Hill City Capital, LP — THE BOEING COMPANY BA: Quarterly 13F Position History
Hill City Capital, LP has reported THE BOEING COMPANY (BA) on 2 13F-HR filings in Pactolio's tracked window, first appearing in Q4 2025. As of Q1 2026, the position is sized at 551,483 shares ($109.8M market value, 3.92% of the equity book). Quarter-over-quarter share count change: + 33,000 (+6.4%) .
- 551,483Shares Held (Latest Filing)
- $109.8MReported Market Value (Latest Filing)
- 3.92%Portfolio Weight (% of 13F Equity Book)
- +33,000Quarter-over-Quarter Share Change
- -$2.8MQuarter-over-Quarter Value Change
- 551,483Peak Reported Shares (Historical)
Recent initiation: Hill City Capital, LP first reported BA on the Q4 2025 filing — fewer than three quarters of history are available.
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 2 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 551,483 | +33,000 | +6.4% | $109.8M | 3.92% | $199.03 |
| Q4 2025 | 518,483 | — | — | $112.6M | 4.25% | $217.12 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Hill City Capital, LP first disclose a BA position in 13F-HR filings?
Hill City Capital, LP first reported THE BOEING COMPANY (BA) on its 13F-HR filing for the period ending 2025-12-31 (Q4 2025). The position has appeared on 2 reported quarters within Pactolio's tracked window.
What was Hill City Capital, LP's most recent quarter-over-quarter share-count change in BA?
Between Q4 2025 and Q1 2026, Hill City Capital, LP added 33,000 shares of BA (+6.4%), bringing the total reported position to 551,483 shares at a market value of $109.8M.
Does the implied price-per-share represent Hill City Capital, LP's cost basis in BA?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.