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
QoQ vs Q4 2025
| # | Ticker | Issuer | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|
| 1 | BN | BROOKFIELD CORP | $22.4M | 11.57% | -92,000 | -14.3% |
| 2 | SPGI | S&P GLOBAL INC | $19.8M | 10.23% | +7,500 | +19.2% |
| 3 | QXO | QXO INC | $18.3M | 9.45% | — | HELD |
| 4 | MA | MASTERCARD INCORPORATED | $18.0M | 9.30% | +6,250 | +21.0% |
| 5 | KKR | KKR & CO INC | $17.1M | 8.85% | +43,000 | +30.3% |
| 6 | PHM | PULTE GROUP INC | $14.9M | 7.72% | +4,500 | +3.7% |
| 7 | BKNG | BOOKING HOLDINGS INC | $13.4M | 6.91% | +3,175 | NEW |
| 8 | AMZN | AMAZON COM INC | $13.3M | 6.89% | -34,500 | -35.0% |
| 9 | GOOG | ALPHABET INC | $12.9M | 6.67% | -42,250 | -48.4% |
| 10 | CPRT | COPART INC | $12.3M | 6.35% | +31,000 | +9.1% |
| 11 | BRO | BROWN & BROWN INC | $12.1M | 6.27% | +16,000 | +9.4% |
| 12 | HLT | HILTON WORLDWIDE HLDGS INC | $10.6M | 5.50% | -8,750 | -20.0% |
| 13 | AZO | AUTOZONE INC | $8.3M | 4.28% | -50 | -2.0% |
Source: SEC EDGAR · accession 0001420506-26-000877. 13F discloses long positions only — shorts, foreign equities, and options are excluded.