Hill City Capital’s First Solar FSLR Stock Holding History

Hill City Capital’s Portfolio FSLR Stock Details FSLR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$430M	Buy	2,177,540 +87,150	+4%	+$19.3M	15.35%	2
2025 Q4	$546M	Buy	2,090,390 +390	+0%	+$98.4K	20.61%	1
2025 Q3	$461M	Sell	2,090,000 -60,000	-3%	-$11.5M	19.49%	1
2025 Q2	$356M	Buy	2,150,000 +795,000	+59%	+$117M	17.6%	2
2025 Q1	$171M	Buy	1,355,000 +505,000	+59%	+$78.9M	12.75%	3
2024 Q4	$150M	Buy	850,000 +390,000	+85%	+$77.6M	9.6%	3
2024 Q3	$115M	Hold	460,000	–	–	7.58%	4
2024 Q2	$104M	Hold	460,000	–	–	7.45%	5
2024 Q1	$77.6M	Hold	460,000	–	–	5.72%	8
2023 Q4	$79.2M	Buy	460,000 +230,000	+100%	+$35.2M	7%	5
2023 Q3	$37.2M	Buy	230,000 +10,000	+5%	+$1.87M	4.99%	10
2023 Q2	$41.8M	Buy	+220,000	New	+$43.6M	6.4%	7

Other funds holding FSLR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hill City Capital's FSLR Position: Q1 2026 in Review

Hill City Capital increased its First Solar (FSLR) stake by 4.2% in Q1 2026, buying an estimated $19.3M and bringing the position to 2,177,540 shares worth $430M. The position accounts for 15.35% of the portfolio, ranked #2.

Hill City Capital first reported a position in FSLR in Q2 2023 and has held it in 12 quarters since. The position peaked at $546M in Q4 2025. 966 funds tracked by Wall St. Rank hold FSLR as of Q1 2026.

Hill City Capital held 2,177,540 shares of First Solar worth $430M as of Q1 2026.
Hill City Capital bought 87,150 First Solar shares in Q1 2026, an estimated $19.3M.
First Solar made up 15.35% of Hill City Capital's portfolio in Q1 2026, its #2 holding.
Hill City Capital first reported a position in First Solar in Q2 2023 and has held it in 12 quarters since.
Hill City Capital's First Solar position peaked at $546M in Q4 2025.
966 funds tracked by Wall St. Rank held First Solar as of Q1 2026.

Based on Hill City Capital's 13F filing for Q1 2026, filed 15 May 2026.