Q4 2024 · 13F-HR
JACKSON HILL ADVISORS, LLCholdings as filed
Filed 2025-02-11 · accession 0001420506-25-000283
$198.1M
Reported value
11
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 11271J107 | BN | BROOKFIELD CORP | $30.4M | 15.4% | 530,000 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $24.6M | 12.4% | 112,000 | Common | SOLE |
| 48251W104 | KKR | KKR & CO INC | $22.9M | 11.5% | 154,500 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $18.9M | 9.52% | 99,000 | Common | SOLE |
| 745867101 | PHM | PULTE GROUP INC | $17.4M | 8.80% | 160,000 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $16.6M | 8.37% | 31,500 | Common | SOLE |
| 053332102 | AZO | AUTOZONE INC | $15.7M | 7.92% | 4,900 | Common | SOLE |
| 78409V104 | SPGI | S&P GLOBAL INC | $14.6M | 7.35% | 29,250 | Common | SOLE |
| 548661107 | LOW | LOWES COS INC | $13.3M | 6.73% | 54,000 | Common | SOLE |
| 889478103 | TOL | TOLL BROTHERS INC | $12.0M | 6.04% | 95,000 | Common | SOLE |
| 217204106 | CPRT | COPART INC | $11.8M | 5.97% | 206,000 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.