13F HOLDINGS REPORT
JACKSON HILL ADVISORS, LLC
Quarter ended Q3 2024 · Filed November 7, 2024 · Accession 0001420506-24-002247
Total Value
$196.6M
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BROOKFIELD CORP | 11271J107 | 501,000 | $26.6M | 13.55% |
| 2 | KKR & CO INC | KKRT | 160,000 | $20.9M | 10.63% |
| 3 | AMAZON COM INC | AMZN | 112,000 | $20.9M | 10.62% |
| 4 | LOWES COS INC | 548661107 | 60,500 | $16.4M | 8.34% |
| 5 | MASTERCARD INCORPORATED | MA | 32,500 | $16.0M | 8.16% |
| 6 | AUTOZONE INC | AZO | 4,900 | $15.4M | 7.85% |
| 7 | S&P GLOBAL INC | SPGI | 29,250 | $15.1M | 7.69% |
| 8 | PULTE GROUP INC | 745867101 | 100,500 | $14.4M | 7.34% |
| 9 | TOLL BROTHERS INC | TOL | 86,500 | $13.4M | 6.80% |
| 10 | COPART INC | CPRT | 206,000 | $10.8M | 5.49% |
| 11 | D R HORTON INC | 23331A109 | 52,000 | $9.9M | 5.05% |
| 12 | MICROSOFT CORP | MSFT | 22,500 | $9.7M | 4.93% |
| 13 | ALPHABET INC | GOOG | 42,000 | $7.0M | 3.57% |