Hill City Capital, LP
BOSTON MA · SEC CIK 0001837343
$42.82亿2026Q2 申报市值
28持仓数
79.9%前十大占比 · 第一大 20.9%
5 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
DPC 新建仓+$3.77亿
FSLR 加仓+$1.06亿
STM 加仓+$5,991.20万
LFUS 新建仓+$5,463.96万
BWA 新建仓+$5,326.41万
2026Q2 卖出最多 按季末市值估算
EQPT 清仓-$1,527.75万
SITE 重新持有-$1,101.77万
ATKORE INC 减仓-$31.18万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| EQPT | EQUIPMENTSHARE COM INC | $0 | 0.00% | 0 | -750,000 | -100.0% | -$1,527.75万 | 清仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $33.18万 | 0.01% | 2,900 | -96,300 | -97.1% | -$1,101.77万 | 重新持有 |
| EROC | EROCK INC | $159.50万 | 0.04% | 110,000 | 110,000 | — | $159.50万 | 新建仓 |
| MWH | SOLV ENERGY INC | $851.25万 | 0.20% | 250,000 | 0 | 0.0% | — | 不变 |
| GTX | GARRETT MOTION INC | $1,811.50万 | 0.42% | 500,000 | 500,000 | — | $1,811.50万 | 新建仓 |
| TFII | TFI INTERNATIONAL INC | $2,081.76万 | 0.49% | 145,000 | 0 | 0.0% | — | 不变 |
| WBI | WATERBRIDGE INFRASTRUCTURE L | $2,398.90万 | 0.56% | 700,000 | 0 | 0.0% | — | 不变 |
| TREX | TREX INC | $2,752.20万 | 0.64% | 550,000 | 0 | 0.0% | — | 不变 |
| ENS | ENERSYS | $4,442.58万 | 1.04% | 190,000 | 0 | 0.0% | — | 不变 |
| WOLF | WOLFSPEED INC | $4,511.38万 | 1.05% | 935,000 | 50,000 | 5.6% | $241.25万 | 加仓 |
| ATS | ATS CORPORATION | $4,748.29万 | 1.11% | 1,649,857 | 0 | 0.0% | — | 不变 |
| CNM | CORE & MAIN INC | $4,963.24万 | 1.16% | 1,028,650 | 161,050 | 18.6% | $777.07万 | 加仓 |
| BWA | BORGWARNER INC | $5,326.41万 | 1.24% | 802,170 | 802,170 | — | $5,326.41万 | 新建仓 |
| LFUS | LITTELFUSE INC | $5,463.96万 | 1.28% | 120,000 | 120,000 | — | $5,463.96万 | 新建仓 |
| — | ATKORE INC | $5,506.10万 | 1.29% | 724,106 | -4,100 | -0.6% | -$31.18万 | 减仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $7,534.08万 | 1.76% | 480,000 | 110,000 | 29.7% | $1,726.56万 | 加仓 |
| ARRY | ARRAY TECHNOLOGIES INC | $9,552.45万 | 2.23% | 12,891,300 | 0 | 0.0% | — | 不变 |
| CRH | CRH PLC | $1.18亿 | 2.76% | 1,106,400 | 30,000 | 2.8% | $321.00万 | 加仓 |
| CTRI | CENTURI HOLDINGS INC | $1.22亿 | 2.85% | 4,030,000 | 0 | 0.0% | — | 不变 |
| CX | CEMEX SA EURO MTN BE 144A | $1.30亿 | 3.03% | 10,802,750 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $1.35亿 | 3.14% | 621,583 | 70,100 | 12.7% | $1,517.45万 | 加仓 |
| JHX | JAMES HARDIE INDS PLC | $1.50亿 | 3.50% | 5,723,900 | 102,200 | 1.8% | $267.56万 | 加仓 |
| GVA | GRANITE CONSTR INC | $1.76亿 | 4.10% | 1,110,248 | 200 | 0.0% | $3.16万 | 加仓 |
| IP | INTERNATIONAL PAPER CO | $1.94亿 | 4.54% | 5,100,000 | 900,000 | 21.4% | $3,429.00万 | 加仓 |
| STM | STMICROELECTRONICS N V | $2.32亿 | 5.42% | 3,100,000 | 800,000 | 34.8% | $5,991.20万 | 加仓 |
| DPC | DPC HOLDINGS PLC | $3.77亿 | 8.81% | 7,693,605 | 7,693,605 | — | $3.77亿 | 新建仓 |
| DY | DYCOM INDS INC | $5.11亿 | 11.92% | 1,009,784 | 0 | 0.0% | — | 不变 |
| FSLR | FIRST SOLAR INC | $6.20亿 | 14.48% | 2,628,130 | 450,590 | 20.7% | $1.06亿 | 加仓 |
| MTZ | MASTEC INC | $8.97亿 | 20.94% | 2,155,000 | 0 | 0.0% | — | 不变 |