Jackson Hill Advisors, LLC Portfolio Holdings by Sector

Jackson Hill Advisors, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Residential Construction \| Consumer Cyclical PHM 1 stocks	$23,783 13.85% of portfolio	1	-	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services SPGI MSCI 2 stocks	$21,471 12.5% of portfolio	-	2	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG 1 stocks	$21,432 12.48% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$20,859 12.15% of portfolio	-	1	-	-	0 Calls 0 Puts
Asset Management \| Financial Services KKR 1 stocks	$18,128 10.56% of portfolio	-	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services MA 1 stocks	$16,922 9.85% of portfolio	-	1	-	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical HLT 1 stocks	$11,350 6.61% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical AZO 1 stocks	$11,154 6.49% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical CPRT 1 stocks	$10,747 6.26% of portfolio	-	1	-	-	0 Calls 0 Puts

Home Improvement Retail \| Consumer Cyclical LOW 1 stocks	$9,801 5.71% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services BRO 1 stocks	$6,096 3.55% of portfolio	1	-	1	-	0 Calls 0 Puts

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