Jackson Hill Advisors, LLC
- SEC CIK
- 0001911159
- Latest filing
- Aug 4, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 4, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 13
- 0 vs. Q1 2026
- Portfolio value
- $197.4M
- +$3.95M (+2.0%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| HLTHilton Worldwide Holdings Inc. | COM | 20,350 | $6.72M | 3.4% | −14,650−41.9% | Reduced | History |
| AZOAutoZone Inc | COM | 3,325 | $10.6M | 5.4% | +875+35.7% | Added | History |
| CPRTCopart Inc | COM | 382,000 | $10.8M | 5.5% | +12,000+3.2% | Added | History |
| GOOGAlphabet Inc. | Stock | 34,000 | $12.0M | 6.1% | −11,000−24.4% | Reduced | History |
| KKRKKR & Co. Inc. | COM | 161,500 | $14.8M | 7.5% | −23,500−12.7% | Reduced | History |
| QXOQXO, Inc. | COM NEW | 884,000 | $15.3M | 7.7% | −57,000−6.1% | Reduced | History |
| BROBrown & Brown, Inc. | Stock | 247,250 | $15.9M | 8.0% | +61,250+32.9% | Added | History |
| BKNGBooking Holdings Inc. | Stock | 92,500 | $16.5M | 8.4% | +13,125+16.5% | AddedConverted for a 25-for-1 split | History |
| BNBROOKFIELD Corp | CL A LTD VT SH | 420,000 | $17.9M | 9.1% | −133,000−24.1% | Reduced | History |
| TDGTransDigm Group INC | COM | 13,500 | $18.0M | 9.1% | +13,500 | New | History |
| AMZNAmazon Com Inc | Stock | 75,500 | $18.0M | 9.1% | +11,500+18.0% | Added | History |
| SPGIS&P Global Inc. | Stock | 50,000 | $20.4M | 10.3% | +3,500+7.5% | Added | History |
| MAMastercard Inc | Stock | 40,000 | $20.5M | 10.4% | +4,000+11.1% | Added | History |
Sold out since Q1 2026 (1)
Positions held at the end of Q1 2026 that are gone from this filing.