Jackson Hill Advisors, LLC Portfolio Holdings by Sector

Jackson Hill Advisors, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Financial Data & Stock Exchanges \| Financial Services SPGI MSCI 2 stocks	$26,265 15.34% of portfolio	2	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$23,474 13.71% of portfolio	1	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services KKR 1 stocks	$20,420 11.92% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG 1 stocks	$18,625 10.87% of portfolio	1	-	-	-	0 Calls 0 Puts
Residential Construction \| Consumer Cyclical PHM 1 stocks	$17,506 10.22% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services MA 1 stocks	$16,998 9.92% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical AZO 1 stocks	$14,106 8.24% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical CPRT 1 stocks	$12,071 7.05% of portfolio	1	-	-	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical HLT 1 stocks	$11,652 6.8% of portfolio	1	-	1	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical LOW 1 stocks	$10,150 5.93% of portfolio	-	1	-	-	0 Calls 0 Puts

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