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Portfolio (Quarterly) Guide ↗

Hyperion Capital Advisors LP

· CIK 0001794499
13F Portfolio $208M AUM 68 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 11 Added 13 Reduced 7 Exited
Page 4 of 4  ·  68 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SPY STATE STR SPDR S&P 500 ETF T Financial Services 352.0 $229K 0.11% $650.34 +14.2%
62 SBAC SBA COMMUNICATIONS CORP Real Estate 1,303.0 $224K 0.11% $172.11 +20.7%
63 UNP UNION PAC CORP Industrials 900.0 $218K 0.10% $242.62 +9.6%
64 OMF ONEMAIN HLDGS INC Financial Services 4,000.0 $214K 0.10% NEW $53.49 +0.5%
65 NRP NATURAL RESOURCE PARTNERS LP Energy 1,700.0 $206K 0.10% NEW $121.00 -15.1%
66 AMBP ARDAGH METAL PACKAGING S A Consumer Cyclical 45,000.0 $182K 0.09% $4.05 +0.5%
67 STLA STELLANTIS N.V Consumer Cyclical 15,000.0 $106K 0.05% $7.09 +6.2%
68 BLND BLEND LABS INC Technology 29,848.0 $51K 0.02% $1.70 -10.6%
Page 4 of 4  ·  68 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 27.9%
Communication Services 23.5%
Financial Services 21.5%
Technology 11.0%
Industrials 10.7%
Consumer Cyclical 2.1%
Utilities 2.0%
Energy 0.8%
Basic Materials 0.5%
Real Estate 0.1%