Jackson Hill Advisors, LLC
- SEC CIK
- 0001911159
- Latest filing
- Aug 4, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Feb 8, 2024. Long positions only; changes compare share counts with Q3 2023.
- Positions
- 12
- +1 vs. Q3 2023
- Portfolio value
- $162.5M
- +$22.8M (+16.3%) vs. Q3 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| DHIHorton D R Inc | COM | 37,000 | $5.62M | 3.5% | +37,000 | New | History |
| ADBEAdobe Inc. | Stock | 13,000 | $7.76M | 4.8% | −5,500−29.7% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 31,000 | $11.7M | 7.2% | −3,000−8.8% | Reduced | History |
| AZOAutoZone Inc | COM | 4,600 | $11.9M | 7.3% | +1,175+34.3% | Added | History |
| CPRTCopart Inc | COM | 250,000 | $12.3M | 7.5% | 00.0% | Unchanged | History |
| SPGIS&P Global Inc. | Stock | 31,000 | $13.7M | 8.4% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 100,000 | $14.1M | 8.7% | +2,000+2.0% | Added | History |
| LOWLowes Companies Inc | Stock | 67,500 | $15.0M | 9.2% | +5,000+8.0% | Added | History |
| MAMastercard Inc | Stock | 37,000 | $15.8M | 9.7% | 00.0% | Unchanged | History |
| BNBROOKFIELD Corp | CL A LTD VT SH | 414,000 | $16.6M | 10.2% | −114,000−21.6% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 121,000 | $18.4M | 11.3% | 00.0% | Unchanged | History |
| KKRKKR & Co. Inc. | COM | 238,500 | $19.8M | 12.2% | −25,500−9.7% | Reduced | History |