Jackson Hill Advisors, LLC
- SEC CIK
- 0001911159
- Latest filing
- Aug 4, 2026
Holdings in Q2 2022
Holdings as of Jun 30, 2022, filed Jul 25, 2022. Long positions only; changes compare share counts with Q1 2022.
- Positions
- 10
- 0 vs. Q1 2022
- Portfolio value
- $114.7M
- −$43.2M (−27.3%) vs. Q1 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AMZNAmazon Com Inc | Stock | 143,000 | $15.2M | 13.2% | +5,000+3.6% | AddedConverted for a 20-for-1 split | History |
| KKRKKR & Co. Inc. | COM | 327,000 | $15.1M | 13.2% | +18,000+5.8% | Added | History |
| BAMBrookfield Asset Management Ltd. | CL A LTD VT SH | 327,500 | $14.6M | 12.7% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 6,550 | $14.3M | 12.5% | +1,225+23.0% | Added | History |
| MAMastercard Inc | Stock | 43,500 | $13.7M | 12.0% | −12,250−22.0% | Reduced | History |
| LOWLowes Companies Inc | Stock | 66,500 | $11.6M | 10.1% | −5,500−7.6% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 72,000 | $11.6M | 10.1% | −6,000−7.7% | Reduced | History |
| ETSYEtsy Inc | COM | 105,000 | $7.69M | 6.7% | +14,500+16.0% | Added | History |
| SESea Ltd | SPONSORD ADS | 99,500 | $6.65M | 5.8% | +12,500+14.4% | Added | History |
| CPRTCopart Inc | COM | 38,500 | $4.18M | 3.6% | +38,500 | New | History |
Sold out since Q1 2022 (1)
Positions held at the end of Q1 2022 that are gone from this filing.