Jackson Hill Advisors, LLC
- SEC CIK
- 0001911159
- Latest filing
- Aug 4, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 13, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 12
- +1 vs. Q4 2024
- Portfolio value
- $182.7M
- −$15.4M (−7.8%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BNBROOKFIELD Corp | CL A LTD VT SH | 533,000 | $27.9M | 15.3% | +3,000+0.6% | Added | History |
| AMZNAmazon Com Inc | Stock | 100,750 | $19.2M | 10.5% | −11,250−10.0% | Reduced | History |
| KKRKKR & Co. Inc. | COM | 155,500 | $18.0M | 9.8% | +1,000+0.6% | Added | History |
| MAMastercard Inc | Stock | 31,250 | $17.1M | 9.4% | −250−0.8% | Reduced | History |
| SPGIS&P Global Inc. | Stock | 33,000 | $16.8M | 9.2% | +3,750+12.8% | Added | History |
| GOOGAlphabet Inc. | Stock | 104,000 | $16.2M | 8.9% | +5,000+5.1% | Added | History |
| AZOAutoZone Inc | COM | 4,250 | $16.2M | 8.9% | −650−13.3% | Reduced | History |
| PHMPultegroup Inc | COM | 142,250 | $14.6M | 8.0% | −17,750−11.1% | Reduced | History |
| LOWLowes Companies Inc | Stock | 60,500 | $14.1M | 7.7% | +6,500+12.0% | Added | History |
| CPRTCopart Inc | COM | 206,000 | $11.7M | 6.4% | 00.0% | Unchanged | History |
| TOLToll Brothers, Inc. | COM | 90,000 | $9.50M | 5.2% | −5,000−5.3% | Reduced | History |
| MSCIMSCI Inc. | Stock | 2,500 | $1.41M | 0.8% | +2,500 | New | History |