JACKSON HILL ADVISORS, LLC 13F Holdings

CIK 0001911159 · HOUSTON, TX

As of Sep 30, 2025, JACKSON HILL ADVISORS, LLC reported 14 positions worth $211.5M in its SEC Form 13F filing.

Top 14 holdings

SecurityTickerSectorSharesValue% of portfolio
BROOKFIELD CORPBNFinancial Services435,000$29.8M14.10%
PULTEGROUP INCPHMConsumer Cyclical180,000$23.8M11.24%
ALPHABET INCGOOGEquity88,000$21.4M10.13%
AMAZON.COM INCAMZNEquity95,000$20.9M9.86%
KKR & CO INCKKRFinancial Services139,500 8.1M8.57%
MASTERCARD INCMAFinancial Services29,750 6.9M8.00%
S&P GLOBAL INCSPGIFinancial Services32,750 5.9M7.54%
HILTON WORLDWIDE HOLDINGS INCHLTConsumer Cyclical43,750 1.4M5.37%
AUTOZONE INCAZOConsumer Cyclical2,600 1.2M5.27%
COPART INCCPRTIndustrials239,000 0.7M5.08%
QXO INCQXOTechnology522,000$9.9M4.70%
LOWES COMPANIES INCLOWConsumer Cyclical39,000$9.8M4.63%
BROWN & BROWN INCBROFinancial Services65,000$6.1M2.88%
MSCI INCMSCIFinancial Services9,750$5.5M2.62%