# EDGAR Filing Document

**Accession Number:** 0001837343
**File Stem:** 0001837343-25-000006
**Filing Date:** 2025-8
**Character Count:** 16299
**Document Hash:** 76bce24ca84165b94d1ae4afeee2d027
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001837343-25-000006.hdr.sgml**: 20250829

**ACCESSION NUMBER**: 0001837343-25-000006

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250829

**EFFECTIVENESS DATE**: 20250829

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Hill City Capital, LP
- **CENTRAL INDEX KEY:** 0001837343

**ORGANIZATION NAME:**
- **EIN:** 843419878
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-20893
- **FILM NUMBER:** 251276860

**BUSINESS ADDRESS:**
- **STREET 1:** 121 HIGH STREET
- **STREET 2:** 3RD FLOOR
- **CITY:** BOSTON
- **STATE:** MA
- **ZIP:** 02110
- **BUSINESS PHONE:** (508) 524-6440

**MAIL ADDRESS:**
- **STREET 1:** 121 HIGH STREET
- **STREET 2:** 3RD FLOOR
- **CITY:** BOSTON
- **STATE:** MA
- **ZIP:** 02110

## FORM N-PX
### ANNUAL REPORT OF PROXY VOTING RECORD

## N-PX: Filer Information

**Filer CIK:** 0001837343

**Date of Report:** 06/30/2025

**Are you a Registered Management Investment Company or an Institutional Manager?:** Institutional Manager

**Is this a LIVE or TEST Filing?:** LIVE

**Is this an electronic copy of an official filing submitted in paper format?:** [ ]

### Submission Contact Information
_Not provided in this filing._

### Notification Information
**Notify via Filing Website only?:** [ ]

## N-PX: Cover Page

**Name of reporting person:** Hill City Capital, LP

**Address:** 121 HIGH STREET, BOSTON, MA 02110

**Telephone number:** 617-702-7408

**Name of agent for service:** —

**Agent Address:** —, —, — —

**Reporting Period:** Report for the year ended 06/30/2025

**SEC File Number:** 028-20893

**CRD Number (if any):** —

**Other SEC File Number (if any):** —

**LEI (if any):** —

**Report Type (check only one):**

Institutional Manager.

- [x] Institutional Manager Voting Report

- [ ] Institutional Manager Notice Report

- [ ] Institutional Manager Combination Report

Registered Management Investment Company.

