13F HOLDINGS REPORT
JACKSON HILL ADVISORS, LLC
Quarter ended Q1 2024 · Filed May 13, 2024 · Accession 0001420506-24-000758
Total Value
$184.0M
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | KKR & CO INC | KKRT | 203,000 | $20.4M | 11.10% |
| 2 | AMAZON.COM INC | AMZN | 107,000 | $19.3M | 10.49% |
| 3 | BROOKFIELD CORP | 11271J107 | 440,000 | $18.4M | 10.01% |
| 4 | LOWE'S COS INC | 548661107 | 64,500 | $16.4M | 8.93% |
| 5 | MASTERCARD INC | MA | 33,250 | $16.0M | 8.70% |
| 6 | AUTOZONE INC | AZO | 5,050 | $15.9M | 8.65% |
| 7 | DR HORTON INC | 23331A109 | 92,000 | $15.1M | 8.23% |
| 8 | ALPHABET INC | GOOG | 91,500 | $13.9M | 7.57% |
| 9 | COPART INC | CPRT | 225,500 | $13.1M | 7.10% |
| 10 | S&P GLOBAL INC | SPGI | 30,000 | $12.8M | 6.94% |
| 11 | MICROSOFT CORP | MSFT | 28,500 | $12.0M | 6.52% |
| 12 | TOLL BROTHERS INC | TOL | 81,750 | $10.6M | 5.75% |