Jackson Hill Advisors, LLC
- SEC CIK
- 0001911159
- Latest filing
- Aug 4, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed May 8, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 13
- +1 vs. Q4 2025
- Portfolio value
- $193.4M
- −$22.2M (−10.3%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BNBROOKFIELD Corp | CL A LTD VT SH | 553,000 | $22.4M | 11.6% | −92,000−14.3% | Reduced | History |
| SPGIS&P Global Inc. | Stock | 46,500 | $19.8M | 10.2% | +7,500+19.2% | Added | History |
| QXOQXO, Inc. | COM NEW | 941,000 | $18.3M | 9.4% | 00.0% | Unchanged | History |
| MAMastercard Inc | Stock | 36,000 | $18.0M | 9.3% | +6,250+21.0% | Added | History |
| KKRKKR & Co. Inc. | COM | 185,000 | $17.1M | 8.8% | +43,000+30.3% | Added | History |
| PHMPultegroup Inc | COM | 127,000 | $14.9M | 7.7% | +4,500+3.7% | Added | History |
| BKNGBooking Holdings Inc. | Stock | 3,175 | $13.4M | 6.9% | +3,175 | New | History |
| AMZNAmazon Com Inc | Stock | 64,000 | $13.3M | 6.9% | −34,500−35.0% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 45,000 | $12.9M | 6.7% | −42,250−48.4% | Reduced | History |
| CPRTCopart Inc | COM | 370,000 | $12.3M | 6.4% | +31,000+9.1% | Added | History |
| BROBrown & Brown, Inc. | Stock | 186,000 | $12.1M | 6.3% | +16,000+9.4% | Added | History |
| HLTHilton Worldwide Holdings Inc. | COM | 35,000 | $10.6M | 5.5% | −8,750−20.0% | Reduced | History |
| AZOAutoZone Inc | COM | 2,450 | $8.28M | 4.3% | −50−2.0% | Reduced | History |