13F HOLDINGS REPORT
JACKSON HILL ADVISORS, LLC
Quarter ended Q2 2024 · Filed August 12, 2024 · Accession 0001420506-24-001353
Total Value
$182.3M
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | KKR & CO INC | KKRT | 190,000 | $20.0M | 10.97% |
| 2 | AMAZON COM INC | AMZN | 100,750 | $19.5M | 10.68% |
| 3 | BROOKFIELD CORP | 11271J107 | 460,000 | $19.1M | 10.48% |
| 4 | ALPHABET INC | GOOG | 90,500 | $16.6M | 9.10% |
| 5 | AUTOZONE INC | AZO | 5,050 | $15.0M | 8.21% |
| 6 | MASTERCARD INCORPORATED | MA | 33,250 | $14.7M | 8.04% |
| 7 | LOWES COS INC | 548661107 | 62,500 | $13.8M | 7.56% |
| 8 | S&P GLOBAL INC | SPGI | 30,000 | $13.4M | 7.34% |
| 9 | MICROSOFT CORP | MSFT | 28,000 | $12.5M | 6.86% |
| 10 | COPART INC | CPRT | 211,000 | $11.4M | 6.27% |
| 11 | TOLL BROTHERS INC | TOL | 89,000 | $10.3M | 5.62% |
| 12 | PULTE GROUP INC | 745867101 | 76,500 | $8.4M | 4.62% |
| 13 | D R HORTON INC | 23331A109 | 55,000 | $7.8M | 4.25% |