Jackson Hill Advisors, LLC
- SEC CIK
- 0001911159
- Latest filing
- Aug 4, 2026
Holdings in Q3 2023
Holdings as of Sep 30, 2023, filed Nov 6, 2023. Long positions only; changes compare share counts with Q2 2023.
- Positions
- 11
- 0 vs. Q2 2023
- Portfolio value
- $139.7M
- −$2.71M (−1.9%) vs. Q2 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BNBROOKFIELD Corp | CL A LTD VT SH | 528,000 | $16.5M | 11.8% | +49,000+10.2% | Added | History |
| KKRKKR & Co. Inc. | COM | 264,000 | $16.3M | 11.6% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 121,000 | $15.4M | 11.0% | −3,000−2.4% | Reduced | History |
| MAMastercard Inc | Stock | 37,000 | $14.6M | 10.5% | 00.0% | Unchanged | History |
| LOWLowes Companies Inc | Stock | 62,500 | $13.0M | 9.3% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 98,000 | $12.9M | 9.3% | −2,000−2.0% | Reduced | History |
| SPGIS&P Global Inc. | Stock | 31,000 | $11.3M | 8.1% | 00.0% | Unchanged | History |
| CPRTCopart Inc | COM | 250,000 | $10.8M | 7.7% | −7,000−2.7% | ReducedConverted for a 2-for-1 split | History |
| MSFTMicrosoft Corp | Stock | 34,000 | $10.7M | 7.7% | −2,250−6.2% | Reduced | History |
| ADBEAdobe Inc. | Stock | 18,500 | $9.43M | 6.8% | −7,250−28.2% | Reduced | History |
| AZOAutoZone Inc | COM | 3,425 | $8.70M | 6.2% | +1,225+55.7% | Added | History |