SCHEDULE: Hill City Capital Amends Spirit AeroSystems Stake
Beneficial Ownership Report
Hill City Capital Master Fund LP and affiliates report a 3.37% beneficial ownership stake in Spirit AeroSystems Holdings, Inc.
Summary
- Hill City Capital Master Fund LP, along with its general partner Hill City Capital GP LLC, investment manager Hill City Capital LP, its general partner Hill City GP LLC, and managing member Herbert Frazier, collectively report beneficial ownership of Spirit AeroSystems Holdings, Inc. Class A Common Stock.
- The reporting group beneficially owns an aggregate of 3,949,299 shares of Class A Common Stock.
- This ownership represents 3.37% of the Class A Common Stock outstanding.
- The percentage is based on 117,419,234 Class A Shares outstanding as of July 18, 2025, as reported in Spirit AeroSystems' quarterly report filed on August 5, 2025.
- The shares are held with shared voting power and shared dispositive power by the reporting persons.
Sentiment
Score: 5
Explanation: Neutral, as this is a factual report of beneficial ownership, not a performance or strategic update.
Future Outlook
NA
Industry Context
This filing indicates a significant, though not controlling, investment by Hill City Capital in Spirit AeroSystems, a major supplier to the aerospace industry. Such filings are common for institutional investors and reflect their portfolio positions rather than specific industry trends or competitive dynamics.
Stakeholder Impact
- Shareholders: Provides transparency regarding a significant institutional investor's stake in the company.
Key Dates
| Date | Description |
|---|---|
| 06/30/2025 | Date of event which required the filing of this statement. |
| 07/18/2025 | Date as of which 117,419,234 Class A Shares were reported outstanding by the Issuer. |
| 08/05/2025 | Date of Issuer's quarterly report filing with the SEC. |
| 08/14/2025 | Date of this Schedule 13G Amendment No. 2 filing. |
Keywords
Spirit AeroSystems, Hill City Capital, Beneficial Ownership, Class A Common Stock, SEC Filing, Investment, Aerospace, Shareholder
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