Jackson Hill Advisors, LLC
- SEC CIK
- 0001911159
- Latest filing
- Aug 4, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 11, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 11
- −2 vs. Q3 2024
- Portfolio value
- $198.1M
- +$1.53M (+0.8%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BNBROOKFIELD Corp | CL A LTD VT SH | 530,000 | $30.4M | 15.4% | +29,000+5.8% | Added | History |
| AMZNAmazon Com Inc | Stock | 112,000 | $24.6M | 12.4% | 00.0% | Unchanged | History |
| KKRKKR & Co. Inc. | COM | 154,500 | $22.9M | 11.5% | −5,500−3.4% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 99,000 | $18.9M | 9.5% | +57,000+135.7% | Added | History |
| PHMPultegroup Inc | COM | 160,000 | $17.4M | 8.8% | +59,500+59.2% | Added | History |
| MAMastercard Inc | Stock | 31,500 | $16.6M | 8.4% | −1,000−3.1% | Reduced | History |
| AZOAutoZone Inc | COM | 4,900 | $15.7M | 7.9% | 00.0% | Unchanged | History |
| SPGIS&P Global Inc. | Stock | 29,250 | $14.6M | 7.4% | 00.0% | Unchanged | History |
| LOWLowes Companies Inc | Stock | 54,000 | $13.3M | 6.7% | −6,500−10.7% | Reduced | History |
| TOLToll Brothers, Inc. | COM | 95,000 | $12.0M | 6.0% | +8,500+9.8% | Added | History |
| CPRTCopart Inc | COM | 206,000 | $11.8M | 6.0% | 00.0% | Unchanged | History |
Sold out since Q3 2024 (2)
Positions held at the end of Q3 2024 that are gone from this filing.