StockDriftsStockDriftsTop 23 Hill City Capital LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MTZ | MASTEC INC | 24.77% | 2.15M | $693.3M | +0.00%(+0) | $80.60(+363.29%) | 2026-03-31 | |
| FSLR | FIRST SOLAR INC | 15.35% | 2.18M | $429.5M | +4.17%(+87.15K) | $170.09(+32.03%) | 2026-03-31 | |
| DY | DYCOM INDS INC | 12.22% | 1.01M | $342.1M | +0.00%(+0) | $110.35(+296.69%) | 2026-03-31 | |
| IP | INTERNATIONAL PAPER CO | 5.36% | 4.20M | $149.9M | +72.84%(+1.77M) | $42.26(-8.22%) | 2026-03-31 | |
| GVA | GRANITE CONSTR INC | 4.75% | 1.11M | $133.1M | +0.00%(+0) | $60.35(+141.80%) | 2026-03-31 | |
| CX | CEMEX SA EURO MTN BE 144A | 4.41% | 10.80M | $123.6M | +0.00%(+0) | $7.30(+68.25%) | 2026-03-31 | |
| CTRI | CENTURI HOLDINGS INC | 4.21% | 4.03M | $117.7M | +0.00%(+0) | $20.14(+35.99%) | 2026-03-31 | |
| CRH | CRH PLC | 4.04% | 1.08M | $113.2M | +2.91%(+30.40K) | $58.35(+84.28%) | 2026-03-31 | |
| BA | BOEING CO | 3.92% | 551.5K | $109.8M | +6.36%(+33.00K) | $215.97(+4.87%) | 2026-03-31 | |
| JHX | JAMES HARDIE INDS PLC | 3.8% | 5.62M | $106.5M | +9.79%(+501.50K) | $22.27(+15.89%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.34% | +57.46% |
| Top 20 Holdings Unweighted | +10.26% | +34.05% |
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