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 2 stocks	$24,126 15.59% of portfolio	-	2	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$19,168 12.38% of portfolio	-	1	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services SPGI MSCI 2 stocks	$18,180 11.74% of portfolio	2	-	1	-	0 Calls 0 Puts
Asset Management \| Financial Services KKR 1 stocks	$17,977 11.61% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services MA 1 stocks	$17,128 11.06% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG 1 stocks	$16,247 10.5% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical AZO 1 stocks	$16,204 10.47% of portfolio	-	1	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical LOW 1 stocks	$14,110 9.12% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical CPRT 1 stocks	$11,657 7.53% of portfolio	-	-	-	-	0 Calls 0 Puts

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