JACKSON HILL ADVISORS, LLC
CIK: 0001911159SEC EDGAR →
Portfolio Value
$215.6M
Holdings
12
As of
Q4 2025
New Positions
2
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | BROOKFIELD CORP | 645,000 | $29.6M | 13.73% |
| 2 | ALPHABET INC | 87,250 | $27.4M | 12.70% |
| 3 | AMAZON COM INC | 98,500 | $22.7M | 10.55% |
| 4 | S&P GLOBAL INC | 39,000 | $20.4M | 9.45% |
| 5 | QXO INC | 941,000 | $18.2M | 8.42% |
| 6 | KKR & CO INC | 142,000 | $18.1M | 8.40% |
| 7 | MASTERCARD INCORPORATED | 29,750 | $17.0M | 7.88% |
| 8 | PULTE GROUP INC | 122,500 | $14.4M | 6.66% |
| 9 | BROWN & BROWN INC | 170,000 | $13.5M | 6.29% |
| 10 | COPART INC | 339,000 | $13.3M | 6.16% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 5 | $98.6M | 45.7% |
| Consumer Cyclical | 4 | $58.1M | 27.0% |
| Industrials | 2 | $31.4M | 14.6% |
| Communication Services | 1 | $27.4M | 12.7% |