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Portfolio (Quarterly) Guide ↗

JACKSON HILL ADVISORS, LLC

· CIK 0001911159
13F Portfolio $193M AUM 13 positions Filed May 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1 New 6 Added 5 Reduced
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BKNG BOOKING HOLDINGS INC Consumer Cyclical 3,175.0 $13.4M 6.91% NEW $4210.32 -96.0%

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
Financial Services 46.2%
Consumer Cyclical 31.3%
Industrials 15.8%
Communication Services 6.7%