Jackson Hill Advisors, LLC
- SEC CIK
- 0001911159
- Latest filing
- Aug 4, 2026
Holdings in Q1 2023
Holdings as of Mar 31, 2023, filed May 3, 2023. Long positions only; changes compare share counts with Q4 2022.
- Positions
- 10
- −1 vs. Q4 2022
- Portfolio value
- $124.2M
- +$8.51M (+7.4%) vs. Q4 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AMZNAmazon Com Inc | Stock | 148,000 | $15.3M | 12.3% | +22,500+17.9% | Added | History |
| BNBROOKFIELD Corp | CL A LTD VT SH | 449,500 | $14.6M | 11.8% | +64,500+16.8% | Added | History |
| MAMastercard Inc | Stock | 37,750 | $13.7M | 11.0% | −2,250−5.6% | Reduced | History |
| KKRKKR & Co. Inc. | COM | 258,000 | $13.6M | 10.9% | −20,000−7.2% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 46,000 | $13.3M | 10.7% | +7,000+17.9% | Added | History |
| LOWLowes Companies Inc | Stock | 62,500 | $12.5M | 10.1% | +1,000+1.6% | Added | History |
| ADBEAdobe Inc. | Stock | 32,000 | $12.3M | 9.9% | +2,250+7.6% | Added | History |
| SPGIS&P Global Inc. | Stock | 29,750 | $10.3M | 8.3% | 00.0% | Unchanged | History |
| CPRTCopart Inc | COM | 128,500 | $9.66M | 7.8% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 86,500 | $9.00M | 7.2% | −19,500−18.4% | Reduced | History |
Sold out since Q4 2022 (1)
Positions held at the end of Q4 2022 that are gone from this filing.