Jackson Hill Advisors, LLC
- SEC CIK
- 0001911159
- Latest filing
- Aug 4, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Aug 3, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 11
- +1 vs. Q1 2023
- Portfolio value
- $142.4M
- +$18.2M (+14.6%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AZOAutoZone Inc | COM | 2,200 | $5.49M | 3.9% | +2,200 | New | History |
| CPRTCopart Inc | COM | 128,500 | $11.7M | 8.2% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 100,000 | $12.1M | 8.5% | +13,500+15.6% | Added | History |
| MSFTMicrosoft Corp | Stock | 36,250 | $12.3M | 8.7% | −9,750−21.2% | Reduced | History |
| SPGIS&P Global Inc. | Stock | 31,000 | $12.4M | 8.7% | +1,250+4.2% | Added | History |
| ADBEAdobe Inc. | Stock | 25,750 | $12.6M | 8.8% | −6,250−19.5% | Reduced | History |
| LOWLowes Companies Inc | Stock | 62,500 | $14.1M | 9.9% | 00.0% | Unchanged | History |
| MAMastercard Inc | Stock | 37,000 | $14.6M | 10.2% | −750−2.0% | Reduced | History |
| KKRKKR & Co. Inc. | COM | 264,000 | $14.8M | 10.4% | +6,000+2.3% | Added | History |
| BNBROOKFIELD Corp | CL A LTD VT SH | 479,000 | $16.1M | 11.3% | +29,500+6.6% | Added | History |
| AMZNAmazon Com Inc | Stock | 124,000 | $16.2M | 11.4% | −24,000−16.2% | Reduced | History |