Jackson Hill Advisors, LLC
- SEC CIK
- 0001911159
- Latest filing
- Aug 4, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 7, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 12
- 0 vs. Q1 2025
- Portfolio value
- $200.2M
- +$17.4M (+9.5%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BNBROOKFIELD Corp | CL A LTD VT SH | 467,000 | $28.9M | 14.4% | −66,000−12.4% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 107,000 | $23.5M | 11.7% | +6,250+6.2% | Added | History |
| KKRKKR & Co. Inc. | COM | 153,500 | $20.4M | 10.2% | −2,000−1.3% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 105,000 | $18.6M | 9.3% | +1,000+1.0% | Added | History |
| SPGIS&P Global Inc. | Stock | 34,500 | $18.2M | 9.1% | +1,500+4.5% | Added | History |
| PHMPultegroup Inc | COM | 166,000 | $17.5M | 8.7% | +23,750+16.7% | Added | History |
| MAMastercard Inc | Stock | 30,250 | $17.0M | 8.5% | −1,000−3.2% | Reduced | History |
| AZOAutoZone Inc | COM | 3,800 | $14.1M | 7.0% | −450−10.6% | Reduced | History |
| CPRTCopart Inc | COM | 246,000 | $12.1M | 6.0% | +40,000+19.4% | Added | History |
| HLTHilton Worldwide Holdings Inc. | COM | 43,750 | $11.7M | 5.8% | +43,750 | New | History |
| LOWLowes Companies Inc | Stock | 45,750 | $10.2M | 5.1% | −14,750−24.4% | Reduced | History |
| MSCIMSCI Inc. | Stock | 14,000 | $8.07M | 4.0% | +11,500+460.0% | Added | History |
Sold out since Q1 2025 (1)
Positions held at the end of Q1 2025 that are gone from this filing.