- [ ] Fund Voting Report

- [ ] Fund Notice Report

**Do you wish to provide explanatory information pursuant to Special Instruction B.4?:**

- [x] No

- [ ] Yes

**Additional information:** —

## N-PX: Summary - Included Managers

**Number of Included Institutional Managers:** 0

**Included Institutional Managers:** —

## FORM N-PX PROXY VOTING RECORD

| NAME OF ISSUER                    | CUSIP   | MEETING DATE   | VOTE DESCRIPTION                                                                                                                                                                                                                                      | VOTE CATEGORY                |   SHARES VOTED |   SHARES ON LOAN | HOW VOTED   | SHARES VOTED FOR OR AGAINST MANAGEMENT   | FOR OR AGAINST MANAGEMENT   | OTHER INFO   |
|:---|:---|:---|:---|:---|---:|---:|:---|:---|:---|:---|
| ENERSYS                           |  | 08/01/2024     | An advisory vote to approve the compensation of EnerSys' named executive officers.                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |         482875 |                0 |  |  |  |  |
| TRIUMPH GROUP, INC.               |  | 08/08/2024     | To approve, by advisory vote, the compensation paid to our named executive officers for the fiscal year ended March 31, 2024.                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |        3290452 |                0 |  |  |  |  |
| ATKORE INC.                       |  | 01/30/2025     | The non-binding advisory vote approving executive compensation.                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |         272693 |                0 |  |  |  |  |
| SPIRIT AEROSYSTEMS HOLDINGS, INC. |  | 01/31/2025     | Proposal to approve, on an advisory (non-binding) basis, the compensation that may be paid or become payable to Spirit's named executive officers that is based on or otherwise relates to the Merger (the "Advisory Compensation Proposal").         | SECTION 14A SAY-ON-PAY VOTES |        2409467 |                0 |  |  |  |  |
| SABRE CORPORATION                 |  | 04/23/2025     | To hold an advisory vote on the compensation of our named executive officers.                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |         228238 |                0 |  |  |  |  |
| SABRE CORPORATION                 |  | 04/23/2025     | To hold an advisory vote on the compensation of our named executive officers.                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |        1536533 |                0 |  |  |  |  |
| TFI INTERNATIONAL INC.            |  | 04/23/2025     | Advisory Vote on Executive Compensation ("Say on Pay") Non- binding advisory resolution that shareholders approve the compensation of the Corporation's Named Executive Officers, as disclosed in the Management Proxy Circular dated March 12, 2025. | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 |  |  |  |  |
| CRH PUBLIC LIMITED COMPANY        |  | 05/08/2025     | Consideration of Named Executive Officer Compensation for 2024 ("Say-on-Pay")                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 |  |  |  |  |
| CRH PUBLIC LIMITED COMPANY        |  | 05/08/2025     | Consideration of Frequency of Future "Say-on-Pay" Votes                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 |  |  |  |  |
| CRH PUBLIC LIMITED COMPANY        |  | 05/08/2025     | Consideration of Named Executive Officer Compensation for 2024 ("Say-on-Pay")                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 |  |  |  |  |
| CRH PUBLIC LIMITED COMPANY        |  | 05/08/2025     | Consideration of Frequency of Future "Say-on-Pay" Votes                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 |  |  |  |  |
| CRH PUBLIC LIMITED COMPANY        |  | 05/08/2025     | Consideration of Named Executive Officer Compensation for 2024 ("Say-on-Pay")                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 |  |  |  |  |
| CRH PUBLIC LIMITED COMPANY        |  | 05/08/2025     | Consideration of Frequency of Future "Say-on-Pay" Votes                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 |  |  |  |  |
| INTERNATIONAL PAPER COMPANY       |  | 05/12/2025     | A Non-Binding Resolution to Approve the Compensation of the Company's Named Executive Officers                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |         128572 |                0 |  |  |  |  |
| INTERNATIONAL PAPER COMPANY       |  | 05/12/2025     | A Non-Binding Resolution to Approve the Compensation of the Company's Named Executive Officers                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          91085 |                0 |  |  |  |  |
| 3M COMPANY                        |  | 05/13/2025     | Advisory approval of executive compensation.                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |          25464 |                0 |  |  |  |  |
| 3M COMPANY                        |  | 05/13/2025     | Advisory approval of executive compensation.                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 |  |  |  |  |
| FIRST SOLAR, INC.                 |  | 05/14/2025     | Advisory vote to approve the compensation of our named executive officers                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |            478 |                0 |  |  |  |  |
| WEX INC.                          |  | 05/15/2025     | Advisory (non-binding) vote to approve the compensation of our named executive officers.                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |            105 |                0 |  |  |  |  |
| WEX INC.                          |  | 05/15/2025     | Advisory (non-binding) vote to approve the compensation of our named executive officers.                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |           4894 |                0 |  |  |  |  |
| WEX INC.                          |  | 05/15/2025     | Advisory (non-binding) vote to approve the compensation of our named executive officers.                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |            162 |                0 |  |  |  |  |
| ARRAY TECHNOLOGIES, INC.          |  | 05/20/2025     | Advisory vote to approve named executive officer compensation.                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |        2543262 |                0 |  |  |  |  |
| ARRAY TECHNOLOGIES, INC.          |  | 05/20/2025     | Advisory vote to approve named executive officer compensation.                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |        3105299 |                0 |  |  |  |  |
| ARRAY TECHNOLOGIES, INC.          |  | 05/20/2025     | Advisory vote to approve named executive officer compensation.                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |         100000 |                0 |  |  |  |  |
| DYCOM INDUSTRIES, INC.            |  | 05/22/2025     | To approve, by non-binding advisory vote, executive compensation.                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |          45000 |                0 |  |  |  |  |
| DYCOM INDUSTRIES, INC.            |  | 05/22/2025     | To approve, by non-binding advisory vote, executive compensation.                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |         483152 |                0 |  |  |  |  |
| MASTEC, INC.                      |  | 05/22/2025     | Approval of a non-binding advisory resolution regarding the compensation of our named executive officers.                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |        1121250 |                0 |  |  |  |  |
| MASTEC, INC.                      |  | 05/22/2025     | Approval of a non-binding advisory resolution regarding the compensation of our named executive officers.                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |        1016250 |                0 |  |  |  |  |
| SPIRIT AEROSYSTEMS HOLDINGS, INC. |  | 05/23/2025     | Advisory vote to approve the compensation of named executive officers                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |        3318000 |                0 |  |  |  |  |
| SPIRIT AEROSYSTEMS HOLDINGS, INC. |  | 05/23/2025     | Advisory vote to approve the compensation of named executive officers                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |        2657000 |                0 |  |  |  |  |
| BUILDERS FIRSTSOURCE, INC.        |  | 05/27/2025     | An advisory vote on the compensation of the named executive officers                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |           1907 |                0 |  |  |  |  |
| GRANITE CONSTRUCTION INCORPORATED |  | 06/05/2025     | Advisory vote to approve executive compensation of the named executive officers                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |         463737 |                0 |  |  |  |  |
| GRANITE CONSTRUCTION INCORPORATED |  | 06/05/2025     | Advisory vote to approve executive compensation of the named executive officers                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |          44329 |                0 |  |  |  |  |
| CORE  MAIN, INC.                  |  | 06/24/2025     | Advisory vote to approve Core  Main's named executive officer compensation.                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |         445750 |                0 |  |  |  |  |

## N-PX: Signature Block

**Reporting Person:** Hill City Capital, LP

**By (Signature):** Mike Richards

**By (Printed Signature):** Mike Richards

**By (Title):** Chief Financial Officer

**Date:** 08/29/2025