Mike Richards

Hill City Capital, Lp

Assets Managed

$2.799B

Holdings

Last Quarter

2026 - Q1

Filed Date

1mo 4d ago

Growth Rate

5.66%(2Q avg: 8.85%)

Sustained Growth

4 quarters

Portfolio positions

This chart displays the top 10 holdings in Hill City Capital, Lp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 23 positions.

Assets under management

The assets under management (AUM) of Hill City Capital, Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 2.799B in assets, with a quarterly growth rate of 5.66% and a 2-quarter average growth rate of 8.85%. The portfolio is managed by Mike Richards, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
MTZ Mastec Inc Recent Activity	24.77%	$693.35M 2.155M shares@ $321.74 avg price
FSLR First Solar Inc Recent Activity Increased 4.17%	15.35%	$429.542M 2.178M shares@ $197.26 avg price	Increased 4.17%
DY Dycom Industries Inc Recent Activity	12.23%	$342.135M 1.01M shares@ $338.83 avg price
IP International Paper Co Recent Activity Increased 72.84%	5.36%	$149.94M 4.2M shares@ $35.7 avg price	Increased 72.84%
GVA Granite Construction Inc Recent Activity	4.76%	$133.073M 1.11M shares@ $119.88 avg price
CX Cemex Sab-spons Adr Part Cer Recent Activity	4.42%	$123.583M 10.803M shares@ $11.44 avg price
CTRI Centuri Holdings Inc Recent Activity	4.21%	$117.716M 4.03M shares@ $29.21 avg price
CRH Crh Plc Recent Activity Increased 2.91%	4.05%	$113.151M 1.076M shares@ $105.12 avg price	Increased 2.91%
BA Boeing Co The Recent Activity Increased 6.37%	3.93%	$109.762M 551,483 shares@ $199.03 avg price	Increased 6.37%
JHX James Hardie Ind Plc Recent Activity Increased 9.8%	3.81%	$106.475M 5.622M shares@ $18.94 avg price	Increased 9.8%

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