Hill City Capital, LP Buys Spirit AeroSystems Holdings Inc, Sabre Corp, Diamondback Energy Inc

• New Purchases: SPR, LOKB, BKSY, LILM, KCAC, KCAC, FRSH, FRSH,
• Added Positions: SABR, FANG, SM, PDCE, WEX, TGI, SLCA, THRM,

For the details of Hill City Capital, LP's stock buys and sells, go to https://www.gurufocus.com/guru/hill+city+capital%2C+lp/current-portfolio/portfolio

1. Atlas Air Worldwide Holdings Inc (AAWW) - 1,434,268 shares, 29.72% of the total portfolio.
2. Dycom Industries Inc (DY) - 583,000 shares, 10.54% of the total portfolio.
3. Sabre Corp (SABR) - 3,117,000 shares, 9.36% of the total portfolio. Shares added by 27.12%
4. Triumph Group Inc (TGI) - 1,556,000 shares, 7.35% of the total portfolio. Shares added by 3.66%
5. Spirit AeroSystems Holdings Inc (SPR) - 495,000 shares, 5.55% of the total portfolio. New Position

Hill City Capital, LP initiated holding in Spirit AeroSystems Holdings Inc. The purchase prices were between $37.92 and $47.65, with an estimated average price of $41.91. The stock is now traded at around $47.270000. The impact to a portfolio due to this purchase was 5.55%. The holding were 495,000 shares as of 2021-09-30.

Hill City Capital, LP initiated holding in Live Oak Acquisition Corp II. The purchase prices were between $9.9 and $10.01, with an estimated average price of $9.95. The stock is now traded at around $13.380000. The impact to a portfolio due to this purchase was 0.51%. The holding were 200,000 shares as of 2021-09-30.

Hill City Capital, LP initiated holding in BlackSky Technology Inc. The purchase prices were between $10 and $12.8, with an estimated average price of $10.95. The stock is now traded at around $9.380000. The impact to a portfolio due to this purchase was 0.18%. The holding were 70,000 shares as of 2021-09-30.

Hill City Capital, LP initiated holding in Lilium NV. The purchase prices were between $0 and $10.85, with an estimated average price of $9.75. The stock is now traded at around $9.750000. The impact to a portfolio due to this purchase was 0.17%. The holding were 65,000 shares as of 2021-09-30.

Hill City Capital, LP initiated holding in Kensington Capital Acquisition Corp II. The purchase prices were between $8.28 and $10, with an estimated average price of $9.89. The stock is now traded at around $8.070000. The impact to a portfolio due to this purchase was 0.05%. The holding were 25,000 shares as of 2021-09-30.

Hill City Capital, LP initiated holding in Freshworks Inc. The purchase prices were between $42.27 and $47.55, with an estimated average price of $44.8. The stock is now traded at around $34.700000. The impact to a portfolio due to this purchase was 0.05%. The holding were 5,000 shares as of 2021-09-30.

Hill City Capital, LP added to a holding in Sabre Corp by 27.12%. The purchase prices were between $9.54 and $12.59, with an estimated average price of $11.35. The stock is now traded at around $9.220000. The impact to a portfolio due to this purchase was 2%. The holding were 3,117,000 shares as of 2021-09-30.

Hill City Capital, LP added to a holding in Diamondback Energy Inc by 59.30%. The purchase prices were between $67.88 and $99.6, with an estimated average price of $80.54. The stock is now traded at around $111.170000. The impact to a portfolio due to this purchase was 1.42%. The holding were 158,500 shares as of 2021-09-30.

Hill City Capital, LP added to a holding in SM Energy Co by 45.00%. The purchase prices were between $15.26 and $26.39, with an estimated average price of $20.27. The stock is now traded at around $34.750000. The impact to a portfolio due to this purchase was 1.2%. The holding were 580,000 shares as of 2021-09-30.

Hill City Capital, LP added to a holding in PDC Energy Inc by 48.57%. The purchase prices were between $36 and $50.45, with an estimated average price of $41.76. The stock is now traded at around $57.420000. The impact to a portfolio due to this purchase was 1.02%. The holding were 260,000 shares as of 2021-09-30.

Hill City Capital, LP added to a holding in WEX Inc by 37.50%. The purchase prices were between $164.23 and $202.85, with an estimated average price of $182.43. The stock is now traded at around $149.460000. The impact to a portfolio due to this purchase was 0.67%. The holding were 55,000 shares as of 2021-09-30.

Hill City Capital, LP added to a holding in US Silica Holdings Inc by 29.41%. The purchase prices were between $7.38 and $13.94, with an estimated average price of $9.51. The stock is now traded at around $10.290000. The impact to a portfolio due to this purchase was 0.25%. The holding were 550,000 shares as of 2021-09-30.