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 TOL DHI 3 stocks	$37,704 22.19% of portfolio	1	2	-	-	0 Calls 0 Puts
Asset Management \| Financial Services KKR 1 stocks	$20,892 12.29% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$20,868 12.28% of portfolio	1	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical LOW 1 stocks	$16,382 9.64% of portfolio	-	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services MA 1 stocks	$16,048 9.44% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical AZO 1 stocks	$15,435 9.08% of portfolio	-	1	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services SPGI 1 stocks	$15,111 8.89% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical CPRT 1 stocks	$10,794 6.35% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$9,680 5.7% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG 1 stocks	$7,021 4.13% of portfolio	-	1	-	-	0 Calls 0 Puts

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