Jackson Hill Advisors, LLC
- SEC CIK
- 0001911159
- Latest filing
- Aug 4, 2026
Holdings in Q1 2024
Holdings as of Mar 31, 2024, filed May 13, 2024. Long positions only; changes compare share counts with Q4 2023.
- Positions
- 12
- 0 vs. Q4 2023
- Portfolio value
- $184.0M
- +$21.5M (+13.2%) vs. Q4 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| KKRKKR & Co. Inc. | COM | 203,000 | $20.4M | 11.1% | −35,500−14.9% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 107,000 | $19.3M | 10.5% | −14,000−11.6% | Reduced | History |
| BNBROOKFIELD Corp | CL A LTD VT SH | 440,000 | $18.4M | 10.0% | +26,000+6.3% | Added | History |
| LOWLowes Companies Inc | Stock | 64,500 | $16.4M | 8.9% | −3,000−4.4% | Reduced | History |
| MAMastercard Inc | Stock | 33,250 | $16.0M | 8.7% | −3,750−10.1% | Reduced | History |
| AZOAutoZone Inc | COM | 5,050 | $15.9M | 8.7% | +450+9.8% | Added | History |
| DHIHorton D R Inc | COM | 92,000 | $15.1M | 8.2% | +55,000+148.6% | Added | History |
| GOOGAlphabet Inc. | Stock | 91,500 | $13.9M | 7.6% | −8,500−8.5% | Reduced | History |
| CPRTCopart Inc | COM | 225,500 | $13.1M | 7.1% | −24,500−9.8% | Reduced | History |
| SPGIS&P Global Inc. | Stock | 30,000 | $12.8M | 6.9% | −1,000−3.2% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 28,500 | $12.0M | 6.5% | −2,500−8.1% | Reduced | History |
| TOLToll Brothers, Inc. | COM | 81,750 | $10.6M | 5.7% | +81,750 | New | History |
Sold out since Q4 2023 (1)
Positions held at the end of Q4 2023 that are gone from this filing.