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Hill City Capital, LP

Position in FSLR — First Solar, Inc.

CIK 1837343 BOSTON, MA

Position in FSLR

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$429,541,540
-$116,531,039 QoQ
Shares Held
2,177,540
+4.2% QoQ
Ownership
2.03%
of shares outstanding
% of Portfolio
15.35%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Common Shares in FSLR Over Time

Shares Held

Position Value (USD)

Derivatives in FSLR

reported options exposure · as of Jun 30, 2025
CallValue
$163,884,600
CallShares
990,000
PutValue
$0
PutShares
0

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Solar

Technology · as of Mar 31, 2026

Hill City Capital, LP holds $522,745,639 across 2 Solar names. FSLR ranks #1 (82.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 FSLR
First Solar, Inc.
This page
2,177,540 $429,541,540

All Filings in FSLR

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13 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $429,541,540 2,177,540
2025-12-31 $546,072,579 2,090,390
2025-09-30 $460,907,700 2,090,000
2025-06-30 $163,884,600 990,000
2025-06-30 $355,911,000 2,150,000
2025-03-31 $171,312,650 1,355,000
2024-12-31 $149,804,000 850,000
2024-09-30 $114,742,400 460,000
2024-06-30 $103,711,600 460,000
2024-03-31 $77,648,000 460,000
2023-12-31 $79,248,800 460,000
2023-09-30 $37,165,700 230,000
2023-06-30 $41,819,800 220,000