0001837343-24-000002.txt : 20240214 0001837343-24-000002.hdr.sgml : 20240214 20240214101843 ACCESSION NUMBER: 0001837343-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240214 DATE AS OF CHANGE: 20240214 EFFECTIVENESS DATE: 20240214 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: 24633615 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 12-31-2023 12-31-2023 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 02-14-2024 0 20 1132145270 false INFORMATION TABLE 2 13f.xml ARRAY TECHNOLOGIES INC COM SHS 04271T100 148517628 8840335 SH SOLE 8840335 0 0 ATKORE INC COM 047649108 71801440 448759 SH SOLE 448759 0 0 BUILDERS FIRSTSOURCE INC COM 12008R107 50082000 300000 SH SOLE 300000 0 0 CORE & MAIN INC CL A 21874C102 24043950 595000 SH SOLE 595000 0 0 CRH PLC ORD G25508105 70889000 1025000 SH SOLE 1025000 0 0 CSI COMPRESSCO LP COM UNIT 12637A103 12158592 7459259 SH SOLE 7459259 0 0 DYCOM INDS INC COM 267475101 69316866 602284 SH SOLE 602284 0 0 ENERSYS COM 29275Y102 66381200 657500 SH SOLE 657500 0 0 FIRST SOLAR INC COM 336433107 79248800 460000 SH SOLE 460000 0 0 JANUS INTERNATIONAL GROUP IN COMMON STOCK 47103N106 9786469 749921 SH SOLE 749921 0 0 MASONITE INTL CORP COM 575385109 6772800 80000 SH SOLE 80000 0 0 MASTEC INC COM 576323109 156740400 2070000 SH SOLE 2070000 0 0 ROGERS CORP COM 775133101 10565600 80000 SH SOLE 80000 0 0 SABRE CORP COM 78573M104 34834800 7917000 SH SOLE 7917000 0 0 SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 181146000 5700000 SH SOLE 5700000 0 0 TFI INTL INC COM 87241L109 19717100 145000 SH SOLE 145000 0 0 TRIUMPH GROUP INC NEW COM 896818101 92871825 5601437 SH SOLE 5601437 0 0 WEX INC COM 96208T104 16536750 85000 SH SOLE 85000 0 0 XOMETRY INC CLASS A COM 98423F109 1975050 55000 SH SOLE 55000 0 0 XPO INC COM 983793100 8759000 100000 SH SOLE 100000 0 0