Jackson Hill Advisors, LLC
- SEC CIK
- 0001911159
- Latest filing
- Aug 4, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Feb 13, 2023. Long positions only; changes compare share counts with Q3 2022.
- Positions
- 11
- 0 vs. Q3 2022
- Portfolio value
- $115.7M
- +$2.67M (+2.4%) vs. Q3 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MAMastercard Inc | Stock | 40,000 | $13.9M | 12.0% | −3,000−7.0% | Reduced | History |
| KKRKKR & Co. Inc. | COM | 278,000 | $12.9M | 11.2% | −38,250−12.1% | Reduced | History |
| LOWLowes Companies Inc | Stock | 61,500 | $12.3M | 10.6% | −6,250−9.2% | Reduced | History |
| BNBROOKFIELD Corp | CL A LTD VT SH | 385,000 | $12.1M | 10.5% | +385,000 | New | History |
| AMZNAmazon Com Inc | Stock | 125,500 | $10.5M | 9.1% | +1,000+0.8% | Added | History |
| ADBEAdobe Inc. | Stock | 29,750 | $10.0M | 8.7% | −1,000−3.3% | Reduced | History |
| SPGIS&P Global Inc. | Stock | 29,750 | $9.96M | 8.6% | +29,750 | New | History |
| GOOGAlphabet Inc. | Stock | 106,000 | $9.41M | 8.1% | −25,500−19.4% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 39,000 | $9.35M | 8.1% | +13,750+54.5% | Added | History |
| CPRTCopart Inc | COM | 128,500 | $7.82M | 6.8% | +20,000+18.4% | AddedConverted for a 2-for-1 split | History |
| ETSYEtsy Inc | COM | 62,000 | $7.43M | 6.4% | −12,000−16.2% | Reduced | History |
Sold out since Q3 2022 (2)
Positions held at the end of Q3 2022 that are gone from this filing.