13F HOLDINGS REPORT
JACKSON HILL ADVISORS, LLC
Quarter ended Q4 2023 · Filed November 6, 2023 · Accession 0001420506-23-001921
Total Value
$139.7M
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BROOKFIELD CORP | 11271J107 | 528,000 | $16.5M | 11.82% |
| 2 | KKR & CO INC | KKRT | 264,000 | $16.3M | 11.64% |
| 3 | AMAZON COM INC | AMZN | 121,000 | $15.4M | 11.01% |
| 4 | MASTERCARD INCORPORATED | MA | 37,000 | $14.6M | 10.49% |
| 5 | LOWES COS INC | 548661107 | 62,500 | $13.0M | 9.30% |
| 6 | ALPHABET INC | GOOG | 98,000 | $12.9M | 9.25% |
| 7 | S&P GLOBAL INC | SPGI | 31,000 | $11.3M | 8.11% |
| 8 | COPART INC | CPRT | 250,000 | $10.8M | 7.71% |
| 9 | MICROSOFT CORP | MSFT | 34,000 | $10.7M | 7.69% |
| 10 | ADOBE INC | ADBE | 18,500 | $9.4M | 6.75% |
| 11 | AUTOZONE INC | AZO | 3,425 | $8.7M | 6.23% |