13F HOLDINGS REPORT (Amended)
JACKSON HILL ADVISORS, LLC
Quarter ended Q1 2023 · Filed February 13, 2023 · Accession 0001420506-23-000436
Total Value
$115.7M
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MASTERCARD INCORPORATED CL A | MA | 40,000 | $13.9M | 12.02% |
| 2 | KKR & CO | KKRT | 278,000 | $12.9M | 11.15% |
| 3 | LOWES COS | 548661107 | 61,500 | $12.3M | 10.59% |
| 4 | BROOKFIELD CORP | 11271J107 | 385,000 | $12.1M | 10.47% |
| 5 | AMAZON | AMZN | 125,500 | $10.5M | 9.11% |
| 6 | ADOBE SYSTEMS INCORPORATED | ADBE | 29,750 | $10.0M | 8.65% |
| 7 | S&P GLOBAL | SPGI | 29,750 | $10.0M | 8.61% |
| 8 | ALPHABET CAP STK CL C | GOOG | 106,000 | $9.4M | 8.13% |
| 9 | MICROSOFT | MSFT | 39,000 | $9.4M | 8.08% |
| 10 | COPART | CPRT | 128,500 | $7.8M | 6.76% |
| 11 | ETSY | ETSY | 62,000 | $7.4M | 6.42% |