Jackson Hill Advisors, LLC
- SEC CIK
- 0001911159
- Latest filing
- Aug 4, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Nov 12, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 14
- +2 vs. Q2 2025
- Portfolio value
- $211.5M
- +$11.4M (+5.7%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BNBROOKFIELD Corp | CL A LTD VT SH | 435,000 | $29.8M | 14.1% | −32,000−6.9% | Reduced | History |
| PHMPultegroup Inc | COM | 180,000 | $23.8M | 11.2% | +14,000+8.4% | Added | History |
| GOOGAlphabet Inc. | Stock | 88,000 | $21.4M | 10.1% | −17,000−16.2% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 95,000 | $20.9M | 9.9% | −12,000−11.2% | Reduced | History |
| KKRKKR & Co. Inc. | COM | 139,500 | $18.1M | 8.6% | −14,000−9.1% | Reduced | History |
| MAMastercard Inc | Stock | 29,750 | $16.9M | 8.0% | −500−1.7% | Reduced | History |
| SPGIS&P Global Inc. | Stock | 32,750 | $15.9M | 7.5% | −1,750−5.1% | Reduced | History |
| HLTHilton Worldwide Holdings Inc. | COM | 43,750 | $11.4M | 5.4% | 00.0% | Unchanged | History |
| AZOAutoZone Inc | COM | 2,600 | $11.2M | 5.3% | −1,200−31.6% | Reduced | History |
| CPRTCopart Inc | COM | 239,000 | $10.7M | 5.1% | −7,000−2.8% | Reduced | History |
| QXOQXO, Inc. | COM NEW | 522,000 | $9.95M | 4.7% | +522,000 | New | History |
| LOWLowes Companies Inc | Stock | 39,000 | $9.80M | 4.6% | −6,750−14.8% | Reduced | History |
| BROBrown & Brown, Inc. | Stock | 65,000 | $6.10M | 2.9% | +65,000 | New | History |
| MSCIMSCI Inc. | Stock | 9,750 | $5.53M | 2.6% | −4,250−30.4% | Reduced | History |