13F HOLDINGS REPORT
JACKSON HILL ADVISORS, LLC
Quarter ended Q2 2025 · Filed August 7, 2025 · Accession 0001420506-25-001748
Total Value
$200.2M
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BROOKFIELD CORP | 11271J107 | 467,000 | $28.9M | 14.43% |
| 2 | AMAZON COM INC | AMZN | 107,000 | $23.5M | 11.73% |
| 3 | KKR & CO INC | KKRT | 153,500 | $20.4M | 10.20% |
| 4 | ALPHABET INC | GOOG | 105,000 | $18.6M | 9.31% |
| 5 | S&P GLOBAL INC | SPGI | 34,500 | $18.2M | 9.09% |
| 6 | PULTE GROUP INC | 745867101 | 166,000 | $17.5M | 8.75% |
| 7 | MASTERCARD INCORPORATED | MA | 30,250 | $17.0M | 8.49% |
| 8 | AUTOZONE INC | AZO | 3,800 | $14.1M | 7.05% |
| 9 | COPART INC | CPRT | 246,000 | $12.1M | 6.03% |
| 10 | HILTON WORLDWIDE HLDGS INC | HLT | 43,750 | $11.7M | 5.82% |
| 11 | LOWES COS INC | 548661107 | 45,750 | $10.2M | 5.07% |
| 12 | MSCI INC | MSCI | 14,000 | $8.1M | 4.03% |