13F HOLDINGS REPORT
JACKSON HILL ADVISORS, LLC
Quarter ended Q3 2025 · Filed November 12, 2025 · Accession 0001420506-25-003097
Total Value
$211.5M
Positions
14
Other Managers
0
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BROOKFIELD CORP | 11271J107 | 435,000 | $29.8M | 14.10% |
| 2 | PULTE GROUP INC | 745867101 | 180,000 | $23.8M | 11.24% |
| 3 | ALPHABET INC | GOOG | 88,000 | $21.4M | 10.13% |
| 4 | AMAZON COM INC | AMZN | 95,000 | $20.9M | 9.86% |
| 5 | KKR & CO INC | KKRT | 139,500 | $18.1M | 8.57% |
| 6 | MASTERCARD INCORPORATED | MA | 29,750 | $16.9M | 8.00% |
| 7 | S&P GLOBAL INC | SPGI | 32,750 | $15.9M | 7.54% |
| 8 | HILTON WORLDWIDE HLDGS INC | HLT | 43,750 | $11.4M | 5.37% |
| 9 | AUTOZONE INC | AZO | 2,600 | $11.2M | 5.27% |
| 10 | COPART INC | CPRT | 239,000 | $10.7M | 5.08% |
| 11 | QXO INC | QXO-PB | 522,000 | $9.9M | 4.70% |
| 12 | LOWES COS INC | 548661107 | 39,000 | $9.8M | 4.63% |
| 13 | BROWN & BROWN INC | BRO | 65,000 | $6.1M | 2.88% |
| 14 | MSCI INC | MSCI | 9,750 | $5.5M | 2.62% |