Institutional
JACKSON HILL ADVISORS, LLC
CIK 0001911159
$193.4M
Reported AUM
13
Positions
Q1 2026
Period
2026-05-08
Filed
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | BN | BROOKFIELD CORP | $42.08 | 0.13% | -2.92% | 46.28% | $22.4M | 11.57% | — | HELD |
| 2 | SPGI | S&P GLOBAL INC | $411.20 | -0.92% | -18.94% | 2.88% | $19.8M | 10.23% | — | HELD |
| 3 | QXO | QXO INC | $13.30 | -1.19% | -31.30% | -70.79% | $18.3M | 9.45% | — | HELD |
| 4 | MA | MASTERCARD INCORPORATED | $568.64 | -1.51% | 3.76% | 71.76% | $18.0M | 9.30% | — | HELD |
| 5 | KKR | KKR & CO INC | $100.36 | -0.61% | -29.97% | 60.55% | $17.1M | 8.85% | — | HELD |
| 6 | PHM | PULTE GROUP INC | $128.39 | -0.27% | 10.76% | 149.82% | $14.9M | 7.72% | — | HELD |
| 7 | BKNG | BOOKING HOLDINGS INC | $193.34 | 0.05% | -9.55% | 114.54% | $13.4M | 6.91% | — | HELD |
| 8 | AMZN | AMAZON COM INC | $235.50 | 3.90% | 9.66% | 35.70% | $13.3M | 6.89% | — | HELD |
| 9 | GOOG | ALPHABET INC | $333.68 | -0.62% | 76.17% | 131.42% | $12.9M | 6.67% | — | HELD |
| 10 | CPRT | COPART INC | $28.99 | -1.96% | -36.26% | -19.60% | $12.3M | 6.35% | — | HELD |
| 11 | BRO | BROWN & BROWN INC | $70.49 | -0.53% | -23.02% | 25.34% | $12.1M | 6.27% | — | HELD |
| 12 | HLT | HILTON WORLDWIDE HLDGS INC | $321.36 | -0.21% | 23.71% | 161.38% | $10.6M | 5.50% | — | HELD |
| 13 | AZO | AUTOZONE INC | $3000.00 | -0.22% | -21.44% | 95.69% | $8.3M | 4.28% | — | HELD |
Source: SEC EDGAR · accession 0001420506-26-000877. 13F discloses long positions only — shorts, foreign equities, and options are excluded.