Hill City Capital, LP: BOEING CO (BA): Quarterly 13F Position History
As of Q2 2026, Hill City Capital, LP reported 621,583 shares of BOEING CO (BA), worth $134.6M and representing 3.4% of its 13F equity book. Quarter-over-quarter share count change: + 70,100 (+12.7%) . The position first appeared in Q4 2025 and has been disclosed across 3 13F-HR filings in Pactolio's tracked window.
- 621,583Shares Held (Latest Filing)
- $134.6MReported Market Value (Latest Filing)
- 3.4%Portfolio Weight (% of 13F Equity Book)
- +70,100Quarter-over-Quarter Share Change
- +$24.8MQuarter-over-Quarter Value Change
- 621,583Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 3 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 621,583 | +70,100 | +12.7% | $134.6M | 3.4% | $216.5 |
| Q1 2026 | 551,483 | +33,000 | +6.4% | $109.8M | 3.9% | $199.0 |
| Q4 2025 | 518,483 | – | – | $112.6M | 4.2% | $217.1 |
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 rather than 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 BOEING CO (BA) on its 13F-HR filing for the period ending 2025-12-31 (Q4 2025). The position has appeared on 3 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 Q1 2026 and Q2 2026, Hill City Capital, LP added 70,100 shares of BA (+12.7%), bringing the total reported position to 621,583 shares at a market value of $134.6M.
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.