13F HOLDINGS REPORT
JACKSON HILL ADVISORS, LLC
Quarter ended Q4 2024 · Filed February 11, 2025 · Accession 0001420506-25-000283
Total Value
$198.1M
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BROOKFIELD CORP | 11271J107 | 530,000 | $30.4M | 15.37% |
| 2 | AMAZON COM INC | AMZN | 112,000 | $24.6M | 12.40% |
| 3 | KKR & CO INC | KKRT | 154,500 | $22.9M | 11.54% |
| 4 | ALPHABET INC | GOOG | 99,000 | $18.9M | 9.52% |
| 5 | PULTE GROUP INC | 745867101 | 160,000 | $17.4M | 8.80% |
| 6 | MASTERCARD INCORPORATED | MA | 31,500 | $16.6M | 8.37% |
| 7 | AUTOZONE INC | AZO | 4,900 | $15.7M | 7.92% |
| 8 | S&P GLOBAL INC | SPGI | 29,250 | $14.6M | 7.35% |
| 9 | LOWES COS INC | 548661107 | 54,000 | $13.3M | 6.73% |
| 10 | TOLL BROTHERS INC | TOL | 95,000 | $12.0M | 6.04% |
| 11 | COPART INC | CPRT | 206,000 | $11.8M | 5.97% |