Q1 2026 · 13F-HR
JACKSON HILL ADVISORS, LLCholdings as filed
Filed 2026-05-08 · accession 0001420506-26-000877
$193.4M
Reported value
13
Positions
2026-03-31
Period end
The Brief · JACKSON HILL ADVISORS, LLC · Q1 2026
AI · grounded in 13F
JACKSON HILL ADVISORS, LLC established a new position in BKNG valued at $13.37M. The fund increased its holdings in MA by 21% and PHM by 3.67%. Conversely, the manager trimmed shares of GOOG by 48.42% and AMZN by 35.03%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 11271J107 | BN | BROOKFIELD CORP | $22.4M | 11.6% | 553,000 | Common | SOLE |
| 78409V104 | SPGI | S&P GLOBAL INC | $19.8M | 10.2% | 46,500 | Common | SOLE |
| 82846H405 | QXO | QXO INC | $18.3M | 9.45% | 941,000 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $18.0M | 9.30% | 36,000 | Common | SOLE |
| 48251W104 | KKR | KKR & CO INC | $17.1M | 8.85% | 185,000 | Common | SOLE |
| 745867101 | PHM | PULTE GROUP INC | $14.9M | 7.72% | 127,000 | Common | SOLE |
| 09857L108 | BKNG | BOOKING HOLDINGS INC | $13.4M | 6.91% | 3,175 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $13.3M | 6.89% | 64,000 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $12.9M | 6.67% | 45,000 | Common | SOLE |
| 217204106 | CPRT | COPART INC | $12.3M | 6.35% | 370,000 | Common | SOLE |
| 115236101 | BRO | BROWN & BROWN INC | $12.1M | 6.27% | 186,000 | Common | SOLE |
| 43300A203 | HLT | HILTON WORLDWIDE HLDGS INC | $10.6M | 5.50% | 35,000 | Common | SOLE |
| 053332102 | AZO | AUTOZONE INC | $8.3M | 4.28% | 2,450 | 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.