Manager × security

Hill City Capital, LP FSLR holdings history

Who else holds this security?

FIRST SOLAR INC · CUSIP 336433107 · CIK 1837343

This is the oldest quarter open without an account, so changes against the quarter before it are withheld. Sign in to see them.
Citable facts

As of 2026-06-30, Hill City Capital, LP reported 2.63M FSLR (shares), valued at $620.13M, or 14.48% of its reported non-derivative portfolio. Filed 2026-08-17.

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Portfolio weight and quantity history
Reported portfolio weight
14.48%
Shares
2.63M
2,628,130
Reported value
$620.13M
USD

Shares increased 20.69%; reported value increased 44.37%, and weight changed -0.87 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.

Left: % · Right: Shares · Independently scaled axes

Exact data and methodology

Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.

QuarterWeightQuantitySource
Q2 202614.48%2,628,130SEC filingFiled Aug 17, 2026Amended
Q1 202615.35%2,177,540SEC filingFiled May 15, 2026
Q4 202520.61%2,090,390SEC filingFiled Feb 13, 2026
Q3 202519.49%2,090,000SEC filingFiled Nov 13, 2025
Q2 202519.16%2,150,000SEC filingFiled Aug 14, 2025
Q1 202512.75%1,355,000SEC filingFiled May 14, 2025
Q4 20249.60%850,000SEC filingFiled Feb 14, 2025
Q3 20247.58%460,000SEC filingFiled Nov 14, 2024
Q2 20247.45%460,000SEC filingFiled Aug 14, 2024
Q1 20245.72%460,000SEC filingFiled May 15, 2024
Q4 20237.00%460,000SEC filingFiled Feb 14, 2024
Q3 20234.99%230,000SEC filingFiled Nov 14, 2023

History & evidence by quarter

QuarterWeightQuantityValueChange explainedSource
Q3 20234.99%230,000$37.17MThe prior quarter is outside the free window. Sign in for the comparison.SEC filing
Filed Nov 14, 2023
Q4 20237.00%460,000$79.25MShares increased 100.00%; reported value increased 113.23%, and weight changed +2.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing
Filed Feb 14, 2024
Q1 20245.72%460,000$77.65MShares unchanged; reported value decreased 2.02%, and weight changed -1.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing
Filed May 15, 2024
Q2 20247.45%460,000$103.71MShares unchanged; reported value increased 33.57%, and weight changed +1.73 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing
Filed Aug 14, 2024
Q3 20247.58%460,000$114.74MShares unchanged; reported value increased 10.64%, and weight changed +0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing
Filed Nov 14, 2024
Q4 20249.60%850,000$149.80MShares increased 84.78%; reported value increased 30.56%, and weight changed +2.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing
Filed Feb 14, 2025
Q1 202512.75%1,355,000$171.31MShares increased 59.41%; reported value increased 14.36%, and weight changed +3.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing
Filed May 14, 2025
Q2 202519.16%2,150,000$355.91MShares increased 58.67%; reported value increased 107.76%, and weight changed +6.41 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing
Filed Aug 14, 2025
Q3 202519.49%2,090,000$460.91MShares decreased 2.79%; reported value increased 29.50%, and weight changed +0.33 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing
Filed Nov 13, 2025
Q4 202520.61%2,090,390$546.07MShares increased 0.02%; reported value increased 18.48%, and weight changed +1.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing
Filed Feb 13, 2026
Q1 202615.35%2,177,540$429.54MShares increased 4.17%; reported value decreased 21.34%, and weight changed -5.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing
Filed May 15, 2026
Q2 202614.48%2,628,130$620.13MShares increased 20.69%; reported value increased 44.37%, and weight changed -0.87 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing
Filed Aug 17, 2026
Hill City Capital, LP · FIRST SOLAR INC

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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.

13F reports quarter-end long positions in securities traded on US exchanges, filed by managers holding at least $100 million of such securities; it is not the manager's full portfolio, not assets under management, and value changes are not returns. Weights use the reported total value as denominator. Option rows show notional value, not premium or net exposure. Amendments are merged into the quarter when Akkru could match them.