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 | $41.78 | 0.22% | -3.70% | 45.10% | $22.4M | 11.57% | — | HELD |
| 2 | SPGI | S&P GLOBAL INC | $418.01 | -0.39% | -18.03% | 4.03% | $19.8M | 10.23% | — | HELD |
| 3 | QXO | QXO INC | $13.35 | -0.34% | -28.56% | -69.62% | $18.3M | 9.45% | — | HELD |
| 4 | MA | MASTERCARD INCORPORATED | $578.95 | 2.77% | 1.24% | 67.59% | $18.0M | 9.30% | — | HELD |
| 5 | KKR | KKR & CO INC | $98.07 | -1.22% | -29.36% | 61.95% | $17.1M | 8.85% | — | HELD |
| 6 | PHM | PULTE GROUP INC | $130.97 | -1.01% | 15.36% | 160.20% | $14.9M | 7.72% | — | HELD |
| 7 | BKNG | BOOKING HOLDINGS INC | $199.08 | -1.10% | -5.78% | 123.48% | $13.4M | 6.91% | — | HELD |
| 8 | AMZN | AMAZON COM INC | $233.09 | 2.84% | 5.54% | 30.60% | $13.3M | 6.89% | — | HELD |
| 9 | GOOG | ALPHABET INC | $334.00 | -0.52% | 77.27% | 132.86% | $12.9M | 6.67% | — | HELD |
| 10 | CPRT | COPART INC | $29.85 | -3.15% | -31.89% | -14.09% | $12.3M | 6.35% | — | HELD |
| 11 | BRO | BROWN & BROWN INC | $73.05 | -2.43% | -20.82% | 28.92% | $12.1M | 6.27% | — | HELD |
| 12 | HLT | HILTON WORLDWIDE HLDGS INC | $318.59 | -0.97% | 23.59% | 161.14% | $10.6M | 5.50% | — | HELD |
| 13 | AZO | AUTOZONE INC | $3059.62 | -2.63% | -18.78% | 102.30% | $8.3M | 4.28% | — | HELD |
Source: SEC EDGAR · accession 0001420506-26-000877. 13F discloses long positions only — shorts, foreign equities, and options are excluded.