Jackson Hill Advisors, LLC
- SEC CIK
- 0001911159
- Latest filing
- Aug 4, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Aug 12, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 13
- +1 vs. Q1 2024
- Portfolio value
- $182.3M
- −$1.62M (−0.9%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| DHIHorton D R Inc | COM | 55,000 | $7.75M | 4.3% | −37,000−40.2% | Reduced | History |
| PHMPultegroup Inc | COM | 76,500 | $8.42M | 4.6% | +76,500 | New | History |
| TOLToll Brothers, Inc. | COM | 89,000 | $10.3M | 5.6% | +7,250+8.9% | Added | History |
| CPRTCopart Inc | COM | 211,000 | $11.4M | 6.3% | −14,500−6.4% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 28,000 | $12.5M | 6.9% | −500−1.8% | Reduced | History |
| SPGIS&P Global Inc. | Stock | 30,000 | $13.4M | 7.3% | 00.0% | Unchanged | History |
| LOWLowes Companies Inc | Stock | 62,500 | $13.8M | 7.6% | −2,000−3.1% | Reduced | History |
| MAMastercard Inc | Stock | 33,250 | $14.7M | 8.0% | 00.0% | Unchanged | History |
| AZOAutoZone Inc | COM | 5,050 | $15.0M | 8.2% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 90,500 | $16.6M | 9.1% | −1,000−1.1% | Reduced | History |
| BNBROOKFIELD Corp | CL A LTD VT SH | 460,000 | $19.1M | 10.5% | +20,000+4.5% | Added | History |
| AMZNAmazon Com Inc | Stock | 100,750 | $19.5M | 10.7% | −6,250−5.8% | Reduced | History |
| KKRKKR & Co. Inc. | COM | 190,000 | $20.0M | 11.0% | −13,000−6.4% | Reduced | History |