JACKSON HILL ADVISORS, LLC
- SEC CIK
- 0001911159
Holdings, Q2 2026
Positions as of Jun 30, 2026, filed Aug 4, 2026.SEC
- Positions
- 13
- 0 vs. Q1 2026
- Total value
- $197.35M
- +$3.95M (+2.0%) vs. Q1 2026
Compare with Q1 2026: new, added, reduced and sold out
Positions
Long positions only. Changes compare share counts with Q1 2026.
| Security | Class | Shares | Value | % of portfolio | Change in shares | Action | History |
|---|---|---|---|---|---|---|---|
| MAMASTERCARD INCORPORATED CL A | Stock | 40,000 | $20.54M | 10.41% | +4,000+11.1% | Added | View |
| SPGIS&P GLOBAL INC COM | Stock | 50,000 | $20.36M | 10.32% | +3,500+7.5% | Added | View |
| AMZNAMAZON COM INC COM | Stock | 75,500 | $17.99M | 9.12% | +11,500+18.0% | Added | View |
| TDGTRANSDIGM GROUP INC | COM | 13,500 | $17.98M | 9.11% | +13,500 | New | View |
| BNBROOKFIELD CORP | CL A LTD VT SH | 420,000 | $17.89M | 9.06% | −133,000−24.1% | Reduced | View |
| BKNGBOOKING HOLDINGS INC COM | Stock | 92,500 | $16.49M | 8.35% | +89,325+2,813.4% | Added | View |
| BROBROWN & BROWN INC COM | Stock | 247,250 | $15.86M | 8.04% | +61,250+32.9% | Added | View |
| QXOQXO INC | COM NEW | 884,000 | $15.28M | 7.74% | −57,000−6.1% | Reduced | View |
| KKRKKR & CO INC | COM | 161,500 | $14.82M | 7.51% | −23,500−12.7% | Reduced | View |
| GOOGALPHABET INC CAP STK CL C | Stock | 34,000 | $12.01M | 6.09% | −11,000−24.4% | Reduced | View |
| CPRTCOPART INC | COM | 382,000 | $10.77M | 5.46% | +12,000+3.2% | Added | View |
| AZOAUTOZONE INC | COM | 3,325 | $10.63M | 5.38% | +875+35.7% | Added | View |
| HLTHILTON WORLDWIDE HLDGS INC | COM | 20,350 | $6.72M | 3.41% | −14,650−41.9% | Reduced | View |
Sold out since Q1 2026 (1)
Positions held at the end of Q1 2026 that are no longer in this filing.
| Security | Class | Shares, Q1 2026 | Value, Q1 2026 | % of portfolio, Q1 2026 |
|---|---|---|---|---|
| PHMPULTE GROUP INC | COM | 127,000 | $14.94M | 7.72% |
13F filings by quarter
| Quarter | Filed | Positions | Total value | Changes | Filing |
|---|---|---|---|---|---|
| Q2 2026 | Aug 4, 2026 | 13 | $197.35M | vs. Q1 2026 | SEC |
| Q1 2026 | May 8, 2026 | 13 | $193.41M | vs. Q4 2025 | SEC |
| Q4 2025 | Feb 10, 2026 | 12 | $215.56M | vs. Q3 2025 | SEC |
| Q3 2025 | Nov 12, 2025 | 14 | $211.53M | vs. Q2 2025 | SEC |
| Q2 2025 | Aug 7, 2025 | 12 | $200.16M | vs. Q1 2025 | SEC |
| Q1 2025 | May 13, 2025 | 12 | $182.74M | vs. Q4 2024 | SEC |
| Q4 2024 | Feb 11, 2025 | 11 | $198.11M | vs. Q3 2024 | SEC |
| Q3 2024 | Nov 7, 2024 | 13 | $196.58M | vs. Q2 2024 | SEC |
| Q2 2024 | Aug 12, 2024 | 13 | $182.34M | vs. Q1 2024 | SEC |
| Q1 2024 | May 13, 2024 | 12 | $183.96M | vs. Q4 2023 | SEC |
| Q4 2023 | Feb 8, 2024 | 12 | $162.49M | vs. Q3 2023 | SEC |
| Q3 2023 | Nov 6, 2023 | 11 | $139.68M | vs. Q2 2023 | SEC |
| Q2 2023 | Aug 3, 2023 | 11 | $142.39M | vs. Q1 2023 | SEC |
| Q1 2023 | May 3, 2023 | 10 | $124.21M | vs. Q4 2022 | SEC |
| Q4 2022 | Feb 13, 2023Amended | 11 | $219.3M | vs. Q3 2022 | SECSEC |
| Q3 2022 | Nov 1, 2022Amended | 11 | $113.04M | vs. Q2 2022 | SEC |
| Q2 2022 | Jul 25, 2022 | 10 | $114.69M | vs. Q1 2022 | SEC |
| Q1 2022 | May 3, 2022 | 10 | $157.86M | vs. Q4 2021 | SEC |
| Q4 2021 | Feb 14, 2022 | 9 | $170.62M | – | SEC |