Hill City Capital, LP Buys Spirit AeroSystems Holdings Inc, US Silica Holdings Inc, WEX Inc, Sells SM Energy Co, PDC Energy Inc, Eagle Materials Inc

• New Purchases: LPI,
• Added Positions: SPR, SLCA, TGI, WEX, THRM,
• Reduced Positions: SM, PDCE, DY, BLDR,
• Sold Out: EXP, LOKB, BKSY, LILM, FRSH, FRSH,

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, 30.75% of the total portfolio.
2. Dycom Industries Inc (DY) - 548,904 shares, 11.72% of the total portfolio. Shares reduced by 5.85%
3. Spirit AeroSystems Holdings Inc (SPR) - 770,000 shares, 7.56% of the total portfolio. Shares added by 55.56%
4. Triumph Group Inc (TGI) - 1,766,000 shares, 7.45% of the total portfolio. Shares added by 13.50%
5. Sabre Corp (SABR) - 3,117,000 shares, 6.10% of the total portfolio.

Hill City Capital, LP initiated holding in Laredo Petroleum Inc. The purchase prices were between $54.3 and $92.04, with an estimated average price of $70.19. The stock is now traded at around $71.730000. The impact to a portfolio due to this purchase was 0.27%. The holding were 20,000 shares as of 2021-12-31.

Hill City Capital, LP added to a holding in Spirit AeroSystems Holdings Inc by 55.56%. The purchase prices were between $35.23 and $47.93, with an estimated average price of $42.83. The stock is now traded at around $53.110000. The impact to a portfolio due to this purchase was 2.7%. The holding were 770,000 shares as of 2021-12-31.

Hill City Capital, LP added to a holding in US Silica Holdings Inc by 78.36%. The purchase prices were between $8.48 and $11.41, with an estimated average price of $9.98. The stock is now traded at around $10.890000. The impact to a portfolio due to this purchase was 0.92%. The holding were 981,000 shares as of 2021-12-31.

Hill City Capital, LP added to a holding in WEX Inc by 49.09%. The purchase prices were between $123.68 and $196.26, with an estimated average price of $151.92. The stock is now traded at around $172.900000. The impact to a portfolio due to this purchase was 0.86%. The holding were 82,000 shares as of 2021-12-31.

Hill City Capital, LP added to a holding in Gentherm Inc by 76.00%. The purchase prices were between $73.63 and $89.23, with an estimated average price of $84.19. The stock is now traded at around $90.920000. The impact to a portfolio due to this purchase was 0.75%. The holding were 88,000 shares as of 2021-12-31.

Hill City Capital, LP sold out a holding in Eagle Materials Inc. The sale prices were between $133.72 and $167.98, with an estimated average price of $154.33.

Hill City Capital, LP sold out a holding in Live Oak Acquisition Corp II. The sale prices were between $9.95 and $13.53, with an estimated average price of $11.03.

Hill City Capital, LP sold out a holding in BlackSky Technology Inc. The sale prices were between $4.49 and $10.56, with an estimated average price of $8.46.

Hill City Capital, LP sold out a holding in Lilium NV. The sale prices were between $6.68 and $10.2, with an estimated average price of $8.36.

Hill City Capital, LP sold out a holding in Freshworks Inc. The sale prices were between $24.16 and $50.25, with an estimated average price of $36.05.

Hill City Capital, LP sold out a holding in Freshworks Inc. The sale prices were between $24.16 and $50.25, with an estimated average price of $36.05.