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Portfolio (Quarterly) Guide ↗

Hyperion Capital Advisors LP

· CIK 0001794499
13F Portfolio $222M AUM 67 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 5 New 8 Added 13 Reduced 6 Exited
Page 4 of 4  ·  67 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SBAC SBA COMMUNICATIONS CORP Real Estate 1,303.0 $230K 0.10% $176.46 +6.5%
62 COF CAPITAL ONE FINL CORP Financial Services 1,071.0 $215K 0.10% NEW $200.62 +9.8%
63 MTB M & T BK CORP Financial Services 900.0 $214K 0.10% NEW $238.01 -0.1%
64 JPM JPMORGAN CHASE & CO Financial Services 624.0 $204K 0.09% NEW $327.33 +10.2%
65 AMBP ARDAGH METAL PACKAGING S A Consumer Cyclical 20,000.0 $95K 0.04% -25K -55.6% $4.74 +8.5%
66 STLA STELLANTIS N.V Consumer Cyclical 15,000.0 $86K 0.04% $5.74 -8.7%
67 BLND BLEND LABS INC Technology 29,848.0 $51K 0.02% $1.71 -11.4%
Page 4 of 4  ·  67 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Healthcare 40.4%
Financial Services 22.7%
Technology 14.6%
Communication Services 10.4%
Industrials 6.2%
Consumer Cyclical 2.5%
Utilities 2.0%
Basic Materials 0.5%
Energy 0.4%
Real Estate 0.1%