Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
HILL CITY CAPITAL LP | 02-14-2024 | 12-31-2023 | 20 | 1,132,145,270 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
SPIRIT AEROSYSTEMS HLDGS INC | COM CL A | 1 | $181,146,000 | 5,700,000 | 0.02 | 0.01 | 520,000 | 10.04 | 12-31-2023 |
MASTEC INC | COM | 2 | $156,740,400 | 2,070,000 | 0.01 | 0.01 | 1,135,000 | 121.39 | 12-31-2023 |
ARRAY TECHNOLOGIES INC | COM SHS | 3 | $148,517,628 | 8,840,335 | 0.01 | 0.01 | 4,374,000 | 97.93 | 12-31-2023 |
TRIUMPH GROUP INC NEW | COM | 4 | $92,871,825 | 5,601,437 | 0.01 | 0.01 | 240,000 | 4.48 | 12-31-2023 |