Jackson Hill Advisors, LLC
- SEC CIK
- 0001911159
- Latest filing
- Aug 4, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 10, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 12
- −2 vs. Q3 2025
- Portfolio value
- $215.6M
- +$4.03M (+1.9%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BNBROOKFIELD Corp | CL A LTD VT SH | 645,000 | $29.6M | 13.7% | +210,000+48.3% | Added | History |
| GOOGAlphabet Inc. | Stock | 87,250 | $27.4M | 12.7% | −750−0.9% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 98,500 | $22.7M | 10.5% | +3,500+3.7% | Added | History |
| SPGIS&P Global Inc. | Stock | 39,000 | $20.4M | 9.5% | +6,250+19.1% | Added | History |
| QXOQXO, Inc. | COM NEW | 941,000 | $18.2M | 8.4% | +419,000+80.3% | Added | History |
| KKRKKR & Co. Inc. | COM | 142,000 | $18.1M | 8.4% | +2,500+1.8% | Added | History |
| MAMastercard Inc | Stock | 29,750 | $17.0M | 7.9% | 00.0% | Unchanged | History |
| PHMPultegroup Inc | COM | 122,500 | $14.4M | 6.7% | −57,500−31.9% | Reduced | History |
| BROBrown & Brown, Inc. | Stock | 170,000 | $13.5M | 6.3% | +105,000+161.5% | Added | History |
| CPRTCopart Inc | COM | 339,000 | $13.3M | 6.2% | +100,000+41.8% | Added | History |
| HLTHilton Worldwide Holdings Inc. | COM | 43,750 | $12.6M | 5.8% | 00.0% | Unchanged | History |
| AZOAutoZone Inc | COM | 2,500 | $8.48M | 3.9% | −100−3.8% | Reduced | History |
Sold out since Q3 2025 (2)
Positions held at the end of Q3 2025 that are gone from this filing.