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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
2025
Q3 		– Sell
-990,000
Closed -$164M – 23
2025
Q2 		$164M Buy
+990,000
New +$146M 8.11% 4

Other funds holding FSLR

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
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.