13F HOLDINGS REPORT
JACKSON HILL ADVISORS, LLC
Quarter ended Q1 2025 · Filed May 13, 2025 · Accession 0001420506-25-001002
Total Value
$182.7M
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BROOKFIELD CORP | 11271J107 | 533,000 | $27.9M | 15.29% |
| 2 | AMAZON COM INC | AMZN | 100,750 | $19.2M | 10.49% |
| 3 | KKR & CO INC | KKRT | 155,500 | $18.0M | 9.84% |
| 4 | MASTERCARD INCORPORATED | MA | 31,250 | $17.1M | 9.37% |
| 5 | S&P GLOBAL INC | SPGI | 33,000 | $16.8M | 9.18% |
| 6 | ALPHABET INC | GOOG | 104,000 | $16.2M | 8.89% |
| 7 | AUTOZONE INC | AZO | 4,250 | $16.2M | 8.87% |
| 8 | PULTE GROUP INC | 745867101 | 142,250 | $14.6M | 8.00% |
| 9 | LOWES COS INC | 548661107 | 60,500 | $14.1M | 7.72% |
| 10 | COPART INC | CPRT | 206,000 | $11.7M | 6.38% |
| 11 | TOLL BROTHERS INC | TOL | 90,000 | $9.5M | 5.20% |
| 12 | MSCI INC | MSCI | 2,500 | $1.4M | 0.77% |