP INC NEW COM 896818101 89509612 5951437 SH SOLE 5951437 0 0 WEX INC COM 96208T104 20190050 85000 SH SOLE 85000 0 0 XOMETRY INC CLASS A COM 98423F109 928950 55000 SH SOLE 55000 0 0 XPO INC COM 983793100 12203000 100000 SH SOLE 100000 0 0