Jackson Hill Advisors, LLC
- SEC CIK
- 0001911159
- Latest filing
- Aug 4, 2026
Holdings in Q3 2024
Holdings as of Sep 30, 2024, filed Nov 7, 2024. Long positions only; changes compare share counts with Q2 2024.
- Positions
- 13
- 0 vs. Q2 2024
- Portfolio value
- $196.6M
- +$14.2M (+7.8%) vs. Q2 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BNBROOKFIELD Corp | CL A LTD VT SH | 501,000 | $26.6M | 13.5% | +41,000+8.9% | Added | History |
| KKRKKR & Co. Inc. | COM | 160,000 | $20.9M | 10.6% | −30,000−15.8% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 112,000 | $20.9M | 10.6% | +11,250+11.2% | Added | History |
| LOWLowes Companies Inc | Stock | 60,500 | $16.4M | 8.3% | −2,000−3.2% | Reduced | History |
| MAMastercard Inc | Stock | 32,500 | $16.0M | 8.2% | −750−2.3% | Reduced | History |
| AZOAutoZone Inc | COM | 4,900 | $15.4M | 7.9% | −150−3.0% | Reduced | History |
| SPGIS&P Global Inc. | Stock | 29,250 | $15.1M | 7.7% | −750−2.5% | Reduced | History |
| PHMPultegroup Inc | COM | 100,500 | $14.4M | 7.3% | +24,000+31.4% | Added | History |
| TOLToll Brothers, Inc. | COM | 86,500 | $13.4M | 6.8% | −2,500−2.8% | Reduced | History |
| CPRTCopart Inc | COM | 206,000 | $10.8M | 5.5% | −5,000−2.4% | Reduced | History |
| DHIHorton D R Inc | COM | 52,000 | $9.92M | 5.0% | −3,000−5.5% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 22,500 | $9.68M | 4.9% | −5,500−19.6% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 42,000 | $7.02M | 3.6% | −48,500−53.6% | Reduced | History |